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QRG Capital Management’s Southern Company SO Stock Holding History

QRG Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3M Buy
139,081
+7,146
+5% +$673K 0.11% 165
2026
Q1 		$12.7M Buy
131,935
+9,273
+8% +$858K 0.13% 150
2025
Q4 		$10.7M Buy
122,662
+7,918
+7% +$723K 0.12% 152
2025
Q3 		$10.9M Sell
114,744
-11,032
-9% -$1.03M 0.13% 146
2025
Q2 		$11.6M Sell
125,776
-11,398
-8% -$1.02M 0.1% 191
2025
Q1 		$12.6M Buy
137,174
+10,149
+8% +$879K 0.13% 164
2024
Q4 		$10.5M Buy
127,025
+3,191
+3% +$280K 0.11% 180
2024
Q3 		$11.2M Buy
123,834
+27,226
+28% +$2.33M 0.12% 165
2024
Q2 		$7.49M Buy
96,608
+7,050
+8% +$534K 0.09% 206
2024
Q1 		$6.42M Sell
89,558
-5,900
-6% -$407K 0.08% 223
2023
Q4 		$6.69M Buy
95,458
+7,254
+8% +$498K 0.1% 213
2023
Q3 		$5.71M Buy
+88,204
New +$6.12M 0.1% 210

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

QRG Capital Management's SO Position: Q2 2026 in Review

QRG Capital Management increased its Southern Company (SO) stake by 5.4% in Q2 2026, buying an estimated $673K and bringing the position to 139,081 shares worth $13.3M. The position accounts for 0.11% of the portfolio, ranked #165.

QRG Capital Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • QRG Capital Management held 139,081 shares of Southern Company worth $13.3M as of Q2 2026.
  • QRG Capital Management bought 7,146 Southern Company shares in Q2 2026, an estimated $673K.
  • Southern Company made up 0.11% of QRG Capital Management's portfolio in Q2 2026, its #165 holding.
  • QRG Capital Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.