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Qtron Investments’s Southern Company SO Stock Holding History

Qtron Investments’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
Q1 		$524K Hold
5,426
– – 0.07% 324
2025
Q4 		$473K Sell
5,426
-2,105
-28% -$192K 0.06% 338
2025
Q3 		$714K Sell
7,531
-15,015
-67% -$1.4M 0.09% 259
2025
Q2 		$2.07M Sell
22,546
-1,504
-6% -$135K 0.26% 72
2025
Q1 		$2.21M Buy
24,050
+9,656
+67% +$836K 0.33% 55
2024
Q4 		$1.18M Hold
14,394
– – 0.17% 138
2024
Q3 		$1.3M Buy
14,394
+4,948
+52% +$423K 0.18% 136
2024
Q2 		$733K Hold
9,446
– – 0.11% 228
2024
Q1 		$678K Buy
9,446
+2,529
+37% +$175K 0.1% 274
2023
Q4 		$485K Sell
6,917
-6,395
-48% -$439K 0.08% 332
2023
Q3 		$862K Buy
13,312
+3,118
+31% +$216K 0.16% 162
2023
Q2 		$716K Buy
10,194
+16
+0.2% +$1.15K 0.14% 202
2023
Q1 		$708K Sell
10,178
-1,249
-11% -$84.1K 0.15% 193
2022
Q4 		$816K Sell
11,427
-1,658
-13% -$111K 0.17% 159
2022
Q3 		$890K Hold
13,085
– – 0.22% 119
2022
Q2 		$933K Hold
13,085
– – 0.21% 133
2022
Q1 		$949K Hold
13,085
– – 0.21% 130
2021
Q4 		$897K Buy
13,085
+6,065
+86% +$387K 0.2% 154
2021
Q3 		$435K Hold
7,020
– – 0.12% 230
2021
Q2 		$425K Buy
+7,020
New +$449K 0.11% 235
2020
Q2 		– Sell
-14,359
Closed -$777K – 282
2020
Q1 		$777K Buy
14,359
+1,900
+15% +$120K 0.47% 57
2019
Q4 		$794K Buy
12,459
+4,038
+48% +$250K 0.46% 70
2019
Q3 		$520K Hold
8,421
– – 0.32% 106
2019
Q2 		$466K Buy
8,421
+3,287
+64% +$176K 0.29% 122
2019
Q1 		$265K Buy
+5,134
New +$252K 0.24% 146

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Qtron Investments's SO Position: Q1 2026 in Review

Qtron Investments held its Southern Company (SO) position steady in Q1 2026 at 5,426 shares worth $524K. The position accounts for 0.07% of the portfolio, ranked #324.

Qtron Investments first reported a position in SO in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.21M in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Qtron Investments held 5,426 shares of Southern Company worth $524K as of Q1 2026.
  • Qtron Investments left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.07% of Qtron Investments's portfolio in Q1 2026, its #324 holding.
  • Qtron Investments first reported a position in Southern Company in Q1 2019 and has held it in 25 quarters since.
  • Qtron Investments's Southern Company position peaked at $2.21M in Q1 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Qtron Investments's 13F filing for Q1 2026, filed 15 May 2026.