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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
Q2 		$332K Sell
3,470
-1,956
-36% -$184K 0.04% 409
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 $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 $3.37T AUM 44.26% 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

Qtron Investments's SO Position: Q2 2026 in Review

Qtron Investments reduced its Southern Company (SO) stake by 36% in Q2 2026, selling an estimated $184K and leaving 3,470 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #409.

Qtron Investments first reported a position in SO in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.21M in Q1 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Qtron Investments held 3,470 shares of Southern Company worth $332K as of Q2 2026.
  • Qtron Investments sold 1,956 Southern Company shares in Q2 2026, an estimated $184K.
  • Southern Company made up 0.04% of Qtron Investments's portfolio in Q2 2026, its #409 holding.
  • Qtron Investments first reported a position in Southern Company in Q1 2019 and has held it in 26 quarters since.
  • Qtron Investments's Southern Company position peaked at $2.21M in Q1 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Qtron Investments's 13F filing for Q2 2026, filed 13 Aug 2026.