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Quadrant Capital Group’s Southern Company SO Stock Holding History

Quadrant Capital Group’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 		$3.47M Buy
35,996
+13,854
+63% +$1.28M 0.1% 152
2025
Q4 		$1.93M Sell
22,142
-4,803
-18% -$438K 0.06% 261
2025
Q3 		$2.55M Buy
26,945
+3,933
+17% +$367K 0.08% 192
2025
Q2 		$2.11M Sell
23,012
-166
-0.7% -$14.9K 0.08% 214
2025
Q1 		$2.13M Buy
23,178
+11,350
+96% +$983K 0.08% 167
2024
Q4 		$974K Buy
11,828
+819
+7% +$71.9K 0.07% 197
2024
Q3 		$993K Sell
11,009
-5
-0% -$427 0.07% 204
2024
Q2 		$854K Buy
11,014
+1,370
+14% +$104K 0.06% 215
2024
Q1 		$692K Sell
9,644
-513
-5% -$35.4K 0.05% 260
2023
Q4 		$712K Buy
10,157
+602
+6% +$41.3K 0.06% 228
2023
Q3 		$618K Sell
9,555
-364
-4% -$25.3K 0.06% 224
2023
Q2 		$697K Sell
9,919
-611
-6% -$43.8K 0.07% 197
2023
Q1 		$733K Buy
10,530
+4,222
+67% +$284K 0.08% 196
2022
Q4 		$450K Sell
6,308
-264
-4% -$17.7K 0.05% 264
2022
Q3 		$447K Buy
6,572
+1,312
+25% +$99.4K 0.06% 229
2022
Q2 		$375K Buy
5,260
+1,266
+32% +$93K 0.05% 272
2022
Q1 		$290K Sell
3,994
-132
-3% -$8.94K 0.04% 351
2021
Q4 		$283K Sell
4,126
-438
-10% -$27.9K 0.03% 351
2021
Q3 		$283K Sell
4,564
-112
-2% -$7.21K 0.04% 308
2021
Q2 		$283K Buy
4,676
+224
+5% +$14.3K 0.04% 291
2021
Q1 		$277K Buy
4,452
+1,522
+52% +$91.1K 0.05% 269
2020
Q4 		$180K Buy
2,930
+558
+24% +$33.5K 0.03% 334
2020
Q3 		$129K Sell
2,372
-968
-29% -$51.7K 0.03% 365
2020
Q2 		$173K Sell
3,340
-5,263
-61% -$293K 0.04% 297
2020
Q1 		$469K Buy
8,603
+3,255
+61% +$206K 0.08% 218
2019
Q4 		$321K Buy
5,348
+1,058
+25% +$65.6K 0.04% 478
2019
Q3 		$255K Buy
4,290
+71
+2% +$4.12K 0.04% 496
2019
Q2 		$220K Buy
4,219
+2,452
+139% +$131K 0.03% 525
2019
Q1 		$82K Sell
1,767
-132
-7% -$6.47K 0.01% 923
2018
Q4 		$73K Buy
1,899
+357
+23% +$16.2K 0.02% 748
2018
Q3 		$57K Sell
1,542
-5,045
-77% -$232K 0.02% 603
2018
Q2 		$293K Buy
6,587
+1,214
+23% +$54.3K 0.1% 162
2018
Q1 		$231K Buy
5,373
+3,898
+264% +$173K 0.08% 205
2017
Q4 		$63K Buy
1,475
+222
+18% +$11.3K 0.03% 554
2017
Q3 		$53K Sell
1,253
-46
-4% -$2.23K 0.02% 584
2017
Q2 		$51K Sell
1,299
-281
-18% -$14.1K 0.02% 551
2017
Q1 		$68K Buy
1,580
+286
+22% +$14.1K 0.03% 463
2016
Q4 		$56K Buy
1,294
+161
+14% +$7.91K 0.03% 402
2016
Q3 		$49K Buy
1,133
+447
+65% +$23.5K 0.03% 442
2016
Q2 		$30K Buy
686
+424
+162% +$21.3K 0.02% 570
2016
Q1 		$9K Buy
262
+152
+138% +$7.41K 0.01% 1003
2015
Q4 		$3K Buy
110
+91
+479% +$4.13K ﹤0.01% 1286
2015
Q3 		$0 Sell
19
-22
-54% -$965 ﹤0.01% 1375
2015
Q2 		$0 Buy
+41
New +$1.79K ﹤0.01% 1265

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

Quadrant Capital Group's SO Position: Q1 2026 in Review

Quadrant Capital Group increased its Southern Company (SO) stake by 63% in Q1 2026, buying an estimated $1.28M and bringing the position to 35,996 shares worth $3.47M. The position accounts for 0.1% of the portfolio, ranked #152.

Quadrant Capital Group first reported a position in SO in Q2 2015 and has held it in 44 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Quadrant Capital Group held 35,996 shares of Southern Company worth $3.47M as of Q1 2026.
  • Quadrant Capital Group bought 13,854 Southern Company shares in Q1 2026, an estimated $1.28M.
  • Southern Company made up 0.1% of Quadrant Capital Group's portfolio in Q1 2026, its #152 holding.
  • Quadrant Capital Group first reported a position in Southern Company in Q2 2015 and has held it in 44 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Quadrant Capital Group's 13F filing for Q1 2026, filed 11 May 2026.