QT
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Quantbot Technologies’s Southern Company SO Stock Holding History

Quantbot Technologies’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
2025
Q4 		– Sell
-118,646
Closed -$11.2M – 2141
2025
Q3 		$11.2M Buy
+118,646
New +$11.1M 0.31% 55
2021
Q4 		– Sell
-60,099
Closed -$3.72M – 1885
2021
Q3 		$3.72M Sell
60,099
-95,987
-61% -$6.18M 0.27% 84
2021
Q2 		$9.44M Buy
156,086
+113,435
+266% +$7.25M 0.74% 10
2021
Q1 		$2.65M Buy
42,651
+6,861
+19% +$411K 0.25% 106
2020
Q4 		$2.2M Buy
+35,790
New +$2.15M 0.23% 130
2020
Q3 		– Sell
-80,457
Closed -$4.17M – 1610
2020
Q2 		$4.17M Buy
80,457
+57,221
+246% +$3.18M 0.55% 52
2020
Q1 		$1.26M Buy
+23,236
New +$1.47M 0.82% 16
2019
Q2 		– Sell
-11,003
Closed -$568K – 1413
2019
Q1 		$568K Sell
11,003
-907
-8% -$44.5K 0.05% 407
2018
Q4 		$523K Sell
11,910
-20,524
-63% -$933K 0.05% 431
2018
Q3 		$1.41M Buy
+32,434
New +$1.49M 0.1% 295
2017
Q3 		– Sell
-107,283
Closed -$5.14M – 1415
2017
Q2 		$5.14M Buy
107,283
+97,484
+995% +$4.89M 0.48% 39
2017
Q1 		$487K Sell
9,799
-30,362
-76% -$1.5M 0.05% 412
2016
Q4 		$1.98M Sell
40,161
-6,601
-14% -$324K 0.22% 109
2016
Q3 		$2.4M Buy
+46,762
New +$2.46M 0.27% 97
2015
Q4 		– Sell
-88,472
Closed -$3.95M – 1338
2015
Q3 		$3.95M Buy
+88,472
New +$3.88M 0.69% 22
2015
Q2 		– Sell
-51,529
Closed -$2.28M – 1347
2015
Q1 		$2.28M Buy
+51,529
New +$2.45M 0.56% 27
2014
Q3 		– Sell
-85,362
Closed -$3.87M – 1371
2014
Q2 		$3.87M Buy
+85,362
New +$3.77M 0.61% 17

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Quantbot Technologies's SO Position: Q4 2025 in Review

Quantbot Technologies sold out of Southern Company (SO) in Q4 2025, closing a stake of 118,646 shares — an estimated $11.2M sold.

Quantbot Technologies first reported a position in SO in Q2 2014 and held it in 17 quarters. The position peaked at $11.2M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Quantbot Technologies reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Quantbot Technologies sold 118,646 Southern Company shares in Q4 2025, an estimated $11.2M.
  • Quantbot Technologies first reported a position in Southern Company in Q2 2014 and held it in 17 quarters.
  • Quantbot Technologies's Southern Company position peaked at $11.2M in Q3 2025.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Quantbot Technologies's 13F filing for Q4 2025, filed 10 Feb 2026.