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Quantinno Capital Management’s Southern Company SO Stock Holding History

Quantinno 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 		$67M Buy
700,173
+240,610
+52% +$22.7M 0.08% 281
2026
Q1 		$44.4M Buy
459,563
+120,316
+35% +$11.1M 0.07% 310
2025
Q4 		$29.6M Buy
339,247
+40,760
+14% +$3.72M 0.06% 384
2025
Q3 		$28.3M Buy
298,487
+96,611
+48% +$9.02M 0.08% 293
2025
Q2 		$18.5M Buy
201,876
+50,450
+33% +$4.53M 0.08% 279
2025
Q1 		$13.9M Buy
151,426
+56,933
+60% +$4.93M 0.09% 257
2024
Q4 		$7.78M Buy
94,493
+19,410
+26% +$1.7M 0.08% 287
2024
Q3 		$6.77M Buy
75,083
+10,057
+15% +$859K 0.09% 253
2024
Q2 		$5.04M Buy
65,026
+6,151
+10% +$466K 0.09% 235
2024
Q1 		$4.22M Buy
58,875
+5,251
+10% +$362K 0.09% 241
2023
Q4 		$3.76M Buy
53,624
+16,088
+43% +$1.1M 0.13% 166
2023
Q3 		$2.43M Buy
37,536
+8,797
+31% +$611K 0.11% 227
2023
Q2 		$2.02M Buy
28,739
+4,903
+21% +$352K 0.12% 218
2023
Q1 		$1.66M Buy
23,836
+2,080
+10% +$140K 0.11% 241
2022
Q4 		$1.55M Buy
21,756
+16,569
+319% +$1.11M 0.12% 251
2022
Q3 		$353K Buy
5,187
+1,549
+43% +$117K 0.05% 449
2022
Q2 		$259K Buy
+3,638
New +$267K 0.04% 493

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

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

Quantinno Capital Management increased its Southern Company (SO) stake by 52% in Q2 2026, buying an estimated $22.7M and bringing the position to 700,173 shares worth $67M. The position accounts for 0.08% of the portfolio, ranked #281.

Quantinno Capital Management first reported a position in SO in Q2 2022 and has held it in 17 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Quantinno Capital Management held 700,173 shares of Southern Company worth $67M as of Q2 2026.
  • Quantinno Capital Management bought 240,610 Southern Company shares in Q2 2026, an estimated $22.7M.
  • Southern Company made up 0.08% of Quantinno Capital Management's portfolio in Q2 2026, its #281 holding.
  • Quantinno Capital Management first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.