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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Quantinno Capital Management's SO Position: Q1 2026 in Review

Quantinno Capital Management increased its Southern Company (SO) stake by 35% in Q1 2026, buying an estimated $11.1M and bringing the position to 459,563 shares worth $44.4M. The position accounts for 0.07% of the portfolio, ranked #310.

Quantinno Capital Management first reported a position in SO in Q2 2022 and has held it in 16 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Quantinno Capital Management held 459,563 shares of Southern Company worth $44.4M as of Q1 2026.
Quantinno Capital Management bought 120,316 Southern Company shares in Q1 2026, an estimated $11.1M.
Southern Company made up 0.07% of Quantinno Capital Management's portfolio in Q1 2026, its #310 holding.
Quantinno Capital Management first reported a position in Southern Company in Q2 2022 and has held it in 16 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.