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Quarry LP’s Southern Company SO Stock Holding History

Quarry LP’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 		$2.97K Buy
+31
New +$2.92K ﹤0.01% 1381
2026
Q1 		– Sell
-114
Closed -$9.94K – 2185
2025
Q4 		$9.94K Buy
+114
New +$10.4K ﹤0.01% 1405
2025
Q2 		– Sell
-507
Closed -$46.6K – 2032
2025
Q1 		$46.6K Sell
507
-255
-33% -$22.1K 0.01% 836
2024
Q4 		$62.7K Buy
762
+223
+41% +$19.6K 0.01% 638
2024
Q3 		$48.6K Buy
+539
New +$46K 0.01% 743

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

Quarry LP's SO Position: Q2 2026 in Review

Quarry LP opened a new position in Southern Company (SO) in Q2 2026: 31 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Quarry LP previously reported a position in SO as recently as Q4 2025.

Quarry LP first reported a position in SO in Q3 2024 and has held it in 5 quarters since. The position peaked at $62.7K in Q4 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Quarry LP held 31 shares of Southern Company worth $2.97K as of Q2 2026.
  • Southern Company was a new Quarry LP position in Q2 2026.
  • Southern Company made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #1381 holding.
  • Quarry LP first reported a position in Southern Company in Q3 2024 and has held it in 5 quarters since.
  • Quarry LP's Southern Company position peaked at $62.7K in Q4 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.