Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Southern Company SO Stock Holding History

Qube Research & Technologies (QRT)’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 		$83.6M Buy
866,507
+174,843
+25% +$16.2M 0.09% 269
2025
Q4 		$60.3M Sell
691,664
-92,301
-12% -$8.43M 0.06% 412
2025
Q3 		$74.3M Buy
783,965
+310,151
+65% +$29M 0.08% 327
2025
Q2 		$43.5M Sell
473,814
-1,702,349
-78% -$153M 0.04% 523
2025
Q1 		$200M Sell
2,176,163
-458,630
-17% -$39.7M 0.23% 95
2024
Q4 		$217M Buy
2,634,793
+2,137,749
+430% +$188M 0.28% 59
2024
Q3 		$44.8M Buy
+497,044
New +$42.5M 0.07% 380
2024
Q2 		– Sell
-607,651
Closed -$43.6M – 4652
2024
Q1 		$43.6M Buy
607,651
+331,508
+120% +$22.9M 0.07% 335
2023
Q4 		$19.4M Buy
+276,143
New +$19M 0.04% 525
2022
Q4 		– Sell
-420,560
Closed -$28.6M – 2956
2022
Q3 		$28.6M Buy
+420,560
New +$31.9M 0.17% 149
2021
Q4 		– Sell
-174,411
Closed -$10.8M – 2937
2021
Q3 		$10.8M Sell
174,411
-333,019
-66% -$21.4M 0.14% 182
2021
Q2 		$30.7M Buy
+507,430
New +$32.5M 0.35% 39
2021
Q1 		– Sell
-178,580
Closed -$11M – 2378
2020
Q4 		$11M Buy
178,580
+50,321
+39% +$3.03M 0.16% 136
2020
Q3 		$6.95M Sell
128,259
-297,646
-70% -$15.9M 0.1% 271
2020
Q2 		$22.1M Buy
425,905
+275,346
+183% +$15.3M 0.32% 55
2020
Q1 		$8.15M Buy
150,559
+124,049
+468% +$7.86M 0.33% 49
2019
Q4 		$1.69M Buy
+26,510
New +$1.64M 0.05% 413
2019
Q3 		– Sell
-5,259
Closed -$291K – 433
2019
Q2 		$291K Sell
5,259
-44,329
-89% -$2.37M 0.07% 276
2019
Q1 		$2.56M Buy
49,588
+17,765
+56% +$871K 0.34% 67
2018
Q4 		$1.4M Buy
31,823
+1,532
+5% +$69.6K 0.6% 17
2018
Q3 		$1.32M Buy
30,291
+23,404
+340% +$1.08M 0.18% 97
2018
Q2 		$319K Sell
6,887
-8,872
-56% -$397K 0.2% 106
2018
Q1 		$703K Buy
+15,759
New +$700K 0.27% 55

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

Qube Research & Technologies (QRT)'s SO Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its Southern Company (SO) stake by 25% in Q1 2026, buying an estimated $16.2M and bringing the position to 866,507 shares worth $83.6M. The position accounts for 0.09% of the portfolio, ranked #269.

Qube Research & Technologies (QRT) first reported a position in SO in Q1 2018 and has held it in 23 quarters since. The position peaked at $217M in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Qube Research & Technologies (QRT) held 866,507 shares of Southern Company worth $83.6M as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 174,843 Southern Company shares in Q1 2026, an estimated $16.2M.
  • Southern Company made up 0.09% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #269 holding.
  • Qube Research & Technologies (QRT) first reported a position in Southern Company in Q1 2018 and has held it in 23 quarters since.
  • Qube Research & Technologies (QRT)'s Southern Company position peaked at $217M in Q4 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.