Qube Research & Technologies (QRT)
SO icon

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
Q2 		$1.45M Sell
15,200
-6,000
-28% -$565K ﹤0.01% 2259
2026
Q1 		$2.05M Sell
21,200
-8,200
-28% -$759K ﹤0.01% 2162
2025
Q4 		$2.56M Buy
29,400
+18,400
+167% +$1.68M ﹤0.01% 2147
2025
Q3 		$1.04M Sell
11,000
-43,000
-80% -$4.01M ﹤0.01% 2494
2025
Q2 		$4.96M Buy
54,000
+43,700
+424% +$3.92M 0.01% 1705
2025
Q1 		$947K Buy
+10,300
New +$892K ﹤0.01% 2295

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

Qube Research & Technologies (QRT)'s SO Position: Q2 2026 in Review

Qube Research & Technologies (QRT) sold out of Southern Company (SO) in Q2 2026, closing a stake of 866,507 shares — an estimated $81.6M sold.

Qube Research & Technologies (QRT) first reported a position in SO in Q1 2018 and held it in 23 quarters. The position peaked at $217M in Q4 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Qube Research & Technologies (QRT) reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 866,507 Southern Company shares in Q2 2026, an estimated $81.6M.
  • Qube Research & Technologies (QRT) first reported a position in Southern Company in Q1 2018 and held it in 23 quarters.
  • Qube Research & Technologies (QRT)'s Southern Company position peaked at $217M in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.