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	$2.39M	Sell	24,800 -22,200	-47%	-$2.05M	﹤0.01%	2060
2025 Q4	$4.1M	Buy	47,000 +19,000	+68%	+$1.73M	﹤0.01%	1879
2025 Q3	$2.65M	Buy	28,000 +300	+1%	+$28K	﹤0.01%	2099
2025 Q2	$2.54M	Buy	27,700 +600	+2%	+$53.9K	﹤0.01%	2088
2025 Q1	$2.49M	Sell	27,100 -38,100	-58%	-$3.3M	﹤0.01%	1873
2024 Q4	$5.37M	Buy	+65,200	New	+$5.72M	0.01%	1453

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

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.