Quent Capital
SO icon

Quent Capital’s Southern Company SO Stock Holding History

Quent Capital’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
Q3 		$345K Buy
3,726
+247
+7% +$22.5K 0.02% 324
2026
Q2 		$333K Sell
3,479
-401
-10% -$37.8K 0.02% 314
2026
Q1 		$374K Sell
3,880
-524
-12% -$48.5K 0.03% 260
2025
Q4 		$384K Sell
4,404
-17
-0.4% -$1.55K 0.03% 258
2025
Q3 		$419K Sell
4,421
-187
-4% -$17.5K 0.04% 169
2025
Q2 		$423K Buy
4,608
+699
+18% +$62.8K 0.04% 166
2025
Q1 		$359K Buy
3,909
+66
+2% +$5.71K 0.04% 170
2024
Q4 		$316K Buy
3,843
+5
+0.1% +$439 0.03% 188
2024
Q3 		$346K Sell
3,838
-36
-0.9% -$3.08K 0.04% 232
2024
Q2 		$301K Sell
3,874
-9
-0.2% -$682 0.03% 240
2024
Q1 		$279K Buy
3,883
+314
+9% +$21.7K 0.03% 260
2023
Q4 		$250K Buy
3,569
+346
+11% +$23.8K 0.03% 267
2023
Q3 		$209K Buy
3,223
+645
+25% +$44.8K 0.03% 269
2023
Q2 		$181K Buy
2,578
+1
+0% +$72 0.03% 303
2023
Q1 		$179K Buy
2,577
+357
+16% +$24K 0.03% 299
2022
Q4 		$159K Buy
2,220
+596
+37% +$39.8K 0.03% 314
2022
Q3 		$110K Buy
1,624
+50
+3% +$3.79K 0.02% 354
2022
Q2 		$112K Buy
1,574
+49
+3% +$3.6K 0.02% 332
2022
Q1 		$111K Sell
1,525
-29
-2% -$1.96K 0.02% 394
2021
Q4 		$107K Buy
+1,554
New +$99.1K 0.02% 385

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Quent Capital's SO Position: Q3 2026 in Review

Quent Capital increased its Southern Company (SO) stake by 7.1% in Q3 2026, buying an estimated $22.5K and bringing the position to 3,726 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #324.

Quent Capital first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $423K in Q2 2025. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Quent Capital held 3,726 shares of Southern Company worth $345K as of Q3 2026.
  • Quent Capital bought 247 Southern Company shares in Q3 2026, an estimated $22.5K.
  • Southern Company made up 0.02% of Quent Capital's portfolio in Q3 2026, its #324 holding.
  • Quent Capital first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Quent Capital's Southern Company position peaked at $423K in Q2 2025.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Quent Capital's 13F filing for Q3 2026, filed 9 Nov 2026.