Susquehanna Portfolio Strategies’s Southern Company SO Stock Holding History

Susquehanna Portfolio Strategies’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	$28M	Buy	292,936 +1,008	+0.3%	+$94.9K	0.45%	56
2026 Q1	$28.2M	Buy	291,928 +147,833	+103%	+$13.7M	0.42%	60
2025 Q4	$12.6M	Buy	+144,095	New	+$13.2M	0.19%	141
2024 Q4	–	Sell	-236,143	Closed	-$21.3M	–	286
2024 Q3	$21.3M	Sell	236,143 -23,407	-9%	-$2M	1.46%	14
2024 Q2	$20.1M	Hold	259,550	–	–	0.83%	30
2024 Q1	$18.6M	Sell	259,550 -144,753	-36%	-$9.99M	0.43%	59
2023 Q4	$28.3M	Buy	+404,303	New	+$27.8M	0.5%	48

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Susquehanna Portfolio Strategies's SO Position: Q2 2026 in Review

Susquehanna Portfolio Strategies increased its Southern Company (SO) stake by 0.35% in Q2 2026, buying an estimated $94.9K and bringing the position to 292,936 shares worth $28M. The position accounts for 0.45% of the portfolio, ranked #56.

Susquehanna Portfolio Strategies first reported a position in SO in Q4 2023 and has held it in 7 quarters since. The position peaked at $28.3M in Q4 2023. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Susquehanna Portfolio Strategies held 292,936 shares of Southern Company worth $28M as of Q2 2026.
Susquehanna Portfolio Strategies bought 1,008 Southern Company shares in Q2 2026, an estimated $94.9K.
Southern Company made up 0.45% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #56 holding.
Susquehanna Portfolio Strategies first reported a position in Southern Company in Q4 2023 and has held it in 7 quarters since.
Susquehanna Portfolio Strategies's Southern Company position peaked at $28.3M in Q4 2023.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.