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 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 $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

Susquehanna Portfolio Strategies's SO Position: Q1 2026 in Review

Susquehanna Portfolio Strategies increased its Southern Company (SO) stake by 103% in Q1 2026, buying an estimated $13.7M and bringing the position to 291,928 shares worth $28.2M. The position accounts for 0.42% of the portfolio, ranked #60.

Susquehanna Portfolio Strategies first reported a position in SO in Q4 2023 and has held it in 6 quarters since. The position peaked at $28.3M in Q4 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Susquehanna Portfolio Strategies held 291,928 shares of Southern Company worth $28.2M as of Q1 2026.
Susquehanna Portfolio Strategies bought 147,833 Southern Company shares in Q1 2026, an estimated $13.7M.
Southern Company made up 0.42% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #60 holding.
Susquehanna Portfolio Strategies first reported a position in Southern Company in Q4 2023 and has held it in 6 quarters since.
Susquehanna Portfolio Strategies's Southern Company position peaked at $28.3M in Q4 2023.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2026, filed 15 May 2026.