Systematic Alpha Investments’s Southern Company SO Stock Holding History

Systematic Alpha Investments’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	$2.9M	Hold	30,000	–	–	0.1%	73
2025 Q4	$2.62M	Hold	30,000	–	–	0.08%	79
2025 Q3	$2.84M	Hold	30,000	–	–	0.09%	75
2025 Q2	$2.75M	Hold	30,000	–	–	0.1%	72
2025 Q1	$2.76M	Hold	30,000	–	–	0.11%	69
2024 Q4	$2.47M	Hold	30,000	–	–	0.09%	74
2024 Q3	$2.71M	Hold	30,000	–	–	0.1%	68
2024 Q2	$2.33M	Hold	30,000	–	–	0.09%	74
2024 Q1	$2.15M	Hold	30,000	–	–	0.09%	76
2023 Q4	$2.1M	Hold	30,000	–	–	0.09%	77
2023 Q3	$1.94M	Hold	30,000	–	–	0.1%	75
2023 Q2	$2.11M	Hold	30,000	–	–	0.1%	73
2023 Q1	$2.09M	Hold	30,000	–	–	0.11%	72
2022 Q4	$2.14M	Hold	30,000	–	–	0.11%	74
2022 Q3	$2.04M	Hold	30,000	–	–	0.12%	69
2022 Q2	$2.14M	Hold	30,000	–	–	0.12%	70
2022 Q1	$2.17M	Hold	30,000	–	–	0.11%	76
2021 Q4	$2.06M	Hold	30,000	–	–	0.1%	78
2021 Q3	$1.87M	Hold	30,000	–	–	0.08%	85
2021 Q2	$1.96M	Hold	30,000	–	–	0.09%	83
2021 Q1	$1.86M	Hold	30,000	–	–	0.12%	79
2020 Q4	$1.84M	Buy	+30,000	New	+$1.8M	0.2%	72

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

Systematic Alpha Investments's SO Position: Q1 2026 in Review

Systematic Alpha Investments held its Southern Company (SO) position steady in Q1 2026 at 30,000 shares worth $2.9M. The position accounts for 0.1% of the portfolio, ranked #73.

Systematic Alpha Investments first reported a position in SO in Q4 2020 and has held it in 22 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Systematic Alpha Investments held 30,000 shares of Southern Company worth $2.9M as of Q1 2026.
Systematic Alpha Investments left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.1% of Systematic Alpha Investments's portfolio in Q1 2026, its #73 holding.
Systematic Alpha Investments first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.