V-Square Quantitative Management’s Southern Company SO Stock Holding History

V-Square Quantitative Management’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	$761K	Buy	7,882 +1,178	+18%	+$109K	0.08%	213
2025 Q4	$585K	Buy	+6,704	New	+$612K	0.06%	273
2025 Q3	–	Sell	-4,376	Closed	-$402K	–	523
2025 Q2	$402K	Sell	4,376 -61	-1%	-$5.48K	0.05%	349
2025 Q1	$408K	Sell	4,437 -373	-8%	-$32.3K	0.06%	342
2024 Q4	$396K	Buy	4,810 +747	+18%	+$65.5K	0.06%	353
2024 Q3	$366K	Buy	4,063 +1,256	+45%	+$107K	0.05%	376
2024 Q2	$218K	Sell	2,807 -2,032	-42%	-$154K	0.04%	454
2024 Q1	$347K	Hold	4,839	–	–	0.05%	348
2023 Q4	$339K	Buy	4,839 +246	+5%	+$16.9K	0.06%	291
2023 Q3	$297K	Buy	4,593 +2,614	+132%	+$181K	0.13%	205
2023 Q2	$139K	Buy	+1,979	New	+$142K	0.1%	179

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

V-Square Quantitative Management's SO Position: Q1 2026 in Review

V-Square Quantitative Management increased its Southern Company (SO) stake by 18% in Q1 2026, buying an estimated $109K and bringing the position to 7,882 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #213.

V-Square Quantitative Management first reported a position in SO in Q2 2023 and has held it in 11 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

V-Square Quantitative Management held 7,882 shares of Southern Company worth $761K as of Q1 2026.
V-Square Quantitative Management bought 1,178 Southern Company shares in Q1 2026, an estimated $109K.
Southern Company made up 0.08% of V-Square Quantitative Management's portfolio in Q1 2026, its #213 holding.
V-Square Quantitative Management first reported a position in Southern Company in Q2 2023 and has held it in 11 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.