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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$766K Buy
8,004
+122
+2% +$11.5K 0.07% 240
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

V-Square Quantitative Management's SO Position: Q2 2026 in Review

V-Square Quantitative Management increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 8,004 shares worth $766K. The position accounts for 0.07% of the portfolio, ranked #240.

V-Square Quantitative Management first reported a position in SO in Q2 2023 and has held it in 12 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • V-Square Quantitative Management held 8,004 shares of Southern Company worth $766K as of Q2 2026.
  • V-Square Quantitative Management bought 122 Southern Company shares in Q2 2026, an estimated $11.5K.
  • Southern Company made up 0.07% of V-Square Quantitative Management's portfolio in Q2 2026, its #240 holding.
  • V-Square Quantitative Management first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.