WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Southern Company SO Stock Holding History

WorldQuant Millennium Advisors’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 		$49M Buy
512,138
+135,507
+36% +$12.8M 0.17% 152
2026
Q1 		$36.4M Buy
376,631
+22,888
+6% +$2.12M 0.14% 163
2025
Q4 		$30.8M Sell
353,743
-663,923
-65% -$60.6M 0.12% 179
2025
Q3 		$96.4M Buy
1,017,666
+949,000
+1,382% +$88.6M 0.42% 71
2025
Q2 		$6.31M Buy
68,666
+50,057
+269% +$4.5M 0.03% 293
2025
Q1 		$1.71M Buy
+18,609
New +$1.61M 0.01% 357
2024
Q4 		– Sell
-35,205
Closed -$3.17M – 503
2024
Q3 		$3.17M Buy
+35,205
New +$3.01M 0.02% 315
2023
Q1 		– Sell
-53,204
Closed -$3.8M – 405
2022
Q4 		$3.8M Sell
53,204
-73,365
-58% -$4.91M 0.09% 217
2022
Q3 		$8.61M Buy
+126,569
New +$9.59M 0.21% 143
2021
Q4 		– Sell
-18,364
Closed -$1.14M – 377
2021
Q3 		$1.14M Hold
18,364
– – 0.02% 275
2021
Q2 		$1.11M Hold
18,364
– – 0.02% 270
2021
Q1 		$1.14M Hold
18,364
– – 0.02% 314
2020
Q4 		$1.13M Hold
18,364
– – 0.02% 318
2020
Q3 		$996K Buy
18,364
+1,526
+9% +$81.6K 0.02% 305
2020
Q2 		$873K Sell
16,838
-27,776
-62% -$1.54M 0.02% 318
2020
Q1 		$2.42M Sell
44,614
-5,364
-11% -$340K 0.06% 258
2019
Q4 		$3.18M Sell
49,978
-30,677
-38% -$1.9M 0.06% 249
2019
Q3 		$4.98M Sell
80,655
-3,446
-4% -$200K 0.1% 205
2019
Q2 		$4.65M Buy
84,101
+14,357
+21% +$769K 0.09% 192
2019
Q1 		$3.6M Buy
69,744
+7,267
+12% +$356K 0.09% 194
2018
Q4 		$2.74M Buy
62,477
+20,556
+49% +$934K 0.08% 208
2018
Q3 		$1.83M Buy
41,921
+1,403
+3% +$64.7K 0.06% 215
2018
Q2 		$1.88M Buy
+40,518
New +$1.81M 0.07% 204

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WorldQuant Millennium Advisors's SO Position: Q2 2026 in Review

WorldQuant Millennium Advisors increased its Southern Company (SO) stake by 36% in Q2 2026, buying an estimated $12.8M and bringing the position to 512,138 shares worth $49M. The position accounts for 0.17% of the portfolio, ranked #152.

WorldQuant Millennium Advisors first reported a position in SO in Q2 2018 and has held it in 23 quarters since. The position peaked at $96.4M in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WorldQuant Millennium Advisors held 512,138 shares of Southern Company worth $49M as of Q2 2026.
  • WorldQuant Millennium Advisors bought 135,507 Southern Company shares in Q2 2026, an estimated $12.8M.
  • Southern Company made up 0.17% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #152 holding.
  • WorldQuant Millennium Advisors first reported a position in Southern Company in Q2 2018 and has held it in 23 quarters since.
  • WorldQuant Millennium Advisors's Southern Company position peaked at $96.4M in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.