XTX Topco’s Southern Company SO Stock Holding History

XTX Topco’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	–	Sell	-3,789	Closed	-$330K	–	4343
2025 Q4	$330K	Sell	3,789 -61,425	-94%	-$5.61M	0.01%	1981
2025 Q3	$6.18M	Buy	+65,214	New	+$6.09M	0.32%	13
2025 Q2	–	Sell	-38,840	Closed	-$3.57M	–	3106
2025 Q1	$3.57M	Buy	38,840 +8,360	+27%	+$724K	0.18%	90
2024 Q4	$2.51M	Buy	+30,480	New	+$2.67M	0.21%	55
2023 Q3	–	Sell	-17,775	Closed	-$1.25M	–	1977
2023 Q2	$1.25M	Buy	+17,775	New	+$1.27M	0.22%	48
2022 Q3	–	Sell	-6,772	Closed	-$483K	–	1361
2022 Q2	$483K	Buy	+6,772	New	+$497K	0.2%	124
2022 Q1	–	Sell	-6,043	Closed	-$414K	–	927
2021 Q4	$414K	Buy	+6,043	New	+$385K	0.23%	106

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

XTX Topco's SO Position: Q1 2026 in Review

XTX Topco sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,789 shares — an estimated $330K sold.

XTX Topco first reported a position in SO in Q4 2021 and held it in 7 quarters. The position peaked at $6.18M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

XTX Topco reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
XTX Topco sold 3,789 Southern Company shares in Q1 2026, an estimated $330K.
XTX Topco first reported a position in Southern Company in Q4 2021 and held it in 7 quarters.
XTX Topco's Southern Company position peaked at $6.18M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.