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 Q2	$512K	Buy	+5,350	New	+$504K	0.01%	2429
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

XTX Topco's SO Position: Q2 2026 in Review

XTX Topco opened a new position in Southern Company (SO) in Q2 2026: 5,350 shares worth $512K. The stake represents 0.01% of the portfolio and ranks #2429 among its holdings. This is a return to the name: XTX Topco previously reported a position in SO as recently as Q4 2025.

XTX Topco first reported a position in SO in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.18M in Q3 2025. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

XTX Topco held 5,350 shares of Southern Company worth $512K as of Q2 2026.
Southern Company was a new XTX Topco position in Q2 2026.
Southern Company made up 0.01% of XTX Topco's portfolio in Q2 2026, its #2429 holding.
XTX Topco first reported a position in Southern Company in Q4 2021 and has held it in 8 quarters since.
XTX Topco's Southern Company position peaked at $6.18M in Q3 2025.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.