Y-Intercept (HK)
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Y-Intercept (HK)’s Southern Company SO Stock Holding History

Y-Intercept (HK)’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
Q3 		$1.89M Buy
22,811
+20,212
+778% +$1.84M 0.04% 660
2026
Q2 		$249K Buy
+2,599
New +$245K ﹤0.01% 1513
2025
Q4 		– Sell
-51,193
Closed -$4.85M – 1958
2025
Q3 		$4.85M Buy
+51,193
New +$4.78M 0.12% 217
2025
Q1 		– Sell
-18,042
Closed -$1.49M – 1579
2024
Q4 		$1.49M Buy
18,042
+10,194
+130% +$894K 0.1% 289
2024
Q3 		$708K Buy
7,848
+5,198
+196% +$444K 0.04% 605
2024
Q2 		$206K Buy
+2,650
New +$201K 0.01% 1173
2024
Q1 		– Sell
-24,273
Closed -$1.7M – 1734
2023
Q4 		$1.7M Sell
24,273
-10,142
-29% -$696K 0.16% 169
2023
Q3 		$2.23M Buy
34,415
+23,823
+225% +$1.65M 0.22% 116
2023
Q2 		$744K Buy
+10,592
New +$760K 0.08% 398
2022
Q4 		– Sell
-56,187
Closed -$3.82M – 1323
2022
Q3 		$3.82M Buy
56,187
+48,360
+618% +$3.66M 0.38% 39
2022
Q2 		$558K Buy
+7,827
New +$575K 0.07% 394
2021
Q4 		– Sell
-26,378
Closed -$1.64M – 861
2021
Q3 		$1.64M Buy
26,378
+13,300
+102% +$856K 0.3% 94
2021
Q2 		$791K Sell
13,078
-24,297
-65% -$1.55M 0.2% 145
2021
Q1 		$2.3M Buy
37,375
+31,911
+584% +$1.91M 0.62% 17
2020
Q4 		$331K Buy
+5,464
New +$328K 0.14% 279

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Y-Intercept (HK)'s SO Position: Q3 2026 in Review

Y-Intercept (HK) increased its Southern Company (SO) stake by 778% in Q3 2026, buying an estimated $1.84M and bringing the position to 22,811 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #660.

Y-Intercept (HK) first reported a position in SO in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.85M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Y-Intercept (HK) held 22,811 shares of Southern Company worth $1.89M as of Q3 2026.
  • Y-Intercept (HK) bought 20,212 Southern Company shares in Q3 2026, an estimated $1.84M.
  • Southern Company made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #660 holding.
  • Y-Intercept (HK) first reported a position in Southern Company in Q4 2020 and has held it in 15 quarters since.
  • Y-Intercept (HK)'s Southern Company position peaked at $4.85M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.