SO — SOUTHERN CO COM

Ownership history in Quantbot Technologies LP  ·  20 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in SOUTHERN CO COM (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.24% (2012 Q2)
Avg. % of fund
0.44%
First filed
2011 Q3
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 118,646 +58,547 +97.4% 0.31% $11.2M $93.26
2021 Q3 REDUCED 60,099 -95,987 -61.5% 0.27% $3.7M $52.48
2021 Q2 ADDED 156,086 +113,435 +266.0% 0.74% $9.4M $50.73
2021 Q1 ADDED 42,651 +6,861 +19.2% 0.25% $2.7M $51.59
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SO price (monthly, adj. close)

Other funds also holding SO

As of 2025 Q4 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.31% Soroban Capital Partners LP 3Y 7Y 4.03% Portman Square Capital LLP 3Y 3.69% Chronos Wealth Management, LLC 3Y 3.57% Windle Wealth, LLC 3Y 3.55% Aull & Monroe Investment Management Corp 3Y 7Y 3.36% Carson Advisory Inc. 3Y 3.24% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 2.98% Aventail Capital Group, LP 3Y 2.93% Griffith & Werner, Inc. 2.88%
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