SEC 13F Intelligence

Susquehanna Portfolio Strategies, LLC / SO

Susquehanna Portfolio Strategies, LLC’s Southern Co Position

Does Susquehanna Portfolio Strategies, LLC own Southern Co (SO)? Yes — 291.9K shares worth $28M (+0.42% of its 13F portfolio) as of Q1 2026, up from 144.1K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
291.9K
% of Portfolio
+0.42%
Quarters Held
6
currently held

Position History SO

Reported value by quarter
Q4 ’23: $28MQ4 ’23Q1 ’24: $19MQ1 ’24Q2 ’24: $20MQ2 ’24Q3 ’24: $21MQ3 ’24Q4 ’25: $13MQ4 ’25Q1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026291.9K$28M+0.42%
Q4 2025144.1K$13M+0.19%
Q3 2024236.1K$21M+1.46%
Q2 2024259.6K$20M+0.83%
Q1 2024259.6K$19M+0.43%
Q4 2023404.3K$28M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Susquehanna Portfolio Strategies, LLC’s full portfolio or all institutional holders of SO.