Citadel Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.4M | Buy |
894,897
+502,837
| +128% | +$46.5M | 0.01% | 916 |
|
|
2025
Q4 | $34.2M | Sell |
392,060
-311,454
| -44% | -$28.4M | 0.01% | 1772 |
|
|
2025
Q3 | $66.7M | Sell |
703,514
-1,661,394
| -70% | -$155M | 0.01% | 1127 |
|
|
2025
Q2 | $217M | Sell |
2,364,908
-70,651
| -3% | -$6.35M | 0.04% | 383 |
|
|
2025
Q1 | $224M | Buy |
2,435,559
+2,208,783
| +974% | +$191M | 0.04% | 339 |
|
|
2024
Q4 | $18.7M | Sell |
226,776
-486,934
| -68% | -$42.7M | ﹤0.01% | 2230 |
|
|
2024
Q3 | $64.4M | Buy |
713,710
+167,706
| +31% | +$14.3M | 0.01% | 1004 |
|
|
2024
Q2 | $42.4M | Buy |
546,004
+491,149
| +895% | +$37.2M | 0.01% | 1283 |
|
|
2024
Q1 | $3.94M | Sell |
54,855
-160,924
| -75% | -$11.1M | ﹤0.01% | 4323 |
|
|
2023
Q4 | $15.1M | Sell |
215,779
-467,856
| -68% | -$32.1M | ﹤0.01% | 2323 |
|
|
2023
Q3 | $44.2M | Sell |
683,635
-62,539
| -8% | -$4.34M | 0.01% | 1167 |
|
|
2023
Q2 | $52.4M | Buy |
+746,174
| New | +$53.5M | 0.01% | 1010 |
|
|
2023
Q1 | – | Sell |
-522,728
| Closed | -$35.2M | – | 15459 |
|
|
2022
Q4 | $37.3M | Sell |
522,728
-359,851
| -41% | -$24.1M | 0.01% | 1366 |
|
|
2022
Q3 | $60M | Buy |
882,579
+234,288
| +36% | +$17.7M | 0.01% | 923 |
|
|
2022
Q2 | $46.2M | Sell |
648,291
-89,844
| -12% | -$6.6M | 0.01% | 1076 |
|
|
2022
Q1 | $53.5M | Sell |
738,135
-439,639
| -37% | -$29.8M | 0.01% | 1073 |
|
|
2021
Q4 | $80.8M | Buy |
1,177,774
+19,777
| +2% | +$1.26M | 0.02% | 811 |
|
|
2021
Q3 | $71.8M | Buy |
1,157,997
+557,950
| +93% | +$35.9M | 0.01% | 860 |
|
|
2021
Q2 | $36.3M | Buy |
600,047
+188,636
| +46% | +$12.1M | 0.01% | 1414 |
|
|
2021
Q1 | $25.6M | Sell |
411,411
-300,338
| -42% | -$18M | 0.01% | 1682 |
|
|
2020
Q4 | $43.7M | Buy |
+711,749
| New | +$42.8M | 0.01% | 1057 |
|
|
2020
Q3 | – | Sell |
-123,810
| Closed | -$6.62M | – | 10684 |
|
|
2020
Q2 | $6.42M | Sell |
123,810
-534,591
| -81% | -$29.7M | ﹤0.01% | 2738 |
|
|
2020
Q1 | $35.6M | Buy |
658,401
+516,904
| +365% | +$32.7M | 0.02% | 817 |
|
|
2019
Q4 | $9.01M | Sell |
141,497
-386,544
| -73% | -$24M | ﹤0.01% | 2310 |
|
|
2019
Q3 | $32.6M | Buy |
528,041
+312,070
| +144% | +$18.1M | 0.02% | 1056 |
|
|
2019
Q2 | $11.9M | Sell |
215,971
-1,243,885
| -85% | -$66.6M | 0.01% | 1969 |
|
|
2019
Q1 | $75.4M | Buy |
1,459,856
+651,196
| +81% | +$31.9M | 0.04% | 495 |
|
|
2018
Q4 | $35.5M | Buy |
808,660
+369,305
| +84% | +$16.8M | 0.02% | 815 |
|
|
2018
Q3 | $19.2M | Buy |
439,355
+180,217
| +70% | +$8.31M | 0.01% | 1432 |
|
|
2018
Q2 | $12M | Buy |
259,138
+132,758
| +105% | +$5.94M | 0.01% | 1760 |
|
|
2018
Q1 | $5.64M | Sell |
126,380
-170,037
| -57% | -$7.55M | ﹤0.01% | 2343 |
|
|
2017
Q4 | $14.3M | Sell |
296,417
-68,218
| -19% | -$3.48M | 0.01% | 1400 |
|
|
2017
Q3 | $17.9M | Buy |
364,635
+39,348
| +12% | +$1.91M | 0.01% | 1146 |
|
|
2017
Q2 | $15.6M | Sell |
325,287
-455,511
| -58% | -$22.8M | 0.01% | 1145 |
|
|
2017
Q1 | $38.9M | Buy |
780,798
+744,119
| +2,029% | +$36.8M | 0.04% | 572 |
|
|
2016
Q4 | $1.8M | Sell |
36,679
-39,477
| -52% | -$1.94M | ﹤0.01% | 3079 |
|
|
2016
Q3 | $3.91M | Buy |
76,156
+6,693
| +10% | +$352K | ﹤0.01% | 2233 |
|
|
2016
Q2 | $3.73M | Buy |
69,463
+63,918
| +1,153% | +$3.21M | ﹤0.01% | 2099 |
|
|
2016
Q1 | $287K | Sell |
5,545
-8,615
| -61% | -$420K | ﹤0.01% | 5155 |
|
|
2015
Q4 | $663K | Sell |
14,160
-146,877
| -91% | -$6.66M | ﹤0.01% | 4102 |
|
|
2015
Q3 | $7.2M | Buy |
161,037
+40,410
| +33% | +$1.77M | 0.01% | 1593 |
|
|
2015
Q2 | $5.05M | Sell |
120,627
-149,562
| -55% | -$6.52M | ﹤0.01% | 2060 |
|
|
2015
Q1 | $12M | Buy |
270,189
+90,712
| +51% | +$4.31M | 0.01% | 1313 |
|
|
2014
Q4 | $8.81M | Sell |
179,477
-123,667
| -41% | -$5.84M | 0.01% | 1504 |
|
|
2014
Q3 | $13.2M | Buy |
303,144
+149,555
| +97% | +$6.57M | 0.01% | 1180 |
|
|
2014
Q2 | $6.97M | Sell |
153,589
-199,286
| -56% | -$8.81M | 0.01% | 1556 |
|
|
2014
Q1 | $15.5M | Buy |
352,875
+169,556
| +92% | +$7.11M | 0.02% | 991 |
|
|
2013
Q4 | $7.54M | Buy |
183,319
+31,764
| +21% | +$1.31M | 0.01% | 1398 |
|
|
2013
Q3 | $6.24M | Buy |
151,555
+105,882
| +232% | +$4.56M | 0.01% | 1420 |
|
|
2013
Q2 | $2.02M | Buy |
+45,673
| New | +$2.1M | ﹤0.01% | 2486 |
|
Other funds holding SO
VCM
VPM
Citadel Advisors's SO Position: Q1 2026 in Review
Citadel Advisors increased its Southern Company (SO) stake by 128% in Q1 2026, buying an estimated $46.5M and bringing the position to 894,897 shares worth $86.4M. The position accounts for 0.01% of the portfolio, ranked #916.
Citadel Advisors first reported a position in SO in Q2 2013 and has held it in 50 quarters since. The position peaked at $224M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Citadel Advisors held 894,897 shares of Southern Company worth $86.4M as of Q1 2026.
- Citadel Advisors bought 502,837 Southern Company shares in Q1 2026, an estimated $46.5M.
- Southern Company made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #916 holding.
- Citadel Advisors first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
- Citadel Advisors's Southern Company position peaked at $224M in Q1 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.