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 | $96.3M | Buy |
998,100
+290,600
| +41% | +$26.9M | 0.02% | 832 |
|
|
2025
Q4 | $61.7M | Sell |
707,500
-216,800
| -23% | -$19.8M | 0.01% | 1234 |
|
|
2025
Q3 | $87.6M | Buy |
924,300
+241,200
| +35% | +$22.5M | 0.01% | 934 |
|
|
2025
Q2 | $62.7M | Buy |
683,100
+171,200
| +33% | +$15.4M | 0.01% | 1065 |
|
|
2025
Q1 | $47.1M | Buy |
511,900
+143,400
| +39% | +$12.4M | 0.01% | 1203 |
|
|
2024
Q4 | $30.3M | Sell |
368,500
-947,300
| -72% | -$83.1M | 0.01% | 1729 |
|
|
2024
Q3 | $119M | Buy |
1,315,800
+493,200
| +60% | +$42.1M | 0.02% | 602 |
|
|
2024
Q2 | $63.8M | Buy |
822,600
+109,800
| +15% | +$8.32M | 0.01% | 962 |
|
|
2024
Q1 | $51.1M | Sell |
712,800
-136,600
| -16% | -$9.43M | 0.01% | 1190 |
|
|
2023
Q4 | $59.6M | Buy |
849,400
+43,200
| +5% | +$2.97M | 0.01% | 1051 |
|
|
2023
Q3 | $52.2M | Buy |
806,200
+46,100
| +6% | +$3.2M | 0.01% | 1043 |
|
|
2023
Q2 | $53.4M | Sell |
760,100
-68,300
| -8% | -$4.9M | 0.01% | 998 |
|
|
2023
Q1 | $57.6M | Buy |
828,400
+47,000
| +6% | +$3.16M | 0.01% | 960 |
|
|
2022
Q4 | $55.8M | Sell |
781,400
-69,600
| -8% | -$4.65M | 0.01% | 1040 |
|
|
2022
Q3 | $57.9M | Sell |
851,000
-182,300
| -18% | -$13.8M | 0.01% | 948 |
|
|
2022
Q2 | $73.7M | Buy |
1,033,300
+109,700
| +12% | +$8.05M | 0.02% | 763 |
|
|
2022
Q1 | $67M | Buy |
923,600
+369,100
| +67% | +$25M | 0.01% | 901 |
|
|
2021
Q4 | $38M | Buy |
554,500
+193,000
| +53% | +$12.3M | 0.01% | 1398 |
|
|
2021
Q3 | $22.4M | Buy |
361,500
+37,300
| +12% | +$2.4M | ﹤0.01% | 1874 |
|
|
2021
Q2 | $19.6M | Sell |
324,200
-356,400
| -52% | -$22.8M | ﹤0.01% | 2102 |
|
|
2021
Q1 | $42.3M | Buy |
680,600
+326,100
| +92% | +$19.5M | 0.01% | 1183 |
|
|
2020
Q4 | $21.8M | Sell |
354,500
-387,500
| -52% | -$23.3M | 0.01% | 1710 |
|
|
2020
Q3 | $40.2M | Buy |
742,000
+260,500
| +54% | +$13.9M | 0.01% | 1007 |
|
|
2020
Q2 | $25M | Sell |
481,500
-254,400
| -35% | -$14.1M | 0.01% | 1310 |
|
|
2020
Q1 | $39.8M | Buy |
735,900
+472,500
| +179% | +$29.9M | 0.02% | 757 |
|
|
2019
Q4 | $16.8M | Sell |
263,400
-95,400
| -27% | -$5.91M | 0.01% | 1649 |
|
|
2019
Q3 | $22.2M | Buy |
358,800
+161,200
| +82% | +$9.34M | 0.01% | 1374 |
|
|
2019
Q2 | $10.9M | Sell |
197,600
-134,600
| -41% | -$7.21M | 0.01% | 2078 |
|
|
2019
Q1 | $17.2M | Sell |
332,200
-100
| -0% | -$4.9K | 0.01% | 1488 |
|
|
2018
Q4 | $14.6M | Sell |
332,300
-414,800
| -56% | -$18.9M | 0.01% | 1497 |
|
|
2018
Q3 | $32.6M | Buy |
747,100
+163,200
| +28% | +$7.52M | 0.01% | 1026 |
|
|
2018
Q2 | $27M | Buy |
583,900
+75,200
| +15% | +$3.37M | 0.01% | 1079 |
|
|
2018
Q1 | $22.7M | Buy |
508,700
+453,100
| +815% | +$20.1M | 0.01% | 1026 |
|
|
2017
Q4 | $2.67M | Sell |
55,600
-197,600
| -78% | -$10.1M | ﹤0.01% | 3243 |
|
|
2017
Q3 | $12.4M | Buy |
253,200
+82,200
| +48% | +$3.98M | 0.01% | 1419 |
|
|
2017
Q2 | $8.19M | Sell |
171,000
-151,100
| -47% | -$7.58M | 0.01% | 1615 |
|
|
2017
Q1 | $16M | Sell |
322,100
-179,700
| -36% | -$8.88M | 0.01% | 1109 |
|
|
2016
Q4 | $24.7M | Buy |
501,800
+36,200
| +8% | +$1.78M | 0.02% | 725 |
|
|
2016
Q3 | $23.9M | Buy |
465,600
+130,100
| +39% | +$6.85M | 0.02% | 769 |
|
|
2016
Q2 | $18M | Sell |
335,500
-144,400
| -30% | -$7.26M | 0.02% | 849 |
|
|
2016
Q1 | $24.8M | Buy |
479,900
+113,500
| +31% | +$5.53M | 0.03% | 626 |
|
|
2015
Q4 | $17.1M | Buy |
366,400
+161,700
| +79% | +$7.33M | 0.02% | 927 |
|
|
2015
Q3 | $9.15M | Sell |
204,700
-38,500
| -16% | -$1.69M | 0.01% | 1419 |
|
|
2015
Q2 | $10.2M | Buy |
243,200
+56,200
| +30% | +$2.45M | 0.01% | 1466 |
|
|
2015
Q1 | $8.28M | Sell |
187,000
-214,900
| -53% | -$10.2M | 0.01% | 1611 |
|
|
2014
Q4 | $19.7M | Buy |
401,900
+226,800
| +130% | +$10.7M | 0.02% | 952 |
|
|
2014
Q3 | $7.64M | Sell |
175,100
-39,500
| -18% | -$1.74M | 0.01% | 1597 |
|
|
2014
Q2 | $9.74M | Buy |
214,600
+44,000
| +26% | +$1.95M | 0.01% | 1287 |
|
|
2014
Q1 | $7.5M | Sell |
170,600
-64,300
| -27% | -$2.7M | 0.01% | 1466 |
|
|
2013
Q4 | $9.66M | Buy |
234,900
+72,100
| +44% | +$2.98M | 0.01% | 1226 |
|
|
2013
Q3 | $6.7M | Sell |
162,800
-19,100
| -11% | -$823K | 0.01% | 1364 |
|
|
2013
Q2 | $8.03M | Buy |
+181,900
| New | +$8.36M | 0.01% | 1213 |
|
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.