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 | $10M | Sell |
103,900
-287,800
| -73% | -$26.6M | ﹤0.01% | 3253 |
|
|
2025
Q4 | $34.2M | Buy |
391,700
+153,000
| +64% | +$14M | 0.01% | 1775 |
|
|
2025
Q3 | $22.6M | Sell |
238,700
-112,400
| -32% | -$10.5M | ﹤0.01% | 2183 |
|
|
2025
Q2 | $32.2M | Sell |
351,100
-212,000
| -38% | -$19M | 0.01% | 1611 |
|
|
2025
Q1 | $51.8M | Buy |
563,100
+85,100
| +18% | +$7.37M | 0.01% | 1116 |
|
|
2024
Q4 | $39.3M | Sell |
478,000
-361,200
| -43% | -$31.7M | 0.01% | 1496 |
|
|
2024
Q3 | $75.7M | Buy |
839,200
+389,900
| +87% | +$33.3M | 0.01% | 906 |
|
|
2024
Q2 | $34.9M | Buy |
449,300
+82,900
| +23% | +$6.28M | 0.01% | 1463 |
|
|
2024
Q1 | $26.3M | Buy |
366,400
+273,500
| +294% | +$18.9M | 0.01% | 1801 |
|
|
2023
Q4 | $6.51M | Sell |
92,900
-26,800
| -22% | -$1.84M | ﹤0.01% | 3433 |
|
|
2023
Q3 | $7.75M | Sell |
119,700
-127,100
| -51% | -$8.82M | ﹤0.01% | 3011 |
|
|
2023
Q2 | $17.3M | Sell |
246,800
-559,700
| -69% | -$40.1M | ﹤0.01% | 2035 |
|
|
2023
Q1 | $56.1M | Buy |
806,500
+627,500
| +351% | +$42.3M | 0.01% | 980 |
|
|
2022
Q4 | $12.8M | Sell |
179,000
-578,900
| -76% | -$38.7M | ﹤0.01% | 2485 |
|
|
2022
Q3 | $51.5M | Buy |
757,900
+312,500
| +70% | +$23.7M | 0.01% | 1052 |
|
|
2022
Q2 | $31.8M | Buy |
445,400
+24,100
| +6% | +$1.77M | 0.01% | 1423 |
|
|
2022
Q1 | $30.5M | Sell |
421,300
-118,400
| -22% | -$8.02M | 0.01% | 1528 |
|
|
2021
Q4 | $37M | Sell |
539,700
-216,800
| -29% | -$13.8M | 0.01% | 1425 |
|
|
2021
Q3 | $46.9M | Buy |
756,500
+242,500
| +47% | +$15.6M | 0.01% | 1188 |
|
|
2021
Q2 | $31.1M | Buy |
514,000
+175,200
| +52% | +$11.2M | 0.01% | 1573 |
|
|
2021
Q1 | $21.1M | Sell |
338,800
-65,300
| -16% | -$3.91M | 0.01% | 1899 |
|
|
2020
Q4 | $24.8M | Buy |
404,100
+101,700
| +34% | +$6.11M | 0.01% | 1585 |
|
|
2020
Q3 | $16.4M | Buy |
302,400
+18,600
| +7% | +$994K | ﹤0.01% | 1752 |
|
|
2020
Q2 | $14.7M | Sell |
283,800
-72,900
| -20% | -$4.05M | 0.01% | 1799 |
|
|
2020
Q1 | $19.3M | Buy |
356,700
+115,400
| +48% | +$7.31M | 0.01% | 1262 |
|
|
2019
Q4 | $15.4M | Buy |
241,300
+24,300
| +11% | +$1.51M | 0.01% | 1744 |
|
|
2019
Q3 | $13.4M | Sell |
217,000
-82,700
| -28% | -$4.79M | 0.01% | 1894 |
|
|
2019
Q2 | $16.6M | Sell |
299,700
-3,300
| -1% | -$177K | 0.01% | 1611 |
|
|
2019
Q1 | $15.7M | Buy |
303,000
+48,200
| +19% | +$2.36M | 0.01% | 1555 |
|
|
2018
Q4 | $11.2M | Sell |
254,800
-135,600
| -35% | -$6.16M | 0.01% | 1774 |
|
|
2018
Q3 | $17M | Buy |
390,400
+123,600
| +46% | +$5.7M | 0.01% | 1548 |
|
|
2018
Q2 | $12.4M | Sell |
266,800
-207,700
| -44% | -$9.3M | 0.01% | 1724 |
|
|
2018
Q1 | $21.2M | Buy |
474,500
+58,000
| +14% | +$2.57M | 0.01% | 1077 |
|
|
2017
Q4 | $20M | Buy |
416,500
+101,000
| +32% | +$5.15M | 0.01% | 1156 |
|
|
2017
Q3 | $15.5M | Buy |
315,500
+85,800
| +37% | +$4.16M | 0.01% | 1260 |
|
|
2017
Q2 | $11M | Sell |
229,700
-160,100
| -41% | -$8.03M | 0.01% | 1382 |
|
|
2017
Q1 | $19.4M | Sell |
389,800
-74,000
| -16% | -$3.66M | 0.02% | 975 |
|
|
2016
Q4 | $22.8M | Sell |
463,800
-57,100
| -11% | -$2.81M | 0.02% | 779 |
|
|
2016
Q3 | $26.7M | Buy |
520,900
+239,300
| +85% | +$12.6M | 0.03% | 701 |
|
|
2016
Q2 | $15.1M | Sell |
281,600
-3,000
| -1% | -$151K | 0.02% | 956 |
|
|
2016
Q1 | $14.7M | Buy |
284,600
+35,900
| +14% | +$1.75M | 0.02% | 934 |
|
|
2015
Q4 | $11.6M | Buy |
248,700
+77,800
| +46% | +$3.53M | 0.01% | 1157 |
|
|
2015
Q3 | $7.64M | Sell |
170,900
-112,000
| -40% | -$4.91M | 0.01% | 1549 |
|
|
2015
Q2 | $11.9M | Buy |
282,900
+89,600
| +46% | +$3.9M | 0.01% | 1357 |
|
|
2015
Q1 | $8.56M | Buy |
193,300
+23,200
| +14% | +$1.1M | 0.01% | 1580 |
|
|
2014
Q4 | $8.35M | Sell |
170,100
-49,800
| -23% | -$2.35M | 0.01% | 1543 |
|
|
2014
Q3 | $9.6M | Buy |
219,900
+104,000
| +90% | +$4.57M | 0.01% | 1400 |
|
|
2014
Q2 | $5.26M | Sell |
115,900
-85,700
| -43% | -$3.79M | 0.01% | 1792 |
|
|
2014
Q1 | $8.86M | Sell |
201,600
-17,800
| -8% | -$746K | 0.01% | 1350 |
|
|
2013
Q4 | $9.02M | Buy |
219,400
+29,500
| +16% | +$1.22M | 0.01% | 1271 |
|
|
2013
Q3 | $7.82M | Buy |
189,900
+55,600
| +41% | +$2.39M | 0.01% | 1258 |
|
|
2013
Q2 | $5.93M | Buy |
+134,300
| New | +$6.18M | 0.01% | 1415 |
|
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.