Cliff Asness’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
Q2 | $43.7M | Buy |
456,982
+76,392
| +20% | +$7.19M | 0.02% | 865 |
|
|
2026
Q1 | $36.5M | Buy |
380,590
+143,612
| +61% | +$13.3M | 0.02% | 819 |
|
|
2025
Q4 | $20.7M | Sell |
236,978
-156,359
| -40% | -$14.3M | 0.01% | 922 |
|
|
2025
Q3 | $37M | Sell |
393,337
-43,810
| -10% | -$4.09M | 0.02% | 675 |
|
|
2025
Q2 | $39.8M | Sell |
437,147
-22,982
| -5% | -$2.06M | 0.03% | 603 |
|
|
2025
Q1 | $42.3M | Buy |
460,129
+192,251
| +72% | +$16.6M | 0.04% | 511 |
|
|
2024
Q4 | $22.1M | Buy |
267,878
+97,619
| +57% | +$8.56M | 0.03% | 607 |
|
|
2024
Q3 | $15.3M | Buy |
170,259
+27,399
| +19% | +$2.34M | 0.02% | 697 |
|
|
2024
Q2 | $11.1M | Sell |
142,860
-17,571
| -11% | -$1.33M | 0.02% | 733 |
|
|
2024
Q1 | $11.5M | Sell |
160,431
-34,981
| -18% | -$2.41M | 0.02% | 676 |
|
|
2023
Q4 | $13.6M | Buy |
195,412
+7,003
| +4% | +$481K | 0.03% | 604 |
|
|
2023
Q3 | $12.2M | Buy |
188,409
+10,991
| +6% | +$763K | 0.03% | 605 |
|
|
2023
Q2 | $12.3M | Sell |
177,418
-58,678
| -25% | -$4.21M | 0.03% | 602 |
|
|
2023
Q1 | $16.3M | Sell |
236,096
-78,962
| -25% | -$5.32M | 0.04% | 532 |
|
|
2022
Q4 | $22.5M | Sell |
315,058
-66,251
| -17% | -$4.43M | 0.05% | 434 |
|
|
2022
Q3 | $25.9M | Buy |
381,309
+59,769
| +19% | +$4.53M | 0.06% | 368 |
|
|
2022
Q2 | $22.8M | Sell |
321,540
-125,451
| -28% | -$9.21M | 0.05% | 453 |
|
|
2022
Q1 | $32.4M | Buy |
446,991
+6,448
| +1% | +$437K | 0.06% | 373 |
|
|
2021
Q4 | $30.1M | Buy |
440,543
+101,072
| +30% | +$6.44M | 0.05% | 375 |
|
|
2021
Q3 | $21M | Sell |
339,471
-23,221
| -6% | -$1.5M | 0.04% | 476 |
|
|
2021
Q2 | $21.9M | Buy |
362,692
+49,756
| +16% | +$3.18M | 0.04% | 480 |
|
|
2021
Q1 | $19.3M | Buy |
312,936
+51,189
| +20% | +$3.06M | 0.03% | 516 |
|
|
2020
Q4 | $15.9M | Sell |
261,747
-31,566
| -11% | -$1.9M | 0.03% | 502 |
|
|
2020
Q3 | $15.8M | Sell |
293,313
-93,448
| -24% | -$4.99M | 0.03% | 528 |
|
|
2020
Q2 | $19.9M | Sell |
386,761
-727,885
| -65% | -$40.5M | 0.03% | 489 |
|
|
2020
Q1 | $60.3M | Sell |
1,114,646
-119,440
| -10% | -$7.57M | 0.1% | 234 |
|
|
2019
Q4 | $78.6M | Buy |
1,234,086
+101,270
| +9% | +$6.28M | 0.09% | 284 |
|
|
2019
Q3 | $70M | Buy |
1,132,816
+35,898
| +3% | +$2.08M | 0.08% | 303 |
|
|
2019
Q2 | $60.6M | Buy |
1,096,918
+193,252
| +21% | +$10.3M | 0.07% | 337 |
|
|
2019
Q1 | $46.7M | Sell |
903,666
-68,920
| -7% | -$3.38M | 0.05% | 418 |
|
|
2018
Q4 | $42.7M | Buy |
972,586
+75,275
| +8% | +$3.42M | 0.05% | 383 |
|
|
2018
Q3 | $39.1M | Buy |
897,311
+51,841
| +6% | +$2.39M | 0.04% | 447 |
|
|
2018
Q2 | $39.2M | Buy |
845,470
+55,222
| +7% | +$2.47M | 0.04% | 462 |
|
|
2018
Q1 | $35.3M | Sell |
790,248
-10,556
| -1% | -$469K | 0.04% | 459 |
|
|
2017
Q4 | $38.5M | Sell |
800,804
-221,002
| -22% | -$11.3M | 0.04% | 453 |
|
|
2017
Q3 | $50.2M | Sell |
1,021,806
-123,565
| -11% | -$5.99M | 0.06% | 371 |
|
|
2017
Q2 | $54.8M | Sell |
1,145,371
-900,669
| -44% | -$45.2M | 0.07% | 350 |
|
|
2017
Q1 | $102M | Sell |
2,046,040
-652,438
| -24% | -$32.2M | 0.14% | 209 |
|
|
2016
Q4 | $133M | Buy |
2,698,478
+549,597
| +26% | +$27M | 0.18% | 148 |
|
|
2016
Q3 | $110M | Buy |
2,148,881
+535,092
| +33% | +$28.2M | 0.17% | 167 |
|
|
2016
Q2 | $86.5M | Buy |
1,613,789
+301,561
| +23% | +$15.2M | 0.15% | 191 |
|
|
2016
Q1 | $67.9M | Buy |
1,312,228
+179,596
| +16% | +$8.75M | 0.12% | 231 |
|
|
2015
Q4 | $53M | Sell |
1,132,632
-145,139
| -11% | -$6.58M | 0.09% | 288 |
|
|
2015
Q3 | $57.1M | Buy |
1,277,771
+263,275
| +26% | +$11.6M | 0.11% | 244 |
|
|
2015
Q2 | $42.5M | Sell |
1,014,496
-74,188
| -7% | -$3.23M | 0.08% | 284 |
|
|
2015
Q1 | $48.2M | Buy |
1,088,684
+209,600
| +24% | +$9.96M | 0.11% | 229 |
|
|
2014
Q4 | $43.2M | Buy |
879,084
+395,069
| +82% | +$18.7M | 0.09% | 280 |
|
|
2014
Q3 | $21.1M | Sell |
484,015
-34,100
| -7% | -$1.5M | 0.06% | 388 |
|
|
2014
Q2 | $23.5M | Buy |
518,115
+27,100
| +6% | +$1.2M | 0.06% | 375 |
|
|
2014
Q1 | $21.6M | Buy |
491,015
+24,900
| +5% | +$1.04M | 0.07% | 357 |
|
|
2013
Q4 | $19.2M | Sell |
466,115
-2,900
| -0.6% | -$120K | 0.06% | 402 |
|
|
2013
Q3 | $19.3M | Buy |
469,015
+69,689
| +17% | +$3M | 0.07% | 350 |
|
|
2013
Q2 | $17.6M | Buy |
+399,326
| New | +$18.4M | 0.06% | 379 |
|
Other funds holding SO
Cliff Asness's SO Position: Q2 2026 in Review
Cliff Asness increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $7.19M and bringing the position to 456,982 shares worth $43.7M. The position accounts for 0.02% of the portfolio, ranked #865.
Cliff Asness first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $133M in Q4 2016. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Cliff Asness held 456,982 shares of Southern Company worth $43.7M as of Q2 2026.
- Cliff Asness bought 76,392 Southern Company shares in Q2 2026, an estimated $7.19M.
- Southern Company made up 0.02% of Cliff Asness's portfolio in Q2 2026, its #865 holding.
- Cliff Asness first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Cliff Asness's Southern Company position peaked at $133M in Q4 2016.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.