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Cubist Systematic Strategies’s Southern Company SO Stock Holding History

Cubist Systematic Strategies’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14.9M Buy
157,500
+1,600
+1% +$149K 0.07% 383
2025
Q2 		$14.3M Buy
155,900
+64,900
+71% +$5.83M 0.07% 428
2025
Q1 		$8.37M Sell
91,000
-123,400
-58% -$10.7M 0.05% 583
2024
Q4 		$17.6M Buy
214,400
+44,400
+26% +$3.9M 0.11% 246
2024
Q3 		$15.3M Buy
170,000
+68,400
+67% +$5.84M 0.09% 280
2024
Q2 		$7.88M Sell
101,600
-13,700
-12% -$1.04M 0.05% 537
2024
Q1 		$8.27M Sell
115,300
-50,700
-31% -$3.5M 0.05% 640
2023
Q4 		$11.6M Buy
166,000
+19,300
+13% +$1.33M 0.08% 376
2023
Q3 		$9.49M Buy
146,700
+112,900
+334% +$7.84M 0.07% 401
2023
Q2 		$2.37M Buy
33,800
+3,600
+12% +$258K 0.02% 1349
2023
Q1 		$2.1M Sell
30,200
-147,000
-83% -$9.9M 0.01% 1635
2022
Q4 		$12.7M Sell
177,200
-71,200
-29% -$4.76M 0.07% 356
2022
Q3 		$16.9M Sell
248,400
-20,900
-8% -$1.58M 0.1% 207
2022
Q2 		$19.2M Buy
+269,300
New +$19.8M 0.12% 149

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cubist Systematic Strategies's SO Position: Q1 2024 in Review

Cubist Systematic Strategies sold out of Southern Company (SO) in Q1 2024, closing a stake of 25,381 shares — an estimated $1.75M sold.

Cubist Systematic Strategies first reported a position in SO in Q2 2014 and held it in 33 quarters. The position peaked at $31.6M in Q3 2022. 1,824 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Cubist Systematic Strategies reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Cubist Systematic Strategies sold 25,381 Southern Company shares in Q1 2024, an estimated $1.75M.
  • Cubist Systematic Strategies first reported a position in Southern Company in Q2 2014 and held it in 33 quarters.
  • Cubist Systematic Strategies's Southern Company position peaked at $31.6M in Q3 2022.
  • 1,824 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Cubist Systematic Strategies's 13F filing for Q1 2024, filed 15 May 2024.