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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 		$3.65M Buy
38,500
+13,600
+55% +$1.27M 0.02% 1178
2025
Q2 		$2.29M Sell
24,900
-9,800
-28% -$880K 0.01% 1497
2025
Q1 		$3.19M Buy
34,700
+2,500
+8% +$216K 0.02% 1150
2024
Q4 		$2.65M Sell
32,200
-2,900
-8% -$254K 0.02% 1192
2024
Q3 		$3.17M Sell
35,100
-25,300
-42% -$2.16M 0.02% 1132
2024
Q2 		$4.69M Sell
60,400
-31,200
-34% -$2.36M 0.03% 820
2024
Q1 		$6.57M Buy
91,600
+27,700
+43% +$1.91M 0.04% 790
2023
Q4 		$4.48M Buy
63,900
+31,700
+98% +$2.18M 0.03% 936
2023
Q3 		$2.08M Buy
+32,200
New +$2.23M 0.02% 1340
2023
Q2 		– Sell
-22,600
Closed -$1.57M – 4251
2023
Q1 		$1.57M Sell
22,600
-52,000
-70% -$3.5M 0.01% 1832
2022
Q4 		$5.33M Buy
74,600
+38,600
+107% +$2.58M 0.03% 958
2022
Q3 		$2.45M Hold
36,000
– – 0.01% 1794
2022
Q2 		$2.57M Buy
+36,000
New +$2.64M 0.02% 1618

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.