D.E. Shaw & Co’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 | $34.7M | Buy |
359,500
+29,098
| +9% | +$2.69M | 0.02% | 839 |
|
|
2025
Q4 | $28.8M | Buy |
330,402
+29,995
| +10% | +$2.74M | 0.02% | 1011 |
|
|
2025
Q3 | $28.5M | Buy |
300,407
+186,215
| +163% | +$17.4M | 0.02% | 944 |
|
|
2025
Q2 | $10.5M | Sell |
114,192
-260,825
| -70% | -$23.4M | 0.01% | 1450 |
|
|
2025
Q1 | $34.5M | Sell |
375,017
-95,131
| -20% | -$8.24M | 0.03% | 641 |
|
|
2024
Q4 | $38.7M | Buy |
470,148
+174,306
| +59% | +$15.3M | 0.03% | 681 |
|
|
2024
Q3 | $26.7M | Buy |
295,842
+19,517
| +7% | +$1.67M | 0.02% | 834 |
|
|
2024
Q2 | $21.4M | Sell |
276,325
-1,558,901
| -85% | -$118M | 0.02% | 860 |
|
|
2024
Q1 | $132M | Buy |
1,835,226
+1,569,716
| +591% | +$108M | 0.11% | 196 |
|
|
2023
Q4 | $18.6M | Buy |
265,510
+246,305
| +1,283% | +$16.9M | 0.02% | 973 |
|
|
2023
Q3 | $1.24M | Sell |
19,205
-13,474
| -41% | -$935K | ﹤0.01% | 2928 |
|
|
2023
Q2 | $2.3M | Buy |
32,679
+1,688
| +5% | +$121K | ﹤0.01% | 2525 |
|
|
2023
Q1 | $2.16M | Sell |
30,991
-32,773
| -51% | -$2.21M | ﹤0.01% | 2634 |
|
|
2022
Q4 | $4.55M | Sell |
63,764
-9,116
| -13% | -$610K | 0.01% | 2192 |
|
|
2022
Q3 | $4.96M | Buy |
72,880
+18,635
| +34% | +$1.41M | 0.01% | 2103 |
|
|
2022
Q2 | $3.87M | Buy |
54,245
+50,803
| +1,476% | +$3.73M | ﹤0.01% | 2441 |
|
|
2022
Q1 | $250K | Sell |
3,442
-65,534
| -95% | -$4.44M | ﹤0.01% | 4744 |
|
|
2021
Q4 | $4.73M | Buy |
68,976
+11,820
| +21% | +$754K | ﹤0.01% | 2433 |
|
|
2021
Q3 | $3.54M | Sell |
57,156
-206,973
| -78% | -$13.3M | ﹤0.01% | 2464 |
|
|
2021
Q2 | $16M | Buy |
264,129
+5,675
| +2% | +$363K | 0.01% | 1144 |
|
|
2021
Q1 | $16.1M | Sell |
258,454
-412,030
| -61% | -$24.7M | 0.02% | 1064 |
|
|
2020
Q4 | $41.2M | Sell |
670,484
-839,912
| -56% | -$50.5M | 0.04% | 586 |
|
|
2020
Q3 | $81.9M | Buy |
1,510,396
+313,081
| +26% | +$16.7M | 0.08% | 269 |
|
|
2020
Q2 | $62.1M | Sell |
1,197,315
-114,035
| -9% | -$6.34M | 0.07% | 298 |
|
|
2020
Q1 | $71M | Buy |
1,311,350
+1,062,929
| +428% | +$67.3M | 0.11% | 206 |
|
|
2019
Q4 | $15.8M | Sell |
248,421
-335,241
| -57% | -$20.8M | 0.02% | 943 |
|
|
2019
Q3 | $36.1M | Sell |
583,662
-244,598
| -30% | -$14.2M | 0.04% | 505 |
|
|
2019
Q2 | $45.8M | Buy |
828,260
+487,727
| +143% | +$26.1M | 0.06% | 412 |
|
|
2019
Q1 | $17.6M | Sell |
340,533
-917,121
| -73% | -$45M | 0.02% | 787 |
|
|
2018
Q4 | $55.2M | Buy |
1,257,654
+1,053,357
| +516% | +$47.9M | 0.08% | 315 |
|
|
2018
Q3 | $8.91M | Buy |
+204,297
| New | +$9.41M | 0.01% | 1188 |
|
|
2018
Q2 | – | Sell |
-35,171
| Closed | -$1.57M | – | 3877 |
|
|
2018
Q1 | $1.57M | Buy |
+35,171
| New | +$1.56M | ﹤0.01% | 2207 |
|
|
2017
Q4 | – | Sell |
-10,983
| Closed | -$560K | – | 3727 |
|
|
2017
Q3 | $540K | Sell |
10,983
-510,486
| -98% | -$24.7M | ﹤0.01% | 2862 |
|
|
2017
Q2 | $25M | Buy |
521,469
+152,957
| +42% | +$7.67M | 0.04% | 505 |
|
|
2017
Q1 | $18.3M | Buy |
368,512
+324,146
| +731% | +$16M | 0.03% | 622 |
|
|
2016
Q4 | $2.18M | Buy |
44,366
+35,718
| +413% | +$1.75M | ﹤0.01% | 1926 |
|
|
2016
Q3 | $444K | Buy |
+8,648
| New | +$455K | ﹤0.01% | 2858 |
|
|
2016
Q2 | – | Sell |
-489,219
| Closed | -$24.6M | – | 3515 |
|
|
2016
Q1 | $25.3M | Buy |
489,219
+329,072
| +205% | +$16M | 0.05% | 452 |
|
|
2015
Q4 | $7.49M | Sell |
160,147
-556,775
| -78% | -$25.2M | 0.01% | 1141 |
|
|
2015
Q3 | $32M | Buy |
716,922
+584,450
| +441% | +$25.6M | 0.05% | 439 |
|
|
2015
Q2 | $5.55M | Buy |
132,472
+97,140
| +275% | +$4.23M | 0.01% | 1383 |
|
|
2015
Q1 | $1.56M | Buy |
+35,332
| New | +$1.68M | ﹤0.01% | 2199 |
|
|
2014
Q3 | – | Sell |
-23,719
| Closed | -$1.04M | – | 4365 |
|
|
2014
Q2 | $1.08M | Buy |
+23,719
| New | +$1.05M | ﹤0.01% | 2874 |
|
|
2014
Q1 | – | Sell |
-218,685
| Closed | -$9.17M | – | 4591 |
|
|
2013
Q4 | $8.99M | Buy |
218,685
+96,127
| +78% | +$3.97M | 0.01% | 1223 |
|
|
2013
Q3 | $5.05M | Sell |
122,558
-7,796
| -6% | -$336K | 0.01% | 1578 |
|
|
2013
Q2 | $5.75M | Buy |
+130,354
| New | +$5.99M | 0.01% | 1261 |
|
Other funds holding SO
VCM
VPM
D.E. Shaw & Co's SO Position: Q1 2026 in Review
D.E. Shaw & Co increased its Southern Company (SO) stake by 8.8% in Q1 2026, buying an estimated $2.69M and bringing the position to 359,500 shares worth $34.7M. The position accounts for 0.02% of the portfolio, ranked #839.
D.E. Shaw & Co first reported a position in SO in Q2 2013 and has held it in 46 quarters since. The position peaked at $132M in Q1 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- D.E. Shaw & Co held 359,500 shares of Southern Company worth $34.7M as of Q1 2026.
- D.E. Shaw & Co bought 29,098 Southern Company shares in Q1 2026, an estimated $2.69M.
- Southern Company made up 0.02% of D.E. Shaw & Co's portfolio in Q1 2026, its #839 holding.
- D.E. Shaw & Co first reported a position in Southern Company in Q2 2013 and has held it in 46 quarters since.
- D.E. Shaw & Co's Southern Company position peaked at $132M in Q1 2024.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.