ExodusPoint Capital Management’s Southern Company SO Stock Holding History

ExodusPoint Capital Management’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
2026 Q1	$80.6M	Buy	834,955 +258,055	+45%	+$23.9M	0.64%	13
2025 Q4	$50.3M	Buy	+576,900	New	+$52.7M	0.39%	31
2025 Q3	–	Sell	-1,207,378	Closed	-$111M	–	1982
2025 Q2	$111M	Buy	1,207,378 +572,725	+90%	+$51.4M	0.97%	11
2025 Q1	$58.4M	Buy	+634,653	New	+$54.9M	0.58%	19
2023 Q4	–	Sell	-1,223,978	Closed	-$79.2M	–	2006
2023 Q3	$79.2M	Buy	1,223,978 +599,348	+96%	+$41.6M	0.76%	18
2023 Q2	$43.9M	Buy	+624,630	New	+$44.8M	0.36%	39
2022 Q4	–	Sell	-76,205	Closed	-$5.18M	–	2096
2022 Q3	$5.18M	Buy	+76,205	New	+$5.77M	0.07%	388
2022 Q2	–	Sell	-363,212	Closed	-$26.3M	–	2411
2022 Q1	$26.3M	Buy	+363,212	New	+$24.6M	0.33%	38
2021 Q4	–	Sell	-146,736	Closed	-$9.09M	–	2562
2021 Q3	$9.09M	Sell	146,736 -635,529	-81%	-$40.9M	0.12%	213
2021 Q2	$47.3M	Buy	782,265 +535,113	+217%	+$34.2M	0.52%	12
2021 Q1	$15.4M	Sell	247,152 -10,045	-4%	-$601K	0.22%	74
2020 Q4	$15.8M	Buy	257,197 +127,810	+99%	+$7.68M	0.15%	60
2020 Q3	$7.01M	Sell	129,387 -159,240	-55%	-$8.51M	0.14%	131
2020 Q2	$15M	Buy	288,627 +242,281	+523%	+$13.5M	0.39%	33
2020 Q1	$2.51M	Buy	46,346 +18,952	+69%	+$1.2M	0.14%	151
2019 Q4	$1.75M	Buy	+27,394	New	+$1.7M	0.03%	381

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ExodusPoint Capital Management's SO Position: Q1 2026 in Review

ExodusPoint Capital Management increased its Southern Company (SO) stake by 45% in Q1 2026, buying an estimated $23.9M and bringing the position to 834,955 shares worth $80.6M. The position accounts for 0.64% of the portfolio, ranked #13.

ExodusPoint Capital Management first reported a position in SO in Q4 2019 and has held it in 16 quarters since. The position peaked at $111M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

ExodusPoint Capital Management held 834,955 shares of Southern Company worth $80.6M as of Q1 2026.
ExodusPoint Capital Management bought 258,055 Southern Company shares in Q1 2026, an estimated $23.9M.
Southern Company made up 0.64% of ExodusPoint Capital Management's portfolio in Q1 2026, its #13 holding.
ExodusPoint Capital Management first reported a position in Southern Company in Q4 2019 and has held it in 16 quarters since.
ExodusPoint Capital Management's Southern Company position peaked at $111M in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.