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George Soros’s Southern Company SO Stock Holding History

George Soros’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
2023
Q4 		– Sell
-90,000
Closed -$5.82M – 264
2023
Q3 		$5.82M Buy
+90,000
New +$6.25M 0.08% 154
2023
Q2 		– Sell
-120,000
Closed -$8.35M – 214
2023
Q1 		$8.35M Buy
120,000
+80,000
+200% +$5.39M 0.13% 118
2022
Q4 		$2.86M Buy
+40,000
New +$2.67M 0.04% 173
2018
Q3 		– Sell
-120,462
Closed -$5.58M – 232
2018
Q2 		$5.58M Buy
+120,462
New +$5.39M 0.09% 149

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

George Soros's SO Position: Q4 2023 in Review

George Soros sold out of Southern Company (SO) in Q4 2023, closing a stake of 90,000 shares — an estimated $5.82M sold.

George Soros first reported a position in SO in Q2 2018 and held it in 4 quarters. The position peaked at $8.35M in Q1 2023. 1,837 funds tracked by Wall St. Rank hold SO as of Q4 2023.

  • George Soros reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
  • George Soros sold 90,000 Southern Company shares in Q4 2023, an estimated $5.82M.
  • George Soros first reported a position in Southern Company in Q2 2018 and held it in 4 quarters.
  • George Soros's Southern Company position peaked at $8.35M in Q1 2023.
  • 1,837 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Soros Fund Management's 13F filing for Q4 2023, filed 14 Feb 2024.