IMC Chicago’s Southern Company SO Stock Holding History

IMC Chicago’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	–	Sell	-19,687	Closed	-$1.82M	–	5946
2025 Q4	$1.72M	Buy	+19,687	New	+$1.8M	﹤0.01%	2548
2025 Q1	–	Sell	-34,371	Closed	-$2.98M	–	3455
2024 Q4	$2.83M	Buy	+34,371	New	+$3.02M	﹤0.01%	1611

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

IMC Chicago's SO Position: Q1 2026 in Review

IMC Chicago sold out of Southern Company (SO) in Q1 2026, closing a stake of 19,687 shares — an estimated $1.82M sold.

IMC Chicago first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $2.83M in Q4 2024. 2,354 funds tracked by Wall St. Rank hold SO as of Q1 2026.

IMC Chicago reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
IMC Chicago sold 19,687 Southern Company shares in Q1 2026, an estimated $1.82M.
IMC Chicago first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
IMC Chicago's Southern Company position peaked at $2.83M in Q4 2024.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.