IMC Chicago
SO icon

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 		$34.7M Buy
359,800
+116,700
+48% +$10.8M 0.01% 632
2025
Q4 		$21.2M Sell
243,100
-125,400
-34% -$11.4M 0.01% 817
2025
Q3 		$34.9M Buy
368,500
+14,900
+4% +$1.39M 0.01% 572
2025
Q2 		$32.5M Buy
353,600
+186,600
+112% +$16.8M 0.01% 518
2025
Q1 		$15.4M Sell
167,000
-7,100
-4% -$615K 0.01% 691
2024
Q4 		$14.3M Sell
174,100
-60,000
-26% -$5.26M 0.01% 750
2024
Q3 		$21.1M Buy
234,100
+1,600
+0.7% +$137K 0.01% 542
2024
Q2 		$18M Buy
232,500
+101,100
+77% +$7.66M 0.01% 567
2024
Q1 		$9.43M Buy
131,400
+28,300
+27% +$1.95M 0.01% 724
2023
Q4 		$7.23M Buy
103,100
+33,100
+47% +$2.27M ﹤0.01% 755
2023
Q3 		$4.53M Buy
70,000
+10,800
+18% +$750K ﹤0.01% 763
2023
Q2 		$4.16M Buy
59,200
+39,000
+193% +$2.8M ﹤0.01% 712
2023
Q1 		$1.41M Sell
20,200
-36,700
-64% -$2.47M ﹤0.01% 944
2022
Q4 		$4.06M Sell
56,900
-11,500
-17% -$769K 0.01% 661
2022
Q3 		$4.65M Buy
68,400
+18,500
+37% +$1.4M 0.01% 579
2022
Q2 		$3.56M Sell
49,900
-7,000
-12% -$514K 0.01% 596
2022
Q1 		$4.13M Buy
56,900
+12,900
+29% +$874K ﹤0.01% 596
2021
Q4 		$3.02M Sell
44,000
-9,000
-17% -$574K ﹤0.01% 720
2021
Q3 		$3.28M Buy
53,000
+14,700
+38% +$946K ﹤0.01% 726
2021
Q2 		$2.32M Sell
38,300
-30,200
-44% -$1.93M ﹤0.01% 742
2021
Q1 		$4.26M Buy
68,500
+35,800
+109% +$2.14M 0.01% 603
2020
Q4 		$2.01M Sell
32,700
-4,600
-12% -$277K ﹤0.01% 729
2020
Q3 		$2.02M Buy
37,300
+15,200
+69% +$812K ﹤0.01% 587
2020
Q2 		$1.15M Buy
+22,100
New +$1.23M ﹤0.01% 675

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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. 2,344 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.
  • 2,344 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.