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 		$9.55M Sell
98,900
-15,200
-13% -$1.41M ﹤0.01% 1310
2025
Q4 		$9.95M Sell
114,100
-23,400
-17% -$2.14M ﹤0.01% 1229
2025
Q3 		$13M Buy
137,500
+61,200
+80% +$5.71M ﹤0.01% 1014
2025
Q2 		$7.01M Sell
76,300
-13,300
-15% -$1.19M ﹤0.01% 1196
2025
Q1 		$8.24M Sell
89,600
-48,300
-35% -$4.18M ﹤0.01% 965
2024
Q4 		$11.4M Sell
137,900
-15,100
-10% -$1.32M 0.01% 855
2024
Q3 		$13.8M Sell
153,000
-27,700
-15% -$2.37M 0.01% 697
2024
Q2 		$14M Buy
180,700
+120,800
+202% +$9.15M 0.01% 655
2024
Q1 		$4.3M Sell
59,900
-13,000
-18% -$897K ﹤0.01% 1025
2023
Q4 		$5.11M Sell
72,900
-1,300
-2% -$89.3K ﹤0.01% 877
2023
Q3 		$4.8M Buy
74,200
+29,300
+65% +$2.03M ﹤0.01% 744
2023
Q2 		$3.15M Buy
44,900
+31,500
+235% +$2.26M ﹤0.01% 759
2023
Q1 		$932K Sell
13,400
-23,500
-64% -$1.58M ﹤0.01% 1060
2022
Q4 		$2.64M Buy
36,900
+4,000
+12% +$267K ﹤0.01% 748
2022
Q3 		$2.24M Sell
32,900
-12,900
-28% -$977K ﹤0.01% 731
2022
Q2 		$3.27M Buy
45,800
+5,700
+14% +$419K ﹤0.01% 608
2022
Q1 		$2.91M Sell
40,100
-700
-2% -$47.4K ﹤0.01% 672
2021
Q4 		$2.8M Sell
40,800
-14,100
-26% -$899K ﹤0.01% 736
2021
Q3 		$3.4M Buy
54,900
+9,800
+22% +$631K ﹤0.01% 713
2021
Q2 		$2.73M Buy
45,100
+4,700
+12% +$301K ﹤0.01% 708
2021
Q1 		$2.51M Buy
40,400
+4,100
+11% +$245K ﹤0.01% 700
2020
Q4 		$2.23M Buy
36,300
+4,800
+15% +$289K ﹤0.01% 712
2020
Q3 		$1.71M Buy
31,500
+800
+3% +$42.8K ﹤0.01% 611
2020
Q2 		$1.59M Buy
30,700
+16,300
+113% +$906K ﹤0.01% 609
2020
Q1 		$780K Buy
+14,400
New +$912K ﹤0.01% 681

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.