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Israel Englander’s Southern Company SO Stock Holding History

Israel Englander’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
Q2 		$4.31M Sell
45,000
-8,100
-15% -$763K ﹤0.01% 3129
2026
Q1 		$5.13M Buy
53,100
+4,000
+8% +$370K ﹤0.01% 2908
2025
Q4 		$4.28M Sell
49,100
-95,900
-66% -$8.75M ﹤0.01% 3184
2025
Q3 		$13.7M Sell
145,000
-25,000
-15% -$2.33M 0.01% 2054
2025
Q2 		$15.6M Buy
170,000
+116,700
+219% +$10.5M 0.01% 1824
2025
Q1 		$4.9M Sell
53,300
-102,900
-66% -$8.91M ﹤0.01% 2884
2024
Q4 		$12.9M Sell
156,200
-38,300
-20% -$3.36M 0.01% 1938
2024
Q3 		$17.5M Sell
194,500
-177,400
-48% -$15.2M 0.01% 1661
2024
Q2 		$28.8M Buy
371,900
+14,400
+4% +$1.09M 0.01% 1184
2024
Q1 		$25.6M Buy
357,500
+282,900
+379% +$19.5M 0.01% 1341
2023
Q4 		$5.23M Buy
74,600
+56,400
+310% +$3.87M ﹤0.01% 2750
2023
Q3 		$1.18M Sell
18,200
-62,100
-77% -$4.31M ﹤0.01% 4061
2023
Q2 		$5.64M Sell
80,300
-350,600
-81% -$25.1M ﹤0.01% 2570
2023
Q1 		$30M Sell
430,900
-271,000
-39% -$18.2M 0.02% 1037
2022
Q4 		$50.1M Buy
701,900
+217,200
+45% +$14.5M 0.03% 751
2022
Q3 		$33M Buy
+484,700
New +$36.7M 0.02% 945
2022
Q2 		– Sell
-10,100
Closed -$732K – 7458
2022
Q1 		$732K Buy
+10,100
New +$684K ﹤0.01% 4817
2020
Q3 		– Sell
-5,200
Closed -$270K – 4790
2020
Q2 		$270K Buy
+5,200
New +$289K ﹤0.01% 3716
2019
Q4 		– Sell
-4,000
Closed -$247K – 4601
2019
Q3 		$247K Buy
+4,000
New +$232K ﹤0.01% 3669
2015
Q2 		– Sell
-8,000
Closed -$354K – 3798
2015
Q1 		$354K Buy
+8,000
New +$380K ﹤0.01% 2941
2014
Q2 		– Sell
-142,100
Closed -$6.24M – 3828
2014
Q1 		$6.24M Buy
142,100
+42,100
+42% +$1.76M 0.02% 1083
2013
Q4 		$4.11M Buy
100,000
+80,400
+410% +$3.32M 0.01% 1322
2013
Q3 		$807K Sell
19,600
-356,900
-95% -$15.4M ﹤0.01% 2254
2013
Q2 		$16.6M Buy
+376,500
New +$17.3M 0.05% 387

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Israel Englander's SO Position: Q2 2026 in Review

Israel Englander reduced its Southern Company (SO) stake by 5.1% in Q2 2026, selling an estimated $2.21M and leaving 434,991 shares worth $41.6M. The position accounts for 0.02% of the portfolio, ranked #1018.

Israel Englander first reported a position in SO in Q2 2013 and has held it in 40 quarters since. The position peaked at $135M in Q3 2022. 2,349 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Israel Englander held 434,991 shares of Southern Company worth $41.6M as of Q2 2026.
  • Israel Englander sold 23,467 Southern Company shares in Q2 2026, an estimated $2.21M.
  • Southern Company made up 0.02% of Israel Englander's portfolio in Q2 2026, its #1018 holding.
  • Israel Englander first reported a position in Southern Company in Q2 2013 and has held it in 40 quarters since.
  • Israel Englander's Southern Company position peaked at $135M in Q3 2022.
  • 2,349 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.