Israel Englander’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.54M | Buy |
47,400
+23,000
| +94% | +$2.17M | ﹤0.01% | 3079 |
|
|
2026
Q1 | $2.36M | Buy |
24,400
+8,600
| +54% | +$796K | ﹤0.01% | 3722 |
|
|
2025
Q4 | $1.38M | Buy |
15,800
+8,800
| +126% | +$803K | ﹤0.01% | 4246 |
|
|
2025
Q3 | $663K | Sell |
7,000
-52,200
| -88% | -$4.87M | ﹤0.01% | 4900 |
|
|
2025
Q2 | $5.44M | Sell |
59,200
-157,300
| -73% | -$14.1M | ﹤0.01% | 2898 |
|
|
2025
Q1 | $19.9M | Buy |
216,500
+172,800
| +395% | +$15M | 0.01% | 1524 |
|
|
2024
Q4 | $3.6M | Sell |
43,700
-81,300
| -65% | -$7.13M | ﹤0.01% | 3131 |
|
|
2024
Q3 | $11.3M | Sell |
125,000
-40,700
| -25% | -$3.48M | 0.01% | 2081 |
|
|
2024
Q2 | $12.9M | Sell |
165,700
-42,800
| -21% | -$3.24M | 0.01% | 1868 |
|
|
2024
Q1 | $15M | Buy |
208,500
+156,700
| +303% | +$10.8M | 0.01% | 1805 |
|
|
2023
Q4 | $3.63M | Buy |
51,800
+37,700
| +267% | +$2.59M | ﹤0.01% | 3072 |
|
|
2023
Q3 | $913K | Sell |
14,100
-19,000
| -57% | -$1.32M | ﹤0.01% | 4246 |
|
|
2023
Q2 | $2.33M | Sell |
33,100
-1,400
| -4% | -$100K | ﹤0.01% | 3345 |
|
|
2023
Q1 | $2.4M | Buy |
34,500
+10,100
| +41% | +$680K | ﹤0.01% | 3262 |
|
|
2022
Q4 | $1.74M | Sell |
24,400
-22,200
| -48% | -$1.48M | ﹤0.01% | 3676 |
|
|
2022
Q3 | $3.17M | Sell |
46,600
-277,000
| -86% | -$21M | ﹤0.01% | 3340 |
|
|
2022
Q2 | $23.1M | Sell |
323,600
-7,800
| -2% | -$573K | 0.01% | 1170 |
|
|
2022
Q1 | $24M | Buy |
+331,400
| New | +$22.4M | 0.01% | 1204 |
|
|
2021
Q3 | – | Sell |
-4,300
| Closed | -$260K | – | 7223 |
|
|
2021
Q2 | $260K | Buy |
+4,300
| New | +$275K | ﹤0.01% | 5840 |
|
|
2020
Q3 | – | Sell |
-5,200
| Closed | -$270K | – | 4791 |
|
|
2020
Q2 | $270K | Buy |
+5,200
| New | +$289K | ﹤0.01% | 3717 |
|
|
2020
Q1 | – | Sell |
-50,400
| Closed | -$3.21M | – | 4435 |
|
|
2019
Q4 | $3.21M | Buy |
50,400
+46,400
| +1,160% | +$2.88M | ﹤0.01% | 2276 |
|
|
2019
Q3 | $247K | Buy |
+4,000
| New | +$232K | ﹤0.01% | 3670 |
|
|
2014
Q4 | – | Sell |
-4,900
| Closed | -$214K | – | 4243 |
|
|
2014
Q3 | $214K | Buy |
+4,900
| New | +$215K | ﹤0.01% | 3371 |
|
|
2014
Q2 | – | Sell |
-29,100
| Closed | -$1.28M | – | 3829 |
|
|
2014
Q1 | $1.28M | Buy |
+29,100
| New | +$1.22M | ﹤0.01% | 2084 |
|
|
2013
Q4 | – | Sell |
-15,600
| Closed | -$642K | – | 3747 |
|
|
2013
Q3 | $642K | Buy |
+15,600
| New | +$672K | ﹤0.01% | 2388 |
|
Other funds holding SO
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. 2,347 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.
- 2,347 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.