Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Southern Company SO Stock Holding History

Jacobs Levy Equity Management’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
2025
Q2 		– Sell
-4,241
Closed -$390K – 1154
2025
Q1 		$390K Sell
4,241
-266,546
-98% -$23.1M ﹤0.01% 950
2024
Q4 		$22.3M Sell
270,787
-17,892
-6% -$1.57M 0.08% 211
2024
Q3 		$26M Buy
288,679
+140,151
+94% +$12M 0.1% 192
2024
Q2 		$11.5M Buy
148,528
+108,027
+267% +$8.19M 0.05% 311
2024
Q1 		$2.91M Buy
40,501
+32,745
+422% +$2.26M 0.01% 530
2023
Q4 		$544K Hold
7,756
– – ﹤0.01% 818
2023
Q3 		$502K Sell
7,756
-99,260
-93% -$6.89M ﹤0.01% 795
2023
Q2 		$7.52M Buy
107,016
+3,637
+4% +$261K 0.04% 320
2023
Q1 		$7.19M Buy
103,379
+98,885
+2,200% +$6.66M 0.04% 335
2022
Q4 		$321K Buy
4,494
+886
+25% +$59.2K ﹤0.01% 855
2022
Q3 		$245K Sell
3,608
-68,244
-95% -$5.17M ﹤0.01% 917
2022
Q2 		$5.12M Sell
71,852
-90,122
-56% -$6.62M 0.04% 419
2022
Q1 		$11.7M Buy
161,974
+34,001
+27% +$2.3M 0.08% 264
2021
Q4 		$8.78M Buy
+127,973
New +$8.16M 0.06% 332
2020
Q2 		– Sell
-91,353
Closed -$4.95M – 1145
2020
Q1 		$4.95M Sell
91,353
-227,602
-71% -$14.4M 0.06% 295
2019
Q4 		$20.3M Buy
318,955
+186,085
+140% +$11.5M 0.2% 131
2019
Q3 		$8.21M Buy
+132,870
New +$7.7M 0.1% 247
2017
Q1 		– Sell
-125,280
Closed -$6.16M – 993
2016
Q4 		$6.16M Sell
125,280
-4,700
-4% -$231K 0.12% 226
2016
Q3 		$6.67M Buy
129,980
+71,450
+122% +$3.76M 0.12% 219
2016
Q2 		$3.14M Sell
58,530
-2,500
-4% -$126K 0.07% 342
2016
Q1 		$3.16M Buy
+61,030
New +$2.97M 0.07% 307
2015
Q2 		– Sell
-34,500
Closed -$1.53M – 857
2015
Q1 		$1.53M Buy
34,500
+17,610
+104% +$837K 0.03% 411
2014
Q4 		$829K Buy
+16,890
New +$798K 0.01% 536

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jacobs Levy Equity Management's SO Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Southern Company (SO) in Q2 2025, closing a stake of 4,241 shares — an estimated $390K sold.

Jacobs Levy Equity Management first reported a position in SO in Q4 2014 and held it in 23 quarters. The position peaked at $26M in Q3 2024. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 4,241 Southern Company shares in Q2 2025, an estimated $390K.
  • Jacobs Levy Equity Management first reported a position in Southern Company in Q4 2014 and held it in 23 quarters.
  • Jacobs Levy Equity Management's Southern Company position peaked at $26M in Q3 2024.
  • 2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.