John Overdeck’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 | $29.1M | Buy |
303,736
+147,758
| +95% | +$13.9M | 0.02% | 824 |
|
|
2026
Q1 | $15.1M | Buy |
+155,978
| New | +$14.4M | 0.01% | 1138 |
|
|
2025
Q4 | – | Sell |
-1,017,455
| Closed | -$96.4M | – | 4403 |
|
|
2025
Q3 | $96.4M | Buy |
+1,017,455
| New | +$95M | 0.14% | 195 |
|
|
2025
Q2 | – | Sell |
-4,800
| Closed | -$441K | – | 3516 |
|
|
2025
Q1 | $441K | Sell |
4,800
-10,800
| -69% | -$935K | ﹤0.01% | 2574 |
|
|
2024
Q4 | $1.28M | Buy |
+15,600
| New | +$1.37M | ﹤0.01% | 2013 |
|
|
2022
Q4 | – | Sell |
-537,568
| Closed | -$36.6M | – | 3060 |
|
|
2022
Q3 | $36.6M | Sell |
537,568
-396,617
| -42% | -$30M | 0.12% | 204 |
|
|
2022
Q2 | $66.6M | Buy |
934,185
+630,570
| +208% | +$46.3M | 0.22% | 118 |
|
|
2022
Q1 | $22M | Buy |
303,615
+250,385
| +470% | +$17M | 0.07% | 364 |
|
|
2021
Q4 | $3.65M | Sell |
53,230
-387,857
| -88% | -$24.7M | 0.01% | 1406 |
|
|
2021
Q3 | $27.3M | Sell |
441,087
-1,046,793
| -70% | -$67.4M | 0.06% | 350 |
|
|
2021
Q2 | $90M | Sell |
1,487,880
-491,257
| -25% | -$31.4M | 0.2% | 114 |
|
|
2021
Q1 | $123M | Buy |
1,979,137
+1,382,404
| +232% | +$82.8M | 0.32% | 61 |
|
|
2020
Q4 | $36.7M | Sell |
596,733
-259,712
| -30% | -$15.6M | 0.11% | 217 |
|
|
2020
Q3 | $46.4M | Buy |
856,445
+56,899
| +7% | +$3.04M | 0.16% | 131 |
|
|
2020
Q2 | $41.5M | Buy |
799,546
+795,667
| +20,512% | +$44.2M | 0.21% | 100 |
|
|
2020
Q1 | $210K | Buy |
+3,879
| New | +$246K | ﹤0.01% | 2619 |
|
|
2019
Q4 | – | Sell |
-227,000
| Closed | -$14.1M | – | 3962 |
|
|
2019
Q3 | $14M | Buy |
+227,000
| New | +$13.2M | 0.05% | 448 |
|
|
2019
Q1 | – | Sell |
-200,401
| Closed | -$9.82M | – | 3435 |
|
|
2018
Q4 | $8.8M | Buy |
+200,401
| New | +$9.11M | 0.03% | 586 |
|
|
2018
Q1 | – | Sell |
-79,484
| Closed | -$3.53M | – | 3489 |
|
|
2017
Q4 | $3.82M | Sell |
79,484
-99,531
| -56% | -$5.07M | 0.01% | 1033 |
|
|
2017
Q3 | $8.8M | Sell |
179,015
-1,652,598
| -90% | -$80.1M | 0.03% | 570 |
|
|
2017
Q2 | $87.7M | Buy |
+1,831,613
| New | +$91.8M | 0.32% | 66 |
|
|
2017
Q1 | – | Sell |
-16,982
| Closed | -$839K | – | 3293 |
|
|
2016
Q4 | $835K | Sell |
16,982
-26,659
| -61% | -$1.31M | ﹤0.01% | 2138 |
|
|
2016
Q3 | $2.24M | Buy |
+43,641
| New | +$2.3M | 0.01% | 1373 |
|
|
2015
Q3 | – | Sell |
-76,160
| Closed | -$3.34M | – | 2686 |
|
|
2015
Q2 | $3.19M | Sell |
76,160
-42,277
| -36% | -$1.84M | 0.01% | 938 |
|
|
2015
Q1 | $5.24M | Buy |
+118,437
| New | +$5.63M | 0.02% | 696 |
|
|
2014
Q4 | – | Sell |
-427,200
| Closed | -$18.6M | – | 2376 |
|
|
2014
Q3 | $18.6M | Buy |
427,200
+9,794
| +2% | +$430K | 0.08% | 303 |
|
|
2014
Q2 | $18.9M | Buy |
+417,406
| New | +$18.5M | 0.09% | 333 |
|
Other funds holding SO
John Overdeck's SO Position: Q2 2026 in Review
John Overdeck increased its Southern Company (SO) stake by 95% in Q2 2026, buying an estimated $13.9M and bringing the position to 303,736 shares worth $29.1M. The position accounts for 0.02% of the portfolio, ranked #824.
John Overdeck first reported a position in SO in Q2 2014 and has held it in 27 quarters since. The position peaked at $123M in Q1 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- John Overdeck held 303,736 shares of Southern Company worth $29.1M as of Q2 2026.
- John Overdeck bought 147,758 Southern Company shares in Q2 2026, an estimated $13.9M.
- Southern Company made up 0.02% of John Overdeck's portfolio in Q2 2026, its #824 holding.
- John Overdeck first reported a position in Southern Company in Q2 2014 and has held it in 27 quarters since.
- John Overdeck's Southern Company position peaked at $123M in Q1 2021.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.