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 | $1.24M | Buy |
13,000
+7,000
| +117% | +$659K | ﹤0.01% | 3441 |
|
|
2026
Q1 | $579K | Buy |
+6,000
| New | +$555K | ﹤0.01% | 3641 |
|
|
2022
Q1 | – | Sell |
-6,000
| Closed | -$411K | – | 4169 |
|
|
2021
Q4 | $411K | Sell |
6,000
-2,400
| -29% | -$153K | ﹤0.01% | 3425 |
|
|
2021
Q3 | $521K | Buy |
+8,400
| New | +$541K | ﹤0.01% | 3223 |
|
|
2021
Q2 | – | Sell |
-79,400
| Closed | -$4.94M | – | 4518 |
|
|
2021
Q1 | $4.94M | Buy |
79,400
+16,500
| +26% | +$988K | 0.01% | 1054 |
|
|
2020
Q4 | $3.86M | Sell |
62,900
-51,900
| -45% | -$3.12M | 0.01% | 1080 |
|
|
2020
Q3 | $6.22M | Buy |
114,800
+109,600
| +2,108% | +$5.86M | 0.02% | 710 |
|
|
2020
Q2 | $270K | Sell |
5,200
-1,000
| -16% | -$55.6K | ﹤0.01% | 2454 |
|
|
2020
Q1 | $336K | Sell |
6,200
-35,800
| -85% | -$2.27M | ﹤0.01% | 2210 |
|
|
2019
Q4 | $2.67M | Sell |
42,000
-33,900
| -45% | -$2.1M | 0.01% | 1360 |
|
|
2019
Q3 | $4.69M | Buy |
75,900
+13,000
| +21% | +$754K | 0.02% | 898 |
|
|
2019
Q2 | $3.48M | Sell |
62,900
-14,000
| -18% | -$750K | 0.01% | 1093 |
|
|
2019
Q1 | $3.97M | Buy |
76,900
+1,300
| +2% | +$63.7K | 0.01% | 1075 |
|
|
2018
Q4 | $3.32M | Buy |
75,600
+32,000
| +73% | +$1.45M | 0.01% | 995 |
|
|
2018
Q3 | $1.9M | Sell |
43,600
-242,600
| -85% | -$11.2M | 0.01% | 1519 |
|
|
2018
Q2 | $13.3M | Sell |
286,200
-54,100
| -16% | -$2.42M | 0.04% | 555 |
|
|
2018
Q1 | $15.2M | Buy |
340,300
+302,900
| +810% | +$13.4M | 0.05% | 431 |
|
|
2017
Q4 | $1.8M | Buy |
+37,400
| New | +$1.91M | 0.01% | 1540 |
|
|
2017
Q3 | – | Sell |
-119,200
| Closed | -$5.71M | – | 3155 |
|
|
2017
Q2 | $5.71M | Sell |
119,200
-56,000
| -32% | -$2.81M | 0.02% | 789 |
|
|
2017
Q1 | $8.72M | Sell |
175,200
-118,000
| -40% | -$5.83M | 0.03% | 671 |
|
|
2016
Q4 | $14.4M | Buy |
293,200
+27,000
| +10% | +$1.33M | 0.06% | 413 |
|
|
2016
Q3 | $13.7M | Buy |
266,200
+183,300
| +221% | +$9.65M | 0.05% | 429 |
|
|
2016
Q2 | $4.45M | Buy |
82,900
+30,600
| +59% | +$1.54M | 0.02% | 821 |
|
|
2016
Q1 | $2.71M | Buy |
52,300
+33,300
| +175% | +$1.62M | 0.01% | 989 |
|
|
2015
Q4 | $889K | Buy |
19,000
+13,000
| +217% | +$589K | ﹤0.01% | 1583 |
|
|
2015
Q3 | $268K | Sell |
6,000
-82,000
| -93% | -$3.6M | ﹤0.01% | 1843 |
|
|
2015
Q2 | $3.69M | Sell |
88,000
-23,000
| -21% | -$1M | 0.02% | 867 |
|
|
2015
Q1 | $4.92M | Buy |
+111,000
| New | +$5.27M | 0.02% | 716 |
|
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.