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 | $1.12M | Buy |
11,700
+4,500
| +63% | +$424K | ﹤0.01% | 3525 |
|
|
2026
Q1 | $695K | Buy |
+7,200
| New | +$666K | ﹤0.01% | 3501 |
|
|
2022
Q3 | – | Sell |
-166,300
| Closed | -$11.9M | – | 2796 |
|
|
2022
Q2 | $11.9M | Hold |
166,300
| – | – | 0.04% | 458 |
|
|
2022
Q1 | $12.1M | Buy |
166,300
+149,800
| +908% | +$10.1M | 0.04% | 549 |
|
|
2021
Q4 | $1.13M | Buy |
16,500
+12,500
| +313% | +$797K | ﹤0.01% | 2434 |
|
|
2021
Q3 | $248K | Buy |
+4,000
| New | +$258K | ﹤0.01% | 3806 |
|
|
2021
Q2 | – | Sell |
-101,900
| Closed | -$6.33M | – | 4519 |
|
|
2021
Q1 | $6.33M | Buy |
101,900
+35,500
| +53% | +$2.13M | 0.02% | 921 |
|
|
2020
Q4 | $4.08M | Sell |
66,400
-50,900
| -43% | -$3.06M | 0.01% | 1047 |
|
|
2020
Q3 | $6.36M | Buy |
117,300
+109,400
| +1,385% | +$5.85M | 0.02% | 700 |
|
|
2020
Q2 | $410K | Sell |
7,900
-200
| -2% | -$11.1K | ﹤0.01% | 2153 |
|
|
2020
Q1 | $439K | Sell |
8,100
-35,400
| -81% | -$2.24M | ﹤0.01% | 2039 |
|
|
2019
Q4 | $2.77M | Sell |
43,500
-42,200
| -49% | -$2.62M | 0.01% | 1337 |
|
|
2019
Q3 | $5.29M | Buy |
85,700
+38,500
| +82% | +$2.23M | 0.02% | 831 |
|
|
2019
Q2 | $2.61M | Sell |
47,200
-18,300
| -28% | -$980K | 0.01% | 1262 |
|
|
2019
Q1 | $3.38M | Buy |
65,500
+40,500
| +162% | +$1.99M | 0.01% | 1162 |
|
|
2018
Q4 | $1.1M | Sell |
25,000
-36,700
| -59% | -$1.67M | ﹤0.01% | 1598 |
|
|
2018
Q3 | $2.69M | Sell |
61,700
-282,000
| -82% | -$13M | 0.01% | 1279 |
|
|
2018
Q2 | $15.9M | Sell |
343,700
-214,000
| -38% | -$9.58M | 0.05% | 495 |
|
|
2018
Q1 | $24.9M | Buy |
557,700
+540,800
| +3,200% | +$24M | 0.08% | 290 |
|
|
2017
Q4 | $813K | Buy |
16,900
+10,900
| +182% | +$555K | ﹤0.01% | 2099 |
|
|
2017
Q3 | $295K | Sell |
6,000
-187,600
| -97% | -$9.09M | ﹤0.01% | 2423 |
|
|
2017
Q2 | $9.27M | Sell |
193,600
-188,600
| -49% | -$9.46M | 0.03% | 559 |
|
|
2017
Q1 | $19M | Buy |
382,200
+31,600
| +9% | +$1.56M | 0.06% | 392 |
|
|
2016
Q4 | $17.2M | Sell |
350,600
-49,400
| -12% | -$2.43M | 0.07% | 353 |
|
|
2016
Q3 | $20.5M | Buy |
400,000
+322,800
| +418% | +$17M | 0.07% | 298 |
|
|
2016
Q2 | $4.14M | Sell |
77,200
-43,800
| -36% | -$2.2M | 0.02% | 849 |
|
|
2016
Q1 | $6.26M | Buy |
121,000
+104,000
| +612% | +$5.07M | 0.03% | 626 |
|
|
2015
Q4 | $795K | Sell |
17,000
-11,000
| -39% | -$499K | ﹤0.01% | 1665 |
|
|
2015
Q3 | $1.25M | Sell |
28,000
-178,000
| -86% | -$7.81M | 0.01% | 1075 |
|
|
2015
Q2 | $8.63M | Buy |
206,000
+97,000
| +89% | +$4.23M | 0.04% | 494 |
|
|
2015
Q1 | $4.83M | Buy |
+109,000
| New | +$5.18M | 0.02% | 733 |
|
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.