Laurion Capital Management’s Southern Company SO Stock Holding History

Laurion Capital 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 Q3	–	Sell	-150,000	Closed	-$13.8M	–	428
2025 Q2	$13.8M	Buy	+150,000	New	+$13.5M	0.25%	83
2022 Q4	–	Sell	-191,300	Closed	-$13M	–	544
2022 Q3	$13M	Buy	+191,300	New	+$14.5M	0.08%	170
2020 Q3	–	Sell	-60,000	Closed	-$3.11M	–	1124
2020 Q2	$3.11M	Buy	+60,000	New	+$3.34M	0.04%	281
2020 Q1	–	Sell	-90,000	Closed	-$5.73M	–	1047
2019 Q4	$5.73M	Buy	+90,000	New	+$5.58M	0.04%	289
2018 Q4	–	Sell	-95,000	Closed	-$4.14M	–	1378
2018 Q3	$4.14M	Buy	+95,000	New	+$4.38M	0.04%	396
2017 Q2	–	Sell	-100,000	Closed	-$4.98M	–	1843
2017 Q1	$4.98M	Buy	+100,000	New	+$4.94M	0.04%	416
2016 Q3	–	Sell	-1,500,000	Closed	-$80.4M	–	1089
2016 Q2	$80.4M	Buy	+1,500,000	New	+$75.4M	1.26%	8

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurion Capital Management's SO Position: Q3 2024 in Review

Laurion Capital Management sold out of Southern Company (SO) in Q3 2024, closing a stake of 3,926 shares — an estimated $305K sold.

Laurion Capital Management first reported a position in SO in Q3 2013 and held it in 6 quarters. The position peaked at $6.29M in Q2 2015. 2,002 funds tracked by Wall St. Rank hold SO as of Q3 2024.

Laurion Capital Management reported no remaining Southern Company position as of Q3 2024 after selling out during the quarter.
Laurion Capital Management sold 3,926 Southern Company shares in Q3 2024, an estimated $305K.
Laurion Capital Management first reported a position in Southern Company in Q3 2013 and held it in 6 quarters.
Laurion Capital Management's Southern Company position peaked at $6.29M in Q2 2015.
2,002 funds tracked by Wall St. Rank held Southern Company as of Q3 2024.

Based on Laurion Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.