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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
2015
Q3 		– Sell
-250,000
Closed -$10.5M – 884
2015
Q2 		$10.5M Buy
+250,000
New +$10.9M 0.1% 201

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
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.