MF
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Magnetar Financial’s Southern Company SO Stock Holding History

Magnetar Financial’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
2026
Q1 		– Sell
-2,309
Closed -$201K – 1379
2025
Q4 		$201K Sell
2,309
-8,018
-78% -$732K ﹤0.01% 791
2025
Q3 		$979K Buy
+10,327
New +$964K 0.01% 466
2024
Q4 		– Sell
-35,943
Closed -$3.24M – 772
2024
Q3 		$3.24M Buy
+35,943
New +$3.07M 0.07% 196
2022
Q1 		– Sell
-14,917
Closed -$1.02M – 1514
2021
Q4 		$1.02M Buy
+14,917
New +$951K 0.01% 795
2021
Q3 		– Sell
-63,029
Closed -$3.81K – 1507
2021
Q2 		$3.81K Buy
63,029
+15,625
+33% +$999K 0.04% 457
2021
Q1 		$2.95M Buy
+47,404
New +$2.84M 0.03% 489
2020
Q1 		– Sell
-5,495
Closed -$350K – 627
2019
Q4 		$350K Buy
5,495
+1,289
+31% +$79.9K 0.01% 403
2019
Q3 		$260K Sell
4,206
-43
-1% -$2.49K 0.01% 413
2019
Q2 		$235K Buy
+4,249
New +$227K ﹤0.01% 384
2018
Q1 		– Sell
-27,788
Closed -$1.34M – 779
2017
Q4 		$1.34M Buy
+27,788
New +$1.42M 0.02% 172
2017
Q3 		– Sell
-43,583
Closed -$2.09M – 903
2017
Q2 		$2.09M Buy
43,583
+30,414
+231% +$1.52M 0.03% 229
2017
Q1 		$656K Buy
+13,169
New +$651K 0.01% 416
2016
Q4 		– Sell
-4,811
Closed -$247K – 328
2016
Q3 		$247K Buy
+4,811
New +$253K ﹤0.01% 484
2015
Q2 		– Sell
-48,448
Closed -$2.15M – 462
2015
Q1 		$2.15M Buy
+48,448
New +$2.3M 0.04% 161
2014
Q4 		– Sell
-33,388
Closed -$1.46M – 225
2014
Q3 		$1.46M Buy
+33,388
New +$1.47M 0.02% 140

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Magnetar Financial's SO Position: Q1 2026 in Review

Magnetar Financial sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,309 shares — an estimated $201K sold.

Magnetar Financial first reported a position in SO in Q3 2014 and held it in 15 quarters. The position peaked at $3.24M in Q3 2024. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Magnetar Financial reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Magnetar Financial sold 2,309 Southern Company shares in Q1 2026, an estimated $201K.
  • Magnetar Financial first reported a position in Southern Company in Q3 2014 and held it in 15 quarters.
  • Magnetar Financial's Southern Company position peaked at $3.24M in Q3 2024.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Magnetar Financial's 13F filing for Q1 2026, filed 13 May 2026.