Millennium Management’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
Q1 | $44.3M | Buy |
458,458
+255,764
| +126% | +$23.7M | 0.02% | 911 |
|
|
2025
Q4 | $17.7M | Sell |
202,694
-165,226
| -45% | -$15.1M | 0.01% | 1698 |
|
|
2025
Q3 | $34.9M | Buy |
367,920
+95,144
| +35% | +$8.88M | 0.01% | 1141 |
|
|
2025
Q2 | $25M | Sell |
272,776
-109,307
| -29% | -$9.82M | 0.01% | 1361 |
|
|
2025
Q1 | $35.1M | Buy |
382,083
+306,623
| +406% | +$26.5M | 0.02% | 1023 |
|
|
2024
Q4 | $6.21M | Buy |
75,460
+29,385
| +64% | +$2.58M | ﹤0.01% | 2628 |
|
|
2024
Q3 | $4.16M | Sell |
46,075
-169,658
| -79% | -$14.5M | ﹤0.01% | 3006 |
|
|
2024
Q2 | $16.7M | Buy |
215,733
+149,612
| +226% | +$11.3M | 0.01% | 1649 |
|
|
2024
Q1 | $4.74M | Sell |
66,121
-284,010
| -81% | -$19.6M | ﹤0.01% | 2912 |
|
|
2023
Q4 | $24.6M | Sell |
350,131
-596,291
| -63% | -$40.9M | 0.01% | 1375 |
|
|
2023
Q3 | $61.3M | Buy |
946,422
+517,535
| +121% | +$35.9M | 0.03% | 586 |
|
|
2023
Q2 | $30.1M | Buy |
+428,887
| New | +$30.8M | 0.01% | 1070 |
|
|
2022
Q4 | – | Sell |
-1,981,230
| Closed | -$132M | – | 7018 |
|
|
2022
Q3 | $135M | Buy |
1,981,230
+1,954,279
| +7,251% | +$148M | 0.08% | 209 |
|
|
2022
Q2 | $1.92M | Sell |
26,951
-68,028
| -72% | -$4.99M | ﹤0.01% | 3748 |
|
|
2022
Q1 | $6.89M | Sell |
94,979
-1,496,877
| -94% | -$101M | ﹤0.01% | 2595 |
|
|
2021
Q4 | $109M | Buy |
1,591,856
+1,052,909
| +195% | +$67.1M | 0.06% | 332 |
|
|
2021
Q3 | $33.4M | Sell |
538,947
-757,318
| -58% | -$48.8M | 0.02% | 899 |
|
|
2021
Q2 | $78.4M | Buy |
1,296,265
+891,724
| +220% | +$57M | 0.05% | 408 |
|
|
2021
Q1 | $25.1M | Sell |
404,541
-127,987
| -24% | -$7.66M | 0.02% | 918 |
|
|
2020
Q4 | $32.7M | Buy |
532,528
+468,645
| +734% | +$28.2M | 0.02% | 718 |
|
|
2020
Q3 | $3.46K | Sell |
63,883
-89,375
| -58% | -$4.78M | ﹤0.01% | 2159 |
|
|
2020
Q2 | $7.95M | Buy |
153,258
+126,942
| +482% | +$7.06M | 0.01% | 1377 |
|
|
2020
Q1 | $1.43M | Buy |
+26,316
| New | +$1.67M | ﹤0.01% | 2247 |
|
|
2019
Q4 | – | Sell |
-225,142
| Closed | -$14M | – | 4602 |
|
|
2019
Q3 | $13.9M | Buy |
225,142
+83,577
| +59% | +$4.84M | 0.02% | 1037 |
|
|
2019
Q2 | $7.83M | Sell |
141,565
-110,233
| -44% | -$5.9M | 0.01% | 1440 |
|
|
2019
Q1 | $13M | Buy |
251,798
+243,387
| +2,894% | +$11.9M | 0.02% | 1082 |
|
|
2018
Q4 | $369K | Sell |
8,411
-991,679
| -99% | -$45.1M | ﹤0.01% | 3120 |
|
|
2018
Q3 | $43.6M | Buy |
+1,000,090
| New | +$46.1M | 0.05% | 471 |
|
|
2018
Q1 | – | Sell |
-78,414
| Closed | -$3.77M | – | 4046 |
|
|
2017
Q4 | $3.77M | Buy |
+78,414
| New | +$4M | 0.01% | 1895 |
|
|
2017
Q3 | – | Sell |
-258,980
| Closed | -$12.4M | – | 3838 |
|
|
2017
Q2 | $12.4M | Buy |
+258,980
| New | +$13M | 0.02% | 931 |
|
|
2016
Q4 | – | Sell |
-854,694
| Closed | -$43.8M | – | 3697 |
|
|
2016
Q3 | $43.8M | Sell |
854,694
-706,487
| -45% | -$37.2M | 0.07% | 288 |
|
|
2016
Q2 | $83.7M | Buy |
1,561,181
+1,413,460
| +957% | +$71.1M | 0.19% | 102 |
|
|
2016
Q1 | $7.64M | Sell |
147,721
-817,279
| -85% | -$39.8M | 0.02% | 998 |
|
|
2015
Q4 | $45.2M | Buy |
+965,000
| New | +$43.7M | 0.09% | 276 |
|
|
2015
Q2 | – | Sell |
-238,299
| Closed | -$10.6M | – | 3799 |
|
|
2015
Q1 | $10.6M | Sell |
238,299
-648,565
| -73% | -$30.8M | 0.02% | 985 |
|
|
2014
Q4 | $43.6M | Buy |
+886,864
| New | +$41.9M | 0.09% | 278 |
|
|
2014
Q3 | – | Sell |
-352,727
| Closed | -$15.5M | – | 3985 |
|
|
2014
Q2 | $16M | Buy |
+352,727
| New | +$15.6M | 0.04% | 584 |
|
|
2013
Q4 | – | Sell |
-83,730
| Closed | -$3.46M | – | 3746 |
|
|
2013
Q3 | $3.45M | Sell |
83,730
-115,617
| -58% | -$4.98M | 0.01% | 1328 |
|
|
2013
Q2 | $8.8M | Buy |
+199,347
| New | +$9.17M | 0.03% | 686 |
|
Other funds holding SO
VCM
VPM
Millennium Management's SO Position: Q1 2026 in Review
Millennium Management increased its Southern Company (SO) stake by 126% in Q1 2026, buying an estimated $23.7M and bringing the position to 458,458 shares worth $44.3M. The position accounts for 0.02% of the portfolio, ranked #911.
Millennium Management first reported a position in SO in Q2 2013 and has held it in 39 quarters since. The position peaked at $135M in Q3 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Millennium Management held 458,458 shares of Southern Company worth $44.3M as of Q1 2026.
- Millennium Management bought 255,764 Southern Company shares in Q1 2026, an estimated $23.7M.
- Southern Company made up 0.02% of Millennium Management's portfolio in Q1 2026, its #911 holding.
- Millennium Management first reported a position in Southern Company in Q2 2013 and has held it in 39 quarters since.
- Millennium Management's Southern Company position peaked at $135M in Q3 2022.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.