Millennium Management
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Millennium Management’s Southern Company SO Stock Holding History

Millennium 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
2026
Q1 		$5.13M Buy
53,100
+4,000
+8% +$370K ﹤0.01% 2908
2025
Q4 		$4.28M Sell
49,100
-95,900
-66% -$8.75M ﹤0.01% 3184
2025
Q3 		$13.7M Sell
145,000
-25,000
-15% -$2.33M 0.01% 2054
2025
Q2 		$15.6M Buy
170,000
+116,700
+219% +$10.5M 0.01% 1824
2025
Q1 		$4.9M Sell
53,300
-102,900
-66% -$8.91M ﹤0.01% 2884
2024
Q4 		$12.9M Sell
156,200
-38,300
-20% -$3.36M 0.01% 1938
2024
Q3 		$17.5M Sell
194,500
-177,400
-48% -$15.2M 0.01% 1661
2024
Q2 		$28.8M Buy
371,900
+14,400
+4% +$1.09M 0.01% 1184
2024
Q1 		$25.6M Buy
357,500
+282,900
+379% +$19.5M 0.01% 1341
2023
Q4 		$5.23M Buy
74,600
+56,400
+310% +$3.87M ﹤0.01% 2750
2023
Q3 		$1.18M Sell
18,200
-62,100
-77% -$4.31M ﹤0.01% 4061
2023
Q2 		$5.64M Sell
80,300
-350,600
-81% -$25.1M ﹤0.01% 2570
2023
Q1 		$30M Sell
430,900
-271,000
-39% -$18.2M 0.02% 1037
2022
Q4 		$50.1M Buy
701,900
+217,200
+45% +$14.5M 0.03% 751
2022
Q3 		$33M Buy
+484,700
New +$36.7M 0.02% 945
2022
Q2 		– Sell
-10,100
Closed -$732K – 7458
2022
Q1 		$732K Buy
+10,100
New +$684K ﹤0.01% 4817
2020
Q3 		– Sell
-5,200
Closed -$270K – 4790
2020
Q2 		$270K Buy
+5,200
New +$289K ﹤0.01% 3716
2019
Q4 		– Sell
-4,000
Closed -$247K – 4601
2019
Q3 		$247K Buy
+4,000
New +$232K ﹤0.01% 3669
2015
Q2 		– Sell
-8,000
Closed -$354K – 3798
2015
Q1 		$354K Buy
+8,000
New +$380K ﹤0.01% 2941
2014
Q2 		– Sell
-142,100
Closed -$6.24M – 3828
2014
Q1 		$6.24M Buy
142,100
+42,100
+42% +$1.76M 0.02% 1083
2013
Q4 		$4.11M Buy
100,000
+80,400
+410% +$3.32M 0.01% 1322
2013
Q3 		$807K Sell
19,600
-356,900
-95% -$15.4M ﹤0.01% 2254
2013
Q2 		$16.6M Buy
+376,500
New +$17.3M 0.05% 387

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.