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	$2.36M	Buy	24,400 +8,600	+54%	+$796K	﹤0.01%	3722
2025 Q4	$1.38M	Buy	15,800 +8,800	+126%	+$803K	﹤0.01%	4246
2025 Q3	$663K	Sell	7,000 -52,200	-88%	-$4.87M	﹤0.01%	4900
2025 Q2	$5.44M	Sell	59,200 -157,300	-73%	-$14.1M	﹤0.01%	2898
2025 Q1	$19.9M	Buy	216,500 +172,800	+395%	+$15M	0.01%	1524
2024 Q4	$3.6M	Sell	43,700 -81,300	-65%	-$7.13M	﹤0.01%	3131
2024 Q3	$11.3M	Sell	125,000 -40,700	-25%	-$3.48M	0.01%	2081
2024 Q2	$12.9M	Sell	165,700 -42,800	-21%	-$3.24M	0.01%	1868
2024 Q1	$15M	Buy	208,500 +156,700	+303%	+$10.8M	0.01%	1805
2023 Q4	$3.63M	Buy	51,800 +37,700	+267%	+$2.59M	﹤0.01%	3072
2023 Q3	$913K	Sell	14,100 -19,000	-57%	-$1.32M	﹤0.01%	4246
2023 Q2	$2.33M	Sell	33,100 -1,400	-4%	-$100K	﹤0.01%	3345
2023 Q1	$2.4M	Buy	34,500 +10,100	+41%	+$680K	﹤0.01%	3262
2022 Q4	$1.74M	Sell	24,400 -22,200	-48%	-$1.48M	﹤0.01%	3676
2022 Q3	$3.17M	Sell	46,600 -277,000	-86%	-$21M	﹤0.01%	3340
2022 Q2	$23.1M	Sell	323,600 -7,800	-2%	-$573K	0.01%	1170
2022 Q1	$24M	Buy	+331,400	New	+$22.4M	0.01%	1204
2021 Q3	–	Sell	-4,300	Closed	-$260K	–	7223
2021 Q2	$260K	Buy	+4,300	New	+$275K	﹤0.01%	5840
2020 Q3	–	Sell	-5,200	Closed	-$270K	–	4791
2020 Q2	$270K	Buy	+5,200	New	+$289K	﹤0.01%	3717
2020 Q1	–	Sell	-50,400	Closed	-$3.21M	–	4435
2019 Q4	$3.21M	Buy	50,400 +46,400	+1,160%	+$2.88M	﹤0.01%	2276
2019 Q3	$247K	Buy	+4,000	New	+$232K	﹤0.01%	3670
2014 Q4	–	Sell	-4,900	Closed	-$214K	–	4243
2014 Q3	$214K	Buy	+4,900	New	+$215K	﹤0.01%	3371
2014 Q2	–	Sell	-29,100	Closed	-$1.28M	–	3829
2014 Q1	$1.28M	Buy	+29,100	New	+$1.22M	﹤0.01%	2084
2013 Q4	–	Sell	-15,600	Closed	-$642K	–	3747
2013 Q3	$642K	Buy	+15,600	New	+$672K	﹤0.01%	2388

Other funds holding SO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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.