Parallax Volatility Advisers’s Southern Company SO Stock Holding History

Parallax Volatility Advisers’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	-88,300	Closed	-$7.7M	–	1802
2025 Q4	$7.7M	Buy	88,300 +8,300	+10%	+$758K	0.02%	540
2025 Q3	$7.58M	Sell	80,000 -12,900	-14%	-$1.2M	0.01%	554
2025 Q2	$8.53M	Buy	92,900 +92,400	+18,480%	+$8.3M	0.02%	476
2025 Q1	$46K	Buy	+500	New	+$43.3K	﹤0.01%	1400
2023 Q4	–	Sell	-13,700	Closed	-$887K	–	2464
2023 Q3	$887K	Buy	+13,700	New	+$951K	﹤0.01%	1412
2023 Q2	–	Sell	-11,100	Closed	-$772K	–	2828
2023 Q1	$772K	Buy	11,100 +6,600	+147%	+$444K	﹤0.01%	1604
2022 Q4	$321K	Sell	4,500 -116,900	-96%	-$7.82M	﹤0.01%	2021
2022 Q3	$8.26M	Sell	121,400 -184,800	-60%	-$14M	0.01%	823
2022 Q2	$21.8M	Buy	306,200 +234,900	+329%	+$17.2M	0.02%	461
2022 Q1	$5.17M	Buy	71,300 +65,200	+1,069%	+$4.42M	﹤0.01%	975
2021 Q4	$420K	Sell	6,100 -500	-8%	-$31.9K	﹤0.01%	1496
2021 Q3	$411K	Sell	6,600 -182,600	-97%	-$11.8M	﹤0.01%	1550
2021 Q2	$11.4M	Buy	189,200 +112,000	+145%	+$7.16M	0.02%	487
2021 Q1	$4.8M	Buy	77,200 +10,500	+16%	+$629K	0.01%	523
2020 Q4	$4.09M	Sell	66,700 -339,200	-84%	-$20.4M	﹤0.01%	1015
2020 Q3	$22M	Buy	405,900 +295,400	+267%	+$15.8M	0.02%	697
2020 Q2	$5.73M	Buy	110,500 +3,900	+4%	+$217K	0.01%	1030
2020 Q1	$5.77M	Buy	106,600 +17,700	+20%	+$1.12M	0.01%	819
2019 Q4	$5.66M	Buy	88,900 +62,500	+237%	+$3.87M	0.01%	855
2019 Q3	$1.63M	Sell	26,400 -7,800	-23%	-$452K	﹤0.01%	1213
2019 Q2	$1.89M	Sell	34,200 -409,600	-92%	-$21.9M	﹤0.01%	1058
2019 Q1	$22.9M	Buy	443,800 +345,200	+350%	+$16.9M	0.03%	293
2018 Q4	$4.33M	Buy	98,600 +42,300	+75%	+$1.92M	0.01%	757
2018 Q3	$2.46M	Sell	56,300 -202,900	-78%	-$9.35M	﹤0.01%	961
2018 Q2	$12M	Buy	259,200 +128,500	+98%	+$5.75M	0.02%	386
2018 Q1	$5.84M	Buy	130,700 +89,500	+217%	+$3.97M	0.01%	478
2017 Q4	$1.98M	Sell	41,200 -47,300	-53%	-$2.41M	﹤0.01%	920
2017 Q3	$4.35M	Sell	88,500 -64,000	-42%	-$3.1M	0.01%	602
2017 Q2	$7.3M	Buy	152,500 +21,900	+17%	+$1.1M	0.01%	472
2017 Q1	$6.5M	Buy	130,600 +84,600	+184%	+$4.18M	0.01%	498
2016 Q4	$2.26M	Sell	46,000 -117,400	-72%	-$5.77M	﹤0.01%	919
2016 Q3	$8.38M	Buy	163,400 +132,900	+436%	+$7M	0.02%	498
2016 Q2	$1.63M	Sell	30,500 -38,600	-56%	-$1.94M	﹤0.01%	998
2016 Q1	$3.58M	Sell	69,100 -10,800	-14%	-$526K	0.01%	693
2015 Q4	$3.74M	Sell	79,900 -88,100	-52%	-$3.99M	0.01%	785
2015 Q3	$7.51M	Buy	168,000 +127,300	+313%	+$5.58M	0.02%	551
2015 Q2	$1.71M	Sell	40,700 -58,200	-59%	-$2.54M	﹤0.01%	1133
2015 Q1	$4.38M	Sell	98,900 -81,600	-45%	-$3.88M	0.01%	772
2014 Q4	$8.86M	Buy	180,500 +58,800	+48%	+$2.78M	0.03%	500
2014 Q3	$5.31M	Buy	121,700 +121,600	+121,600%	+$5.34M	0.02%	696
2014 Q2	$5K	Sell	100 -15,400	-99%	-$681K	﹤0.01%	3881
2014 Q1	$681K	Buy	15,500 +5,300	+52%	+$222K	﹤0.01%	900
2013 Q4	$418K	Sell	10,200 -1,200	-11%	-$49.5K	﹤0.01%	1128
2013 Q3	$469K	Buy	11,400 +6,500	+133%	+$280K	﹤0.01%	845
2013 Q2	$216K	Buy	+4,900	New	+$225K	﹤0.01%	1014

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

Parallax Volatility Advisers's SO Position: Q1 2026 in Review

Parallax Volatility Advisers opened a new position in Southern Company (SO) in Q1 2026: 35,746 shares worth $3.29M. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Parallax Volatility Advisers previously reported a position in SO as recently as Q1 2025.

Parallax Volatility Advisers first reported a position in SO in Q2 2013 and has held it in 24 quarters since. The position peaked at $8M in Q3 2018. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Parallax Volatility Advisers held 35,746 shares of Southern Company worth $3.29M as of Q1 2026.
Southern Company was a new Parallax Volatility Advisers position in Q1 2026.
Southern Company made up 0.01% of Parallax Volatility Advisers's portfolio in Q1 2026, its #683 holding.
Parallax Volatility Advisers first reported a position in Southern Company in Q2 2013 and has held it in 24 quarters since.
Parallax Volatility Advisers's Southern Company position peaked at $8M in Q3 2018.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Parallax Volatility Advisers's 13F filing for Q1 2026, filed 15 May 2026.