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Paul Tudor Jones’s Southern Company SO Stock Holding History

Paul Tudor Jones’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
Q2 		$1.25M Buy
13,100
+6,800
+108% +$640K ﹤0.01% 2244
2026
Q1 		$608K Sell
6,300
-82,800
-93% -$7.66M ﹤0.01% 2689
2025
Q4 		$7.77M Buy
89,100
+8,900
+11% +$813K 0.01% 880
2025
Q3 		$7.6M Sell
80,200
-36,500
-31% -$3.41M 0.01% 925
2025
Q2 		$10.7M Buy
116,700
+87,200
+296% +$7.83M 0.02% 625
2025
Q1 		$2.71M Buy
29,500
+18,700
+173% +$1.62M 0.01% 1141
2024
Q4 		$889K Sell
10,800
-3,400
-24% -$298K ﹤0.01% 1808
2024
Q3 		$1.28M Buy
14,200
+5,500
+63% +$470K ﹤0.01% 1474
2024
Q2 		$675K Buy
+8,700
New +$659K ﹤0.01% 1663
2024
Q1 		– Sell
-10,600
Closed -$743K – 2749
2023
Q4 		$743K Sell
10,600
-600
-5% -$41.2K 0.01% 1589
2023
Q3 		$725K Sell
11,200
-12,400
-53% -$861K 0.01% 1483
2023
Q2 		$1.66M Buy
23,600
+14,100
+148% +$1.01M 0.02% 996
2023
Q1 		$663K Sell
9,500
-14,400
-60% -$970K 0.01% 1447
2022
Q4 		$1.71M Sell
23,900
-4,700
-16% -$314K 0.03% 732
2022
Q3 		$1.95M Sell
28,600
-13,500
-32% -$1.02M 0.04% 552
2022
Q2 		$3M Buy
42,100
+35,400
+528% +$2.6M 0.08% 326
2022
Q1 		$488K Sell
6,700
-29,200
-81% -$1.98M 0.01% 1292
2021
Q4 		$2.46M Sell
35,900
-12,600
-26% -$803K 0.04% 538
2021
Q3 		$3.01M Buy
+48,500
New +$3.12M 0.05% 482
2016
Q2 		– Sell
-20,800
Closed -$1.08M – 1897
2016
Q1 		$1.08M Sell
20,800
-36,400
-64% -$1.77M 0.03% 478
2015
Q4 		$2.68M Buy
+57,200
New +$2.59M 0.08% 175

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Paul Tudor Jones's SO Position: Q1 2026 in Review

Paul Tudor Jones sold out of Southern Company (SO) in Q1 2026, closing a stake of 136,602 shares — an estimated $12.6M sold.

Paul Tudor Jones first reported a position in SO in Q2 2014 and held it in 23 quarters. The position peaked at $22.9M in Q4 2023. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Paul Tudor Jones reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Paul Tudor Jones sold 136,602 Southern Company shares in Q1 2026, an estimated $12.6M.
  • Paul Tudor Jones first reported a position in Southern Company in Q2 2014 and held it in 23 quarters.
  • Paul Tudor Jones's Southern Company position peaked at $22.9M in Q4 2023.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tudor Investment Corp's 13F filing for Q1 2026, filed 15 May 2026.