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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 		$737K Sell
7,700
-40,300
-84% -$3.79M ﹤0.01% 2609
2026
Q1 		$4.63M Buy
48,000
+3,700
+8% +$342K 0.01% 1216
2025
Q4 		$3.86M Buy
44,300
+14,900
+51% +$1.36M 0.01% 1315
2025
Q3 		$2.79M Buy
29,400
+15,800
+116% +$1.48M ﹤0.01% 1594
2025
Q2 		$1.25M Sell
13,600
-4,000
-23% -$359K ﹤0.01% 1986
2025
Q1 		$1.62M Sell
17,600
-29,300
-62% -$2.54M 0.01% 1487
2024
Q4 		$3.86M Buy
46,900
+32,800
+233% +$2.88M 0.01% 838
2024
Q3 		$1.27M Buy
+14,100
New +$1.2M ﹤0.01% 1479
2024
Q2 		– Sell
-3,800
Closed -$273K – 2761
2024
Q1 		$273K Sell
3,800
-900
-19% -$62.1K ﹤0.01% 1904
2023
Q4 		$330K Sell
4,700
-2,900
-38% -$199K ﹤0.01% 1991
2023
Q3 		$492K Sell
7,600
-9,300
-55% -$645K ﹤0.01% 1687
2023
Q2 		$1.19M Buy
16,900
+6,400
+61% +$459K 0.01% 1214
2023
Q1 		$731K Sell
10,500
-500
-5% -$33.7K 0.01% 1395
2022
Q4 		$785K Buy
11,000
+5,000
+83% +$334K 0.02% 1281
2022
Q3 		$409K Buy
6,000
+400
+7% +$30.3K 0.01% 1546
2022
Q2 		$399K Buy
+5,600
New +$411K 0.01% 1402
2022
Q1 		– Sell
-5,900
Closed -$405K – 2625
2021
Q4 		$405K Sell
5,900
-28,900
-83% -$1.84M 0.01% 1625
2021
Q3 		$2.16M Buy
+34,800
New +$2.24M 0.04% 669
2016
Q3 		– Sell
-28,700
Closed -$1.54M – 1702
2016
Q2 		$1.54M Sell
28,700
-25,600
-47% -$1.29M 0.03% 290
2016
Q1 		$2.81M Sell
54,300
-10,200
-16% -$497K 0.07% 204
2015
Q4 		$3.02M Buy
+64,500
New +$2.92M 0.08% 159

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.