Point72 Asset Management’s Southern Company SO Stock Holding History

Point72 Asset 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	$8.77M	Sell	90,900 -81,500	-47%	-$7.54M	0.01%	1340
2025 Q4	$15M	Buy	172,400 +135,400	+366%	+$12.4M	0.02%	1093
2025 Q3	$3.51M	Sell	37,000 -43,300	-54%	-$4.04M	0.01%	1205
2025 Q2	$7.37M	Hold	80,300	–	–	0.01%	849
2025 Q1	$7.38M	Buy	80,300 +42,000	+110%	+$3.64M	0.02%	790
2024 Q4	$3.15M	Sell	38,300 -2,200	-5%	-$193K	0.01%	1089
2024 Q3	$3.65M	Buy	40,500 +31,300	+340%	+$2.67M	0.01%	972
2024 Q2	$714K	Hold	9,200	–	–	﹤0.01%	1353
2024 Q1	$660K	Sell	9,200 -17,700	-66%	-$1.22M	﹤0.01%	1571
2023 Q4	$1.89M	Hold	26,900	–	–	﹤0.01%	1230
2023 Q3	$1.74M	Hold	26,900	–	–	0.01%	1176
2023 Q2	$1.89M	Hold	26,900	–	–	0.01%	1050
2023 Q1	$1.87M	Hold	26,900	–	–	0.01%	991
2022 Q4	$1.92M	Buy	26,900 +18,900	+236%	+$1.26M	0.01%	939
2022 Q3	$544K	Hold	8,000	–	–	﹤0.01%	1151
2022 Q2	$570K	Buy	+8,000	New	+$587K	﹤0.01%	1164

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

Point72 Asset Management's SO Position: Q4 2025 in Review

Point72 Asset Management sold out of Southern Company (SO) in Q4 2025, closing a stake of 5,600 shares — an estimated $511K sold.

Point72 Asset Management first reported a position in SO in Q3 2017 and held it in 7 quarters. The position peaked at $159M in Q2 2023. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Point72 Asset Management reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Point72 Asset Management sold 5,600 Southern Company shares in Q4 2025, an estimated $511K.
Point72 Asset Management first reported a position in Southern Company in Q3 2017 and held it in 7 quarters.
Point72 Asset Management's Southern Company position peaked at $159M in Q2 2023.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Point72 Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.