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	$5.47M	Sell	56,700 -15,600	-22%	-$1.44M	0.01%	1644
2025 Q4	$6.3M	Buy	72,300 +65,600	+979%	+$5.99M	0.01%	1669
2025 Q3	$635K	Sell	6,700 -400	-6%	-$37.3K	﹤0.01%	1843
2025 Q2	$652K	Hold	7,100	–	–	﹤0.01%	1704
2025 Q1	$653K	Sell	7,100 -9,200	-56%	-$796K	﹤0.01%	1553
2024 Q4	$1.34M	Buy	16,300 +100	+0.6%	+$8.77K	﹤0.01%	1391
2024 Q3	$1.46M	Buy	16,200 +11,100	+218%	+$948K	﹤0.01%	1293
2024 Q2	$396K	Buy	5,100 +1,200	+31%	+$90.9K	﹤0.01%	1490
2024 Q1	$280K	Buy	+3,900	New	+$269K	﹤0.01%	1806
2022 Q4	–	Sell	-8,500	Closed	-$578K	–	1775
2022 Q3	$578K	Hold	8,500	–	–	﹤0.01%	1139
2022 Q2	$606K	Buy	+8,500	New	+$624K	﹤0.01%	1155
2015 Q1	–	Sell	-1,250,000	Closed	-$61.4M	–	781
2014 Q4	$61.4M	Buy	+1,250,000	New	+$59M	0.43%	62

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.