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Point72 Middle East FZE’s Southern Company SO Stock Holding History

Point72 Middle East FZE’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
2024
Q1 		– Sell
-10,500
Closed -$736K – 1135
2023
Q4 		$736K Buy
10,500
+4,900
+88% +$336K 0.02% 704
2023
Q3 		$362K Buy
+5,600
New +$389K 0.01% 891
2023
Q2 		– Sell
-50,600
Closed -$3.52M – 2026
2023
Q1 		$3.52M Buy
50,600
+42,900
+557% +$2.89M 0.12% 216
2022
Q4 		$550K Buy
+7,700
New +$515K 0.02% 697

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Middle East FZE's SO Position: Q1 2023 in Review

Point72 Middle East FZE sold out of Southern Company (SO) in Q1 2023, closing a stake of 54,059 shares — an estimated $3.64M sold.

Point72 Middle East FZE first reported a position in SO in Q4 2022 and held it in 1 quarter. The position peaked at $3.86M in Q4 2022. 1,701 funds tracked by Wall St. Rank hold SO as of Q1 2023.

  • Point72 Middle East FZE reported no remaining Southern Company position as of Q1 2023 after selling out during the quarter.
  • Point72 Middle East FZE sold 54,059 Southern Company shares in Q1 2023, an estimated $3.64M.
  • Point72 Middle East FZE first reported a position in Southern Company in Q4 2022 and held it in 1 quarter.
  • Point72 Middle East FZE's Southern Company position peaked at $3.86M in Q4 2022.
  • 1,701 funds tracked by Wall St. Rank held Southern Company as of Q1 2023.

Based on Point72 Middle East FZE's 13F filing for Q1 2023, filed 15 May 2023.