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Schonfeld Strategic Advisors’s Southern Company SO Stock Holding History

Schonfeld Strategic Advisors’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
2022
Q4 		– Sell
-200,000
Closed -$110K – 2980
2022
Q3 		$110K Buy
+200,000
New +$15.2M ﹤0.01% 2522
2022
Q1 		– Sell
-300,000
Closed -$20.6M – 2901
2021
Q4 		$20.6M Buy
+300,000
New +$19.1M 0.19% 132

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schonfeld Strategic Advisors's SO Position: Q1 2026 in Review

Schonfeld Strategic Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,454 shares — an estimated $301K sold.

Schonfeld Strategic Advisors first reported a position in SO in Q1 2017 and held it in 24 quarters. The position peaked at $31.7M in Q3 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Schonfeld Strategic Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 3,454 Southern Company shares in Q1 2026, an estimated $301K.
  • Schonfeld Strategic Advisors first reported a position in Southern Company in Q1 2017 and held it in 24 quarters.
  • Schonfeld Strategic Advisors's Southern Company position peaked at $31.7M in Q3 2023.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.