Soros Fund Management’s Southern Company SO Stock Holding History

Soros Fund 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
2023 Q4	–	Sell	-90,000	Closed	-$5.82M	–	264
2023 Q3	$5.82M	Buy	+90,000	New	+$6.25M	0.08%	154
2023 Q2	–	Sell	-120,000	Closed	-$8.35M	–	214
2023 Q1	$8.35M	Buy	120,000 +80,000	+200%	+$5.39M	0.13%	118
2022 Q4	$2.86M	Buy	+40,000	New	+$2.67M	0.04%	173
2018 Q3	–	Sell	-120,462	Closed	-$5.58M	–	232
2018 Q2	$5.58M	Buy	+120,462	New	+$5.39M	0.09%	149

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Soros Fund Management's SO Position: Q4 2023 in Review

Soros Fund Management sold out of Southern Company (SO) in Q4 2023, closing a stake of 90,000 shares — an estimated $5.82M sold.

Soros Fund Management first reported a position in SO in Q2 2018 and held it in 4 quarters. The position peaked at $8.35M in Q1 2023. 1,836 funds tracked by Wall St. Rank hold SO as of Q4 2023.

Soros Fund Management reported no remaining Southern Company position as of Q4 2023 after selling out during the quarter.
Soros Fund Management sold 90,000 Southern Company shares in Q4 2023, an estimated $5.82M.
Soros Fund Management first reported a position in Southern Company in Q2 2018 and held it in 4 quarters.
Soros Fund Management's Southern Company position peaked at $8.35M in Q1 2023.
1,836 funds tracked by Wall St. Rank held Southern Company as of Q4 2023.

Based on Soros Fund Management's 13F filing for Q4 2023, filed 14 Feb 2024.