Squarepoint
SO icon

Squarepoint’s Southern Company SO Stock Holding History

Squarepoint’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
Q2 		$4.55M Sell
47,500
-181,900
-79% -$17.1M 0.01% 1658
2026
Q1 		$22.1M Buy
229,400
+62,600
+38% +$5.79M 0.03% 655
2025
Q4 		$14.5M Buy
166,800
+96,300
+137% +$8.79M 0.02% 892
2025
Q3 		$6.68M Sell
70,500
-48,200
-41% -$4.5M 0.01% 1293
2025
Q2 		$10.9M Sell
118,700
-65,600
-36% -$5.89M 0.01% 1022
2025
Q1 		$16.9M Sell
184,300
-102,200
-36% -$8.85M 0.02% 768
2024
Q4 		$23.6M Buy
286,500
+182,700
+176% +$16M 0.02% 690
2024
Q3 		$9.36M Buy
103,800
+5,100
+5% +$436K 0.01% 1003
2024
Q2 		$7.66M Buy
98,700
+94,800
+2,431% +$7.18M 0.01% 1094
2024
Q1 		$280K Buy
+3,900
New +$269K ﹤0.01% 3439
2023
Q4 		– Sell
-7,700
Closed -$498K – 4465
2023
Q3 		$498K Sell
7,700
-25,300
-77% -$1.76M ﹤0.01% 2803
2023
Q2 		$2.32M Buy
+33,000
New +$2.37M 0.01% 1568
2022
Q4 		– Sell
-9,900
Closed -$673K – 3568
2022
Q3 		$673K Buy
9,900
+2,300
+30% +$174K ﹤0.01% 2041
2022
Q2 		$542K Buy
+7,600
New +$558K ﹤0.01% 1971
2021
Q4 		– Sell
-8,300
Closed -$514K – 3491
2021
Q3 		$514K Buy
+8,300
New +$534K ﹤0.01% 1946

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Squarepoint's SO Position: Q2 2026 in Review

Squarepoint reduced its Southern Company (SO) stake by 95% in Q2 2026, selling an estimated $106M and leaving 53,685 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #1582.

Squarepoint first reported a position in SO in Q2 2016 and has held it in 36 quarters since. The position peaked at $218M in Q4 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Squarepoint held 53,685 shares of Southern Company worth $5.14M as of Q2 2026.
  • Squarepoint sold 1,123,492 Southern Company shares in Q2 2026, an estimated $106M.
  • Southern Company made up 0.01% of Squarepoint's portfolio in Q2 2026, its #1582 holding.
  • Squarepoint first reported a position in Southern Company in Q2 2016 and has held it in 36 quarters since.
  • Squarepoint's Southern Company position peaked at $218M in Q4 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.