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 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 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

Squarepoint's SO Position: Q1 2026 in Review

Squarepoint reduced its Southern Company (SO) stake by 53% in Q1 2026, selling an estimated $123M and leaving 1,177,177 shares worth $114M. The position accounts for 0.13% of the portfolio, ranked #139.

Squarepoint first reported a position in SO in Q2 2016 and has held it in 35 quarters since. The position peaked at $218M in Q4 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Squarepoint held 1,177,177 shares of Southern Company worth $114M as of Q1 2026.
Squarepoint sold 1,326,343 Southern Company shares in Q1 2026, an estimated $123M.
Southern Company made up 0.13% of Squarepoint's portfolio in Q1 2026, its #139 holding.
Squarepoint first reported a position in Southern Company in Q2 2016 and has held it in 35 quarters since.
Squarepoint's Southern Company position peaked at $218M in Q4 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.