Squarepoint
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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 		$19M Buy
196,400
+49,400
+34% +$4.57M 0.02% 736
2025
Q4 		$12.8M Buy
147,000
+108,800
+285% +$9.93M 0.01% 965
2025
Q3 		$3.62M Sell
38,200
-9,200
-19% -$859K ﹤0.01% 1656
2025
Q2 		$4.35M Sell
47,400
-28,500
-38% -$2.56M ﹤0.01% 1550
2025
Q1 		$6.98M Sell
75,900
-91,000
-55% -$7.88M 0.01% 1229
2024
Q4 		$13.7M Buy
166,900
+140,300
+527% +$12.3M 0.01% 965
2024
Q3 		$2.4M Sell
26,600
-55,800
-68% -$4.77M ﹤0.01% 1943
2024
Q2 		$6.39M Buy
82,400
+63,400
+334% +$4.8M 0.01% 1213
2024
Q1 		$1.36M Buy
19,000
+13,900
+273% +$960K ﹤0.01% 2355
2023
Q4 		$358K Buy
+5,100
New +$350K ﹤0.01% 3245
2023
Q3 		– Sell
-33,700
Closed -$2.37M – 4209
2023
Q2 		$2.37M Buy
33,700
+30,000
+811% +$2.15M 0.01% 1549
2023
Q1 		$257K Buy
+3,700
New +$249K ﹤0.01% 2656
2022
Q4 		– Sell
-10,400
Closed -$707K – 3569
2022
Q3 		$707K Buy
10,400
+4,600
+79% +$348K ﹤0.01% 1996
2022
Q2 		$414K Buy
+5,800
New +$426K ﹤0.01% 2110
2021
Q4 		– Sell
-10,500
Closed -$651K – 3492
2021
Q3 		$651K Buy
10,500
+6,600
+169% +$425K ﹤0.01% 1813
2021
Q2 		$236K Buy
+3,900
New +$249K ﹤0.01% 2698

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

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.