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Steve Schonfeld’s Southern Company SO Stock Holding History

Steve Schonfeld’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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Steve Schonfeld's SO Position: Q1 2026 in Review

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

Steve Schonfeld first reported a position in SO in Q1 2017 and held it in 24 quarters. The position peaked at $31.7M in Q3 2023. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Steve Schonfeld reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 3,454 Southern Company shares in Q1 2026, an estimated $301K.
  • Steve Schonfeld first reported a position in Southern Company in Q1 2017 and held it in 24 quarters.
  • Steve Schonfeld's Southern Company position peaked at $31.7M in Q3 2023.
  • 2,357 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.