Steven Cohen’s Southern Company SO Stock Holding History

Steven Cohen’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
2025 Q4	–	Sell	-5,600	Closed	-$511K	–	4154
2025 Q3	$531K	Sell	5,600 -1,191,902	-100%	-$111M	﹤0.01%	1900
2025 Q2	$110M	Buy	+1,197,502	New	+$108M	0.22%	104
2024 Q2	–	Sell	-634,329	Closed	-$48.1M	–	2402
2024 Q1	$45.5M	Buy	+634,329	New	+$43.8M	0.11%	223
2023 Q3	–	Sell	-2,260,610	Closed	-$157M	–	2844
2023 Q2	$159M	Buy	+2,260,610	New	+$162M	0.47%	35
2019 Q4	–	Sell	-872,831	Closed	-$53.9M	–	1229
2019 Q3	$53.9M	Buy	+872,831	New	+$50.6M	0.33%	73
2019 Q2	–	Sell	-1,833,215	Closed	-$94.7M	–	1512
2019 Q1	$94.7M	Buy	+1,833,215	New	+$89.9M	0.43%	48
2017 Q4	–	Sell	-45,000	Closed	-$2.21M	–	1065
2017 Q3	$2.21M	Buy	+45,000	New	+$2.18M	0.01%	667

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Steven Cohen's SO Position: Q4 2025 in Review

Steven Cohen sold out of Southern Company (SO) in Q4 2025, closing a stake of 5,600 shares — an estimated $511K sold.

Steven Cohen first reported a position in SO in Q3 2017 and held it in 7 quarters. The position peaked at $159M in Q2 2023. 2,268 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Steven Cohen reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Steven Cohen sold 5,600 Southern Company shares in Q4 2025, an estimated $511K.
Steven Cohen first reported a position in Southern Company in Q3 2017 and held it in 7 quarters.
Steven Cohen's Southern Company position peaked at $159M in Q2 2023.
2,268 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Point72 Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.