Follow The Filings

SO position history

The shares of Southern Co. (SO) that Soroban Capital Partners LP reported in each quarter’s 13F.

Equity · COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2 · 642,679 shares · $50M · 0.73% of portfolio · New
  2. 2024 Q3 · not held · Exit
  3. 2024 Q4 · not held
  4. 2025 Q1 · 2,229,510 shares · $205M · 2.9% of portfolio · New
  5. 2025 Q2 · 4,097,422 shares · $376M · 3.7% of portfolio · Add +83.8%
  6. 2025 Q3 · 4,250,074 shares · $403M · 3.0% of portfolio · Add +3.7%
  7. 2025 Q4 · 6,093,608 shares · $577M · 4.0% of portfolio · Add +43.4%
  8. 2026 Q1 · 2,375,511 shares · $229M · 0.44% of portfolio · Reduce −61.0%
  9. 2026 Q2 · 1,688,287 shares · $162M · 0.34% of portfolio · Reduce −28.9%
Holdings date Value % of holdings Shares Filing date All 13F holders