Exited position

George Soros’s Southern Co (SO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Soros Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2007Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares120.46KHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Soros Fund Management first reported Southern Co in Q2 2007. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Soros Fund Management sold the entire position in Q4 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2023
Sold the entire position−90.00K shares · No shares reported at quarter-end
Q3 2023
New position+90.00K shares · 90.00K shares reported
Filing context

Quarter-end price $64.72 · Estimated holding basis $64.72

Q2 2023
Sold the entire position−120.00K shares · No shares reported at quarter-end
Q1 2023
Bought 200.0% more+80.00K shares · 120.00K shares reported after the change
Filing context

Quarter-end price $69.58 · Estimated holding basis $70.19

Q4 2022
New position+40.00K shares · 40.00K shares reported
Filing context

Quarter-end price $71.41 · Estimated holding basis $71.41

Q3 2018
Sold the entire position−120.46K shares · No shares reported at quarter-end
Portfolio importance

How important was Southern Co in Soros Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.1%Q3 2023
Last reported rank#105of 156 reported positions
Peak portfolio weight0.2%Q1 2023
Best historical rank#85Q1 2023
At peak importanceQ1 2023
SO
0.2%
Largest holding
6.8%
Cross-investor discovery

Who else owns Southern Co?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
SO0.0% of reported portfolio
Ray DalioBridgewater Associates, LP
SO0.0% of reported portfolio
Explore Southern Co across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$85.952026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Soros Fund Management LLC’s Form 13F disclosures—not George Soros’s personal brokerage account. George Soros founded the firm; its current CEO and chief investment officer is Dawn Fitzpatrick. Form 13F does not reveal exact trade dates, execution prices or the purpose of an option position.