Cliff Asness's SO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 236,978 shares of The Southern Company (SO) worth $20.66 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 549,597 shares. Largest reduction occurred in Q2 2017, reducing 900,669 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -156,359 | Reduce 39.75% | 236,978 | $87.20 |
| Q3 2025 | -43,810 | Reduce 10.02% | 393,337 | $94.12 |
| Q2 2025 | -22,982 | Reduce 4.99% | 437,147 | $91.00 |
| Q1 2025 | +192,251 | Add 71.77% | 460,129 | $91.95 |
| Q4 2024 | +97,619 | Add 57.34% | 267,878 | $82.32 |
| Q3 2024 | +27,399 | Add 19.18% | 170,259 | $90.00 |
| Q2 2024 | -17,571 | Reduce 10.95% | 142,860 | $77.57 |
| Q1 2024 | -34,981 | Reduce 17.90% | 160,431 | $71.41 |
| Q4 2023 | +7,003 | Add 3.72% | 195,412 | $69.73 |
| Q3 2023 | +10,991 | Add 6.19% | 188,409 | $64.72 |
| Q2 2023 | -58,678 | Reduce 24.85% | 177,418 | $69.44 |
| Q1 2023 | -78,962 | Reduce 25.06% | 236,096 | $69.22 |
| Q4 2022 | -66,251 | Reduce 17.37% | 315,058 | $71.41 |
| Q3 2022 | +59,769 | Add 18.59% | 381,309 | $68.00 |
| Q2 2022 | -125,451 | Reduce 28.07% | 321,540 | $70.78 |
| Q1 2022 | +6,448 | Add 1.46% | 446,991 | $72.51 |
| Q4 2021 | +101,072 | Add 29.77% | 440,543 | $68.34 |
| Q3 2021 | -23,221 | Reduce 6.40% | 339,471 | $61.97 |
| Q2 2021 | +49,756 | Add 15.90% | 362,692 | $60.32 |
| Q1 2021 | +51,189 | Add 19.56% | 312,936 | $61.78 |
| Q4 2020 | -31,566 | Reduce 10.76% | 261,747 | $60.83 |
| Q3 2020 | -93,448 | Reduce 24.16% | 293,313 | $54.03 |
| Q2 2020 | -727,885 | Reduce 65.30% | 386,761 | $51.53 |
| Q1 2020 | -119,440 | Reduce 9.68% | 1.11 M | $54.14 |
| Q4 2019 | +101,270 | Add 8.94% | 1.23 M | $63.70 |
| Q3 2019 | +35,898 | Add 3.27% | 1.13 M | $61.77 |
| Q2 2019 | +193,252 | Add 21.39% | 1.1 M | $55.28 |
| Q1 2019 | -68,920 | Reduce 7.09% | 903,666 | $51.68 |
| Q4 2018 | +75,275 | Add 8.39% | 972,586 | $43.92 |
| Q3 2018 | +51,841 | Add 6.13% | 897,311 | $43.60 |
| Q2 2018 | +55,222 | Add 6.99% | 845,470 | $46.31 |
| Q1 2018 | -10,556 | Reduce 1.32% | 790,248 | $44.66 |
| Q4 2017 | -221,002 | Reduce 21.63% | 800,804 | $48.09 |
| Q3 2017 | -123,565 | Reduce 10.79% | 1.02 M | $49.14 |
| Q2 2017 | -900,669 | Reduce 44.02% | 1.15 M | $47.88 |
| Q1 2017 | -652,438 | Reduce 24.18% | 2.05 M | $49.78 |
| Q4 2016 | +549,597 | Add 25.58% | 2.7 M | $49.19 |
| Q3 2016 | +535,092 | Add 33.16% | 2.15 M | $51.30 |
| Q2 2016 | +301,561 | Add 22.98% | 1.61 M | $53.63 |
| Q1 2016 | +179,596 | Add 15.86% | 1.31 M | $51.73 |
| Q4 2015 | -145,139 | Reduce 11.36% | 1.13 M | $46.79 |
| Q3 2015 | +263,275 | Add 25.95% | 1.28 M | $44.70 |
| Q2 2015 | -74,188 | Reduce 6.81% | 1.01 M | $41.90 |
| Q1 2015 | +209,600 | Add 23.84% | 1.09 M | $44.28 |
| Q4 2014 | +395,069 | Add 81.62% | 879,084 | $49.11 |
| Q3 2014 | -34,100 | Reduce 6.58% | 484,015 | $43.65 |
| Q2 2014 | +27,100 | Add 5.52% | 518,115 | $45.38 |
| Q1 2014 | +24,900 | Add 5.34% | 491,015 | $43.94 |
| Q4 2013 | -2,900 | Reduce 0.62% | 466,115 | $41.11 |
| Q3 2013 | +69,689 | Add 17.45% | 469,015 | $41.18 |
| Q2 2013 | +399,326 | Add 0.00% | 399,326 | $44.13 |
| Q4 2012 | +418,269 | Add 0.00% | 418,269 | $42.81 |
Cliff Asness's The Southern Company Investment FAQs
Cliff Asness first purchased The Southern Company (SO) in Q4 2012, acquiring 418,269 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held The Southern Company (SO) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to The Southern Company (SO) was in Q4 2016, adding 2,698,478 shares worth $132.74 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 236,978 shares of The Southern Company (SO), valued at approximately $20.66 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in The Southern Company (SO) was 2,698,478 shares, as reported at the end of Q4 2016.