Paul Tudor Jones's SO Position Overview
Paul Tudor Jones (via Tudor Investment Corp Et Al) currently holds 136,602 shares of The Southern Company (SO) worth $11.91 M, representing 0.02% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Paul Tudor Jones has maintained a strategic position in SO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 326,409 shares. Largest reduction occurred in Q1 2024, reducing 267,854 shares.
Analysis based on 13F filings available since 2013 Q2
Paul Tudor Jones's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Paul Tudor Jones
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +136,602 | New Buy | 136,602 | $87.20 |
| Q1 2025 | -113,145 | Sold Out | 0 | $0.00 |
| Q4 2024 | +113,145 | New Buy | 113,145 | $82.32 |
| Q3 2024 | -43,016 | Sold Out | 0 | $0.00 |
| Q2 2024 | -15,539 | Reduce 26.54% | 43,016 | $77.57 |
| Q1 2024 | -267,854 | Reduce 82.06% | 58,555 | $71.74 |
| Q4 2023 | +326,409 | New Buy | 326,409 | $70.12 |
| Q2 2023 | -20,063 | Sold Out | 0 | $0.00 |
| Q1 2023 | +20,063 | New Buy | 20,063 | $0.07 |
| Q4 2022 | -71,907 | Sold Out | 0 | $0.00 |
| Q3 2022 | -37,962 | Reduce 34.55% | 71,907 | $68.00 |
| Q2 2022 | +19,684 | Add 21.83% | 109,869 | $71.31 |
| Q1 2022 | +69,647 | Add 339.11% | 90,185 | $72.51 |
| Q4 2021 | +6,182 | Add 43.06% | 20,538 | $68.56 |
| Q3 2021 | -202,891 | Reduce 93.39% | 14,356 | $61.99 |
| Q2 2021 | +175,205 | Add 416.74% | 217,247 | $60.51 |
| Q1 2021 | +42,042 | New Buy | 42,042 | $62.15 |
| Q3 2020 | -29,336 | Sold Out | 0 | $0.00 |
| Q2 2020 | +29,336 | New Buy | 29,336 | $51.85 |
| Q4 2018 | -48,781 | Sold Out | 0 | $0.00 |
| Q3 2018 | +48,781 | New Buy | 48,781 | $43.60 |
| Q3 2017 | -9,740 | Sold Out | 0 | $0.00 |
| Q2 2017 | +4,640 | Add 90.98% | 9,740 | $47.84 |
| Q1 2017 | +5,100 | New Buy | 5,100 | $49.80 |
| Q4 2016 | -11,400 | Sold Out | 0 | $0.00 |
| Q3 2016 | +1,900 | Add 20.00% | 11,400 | $51.32 |
| Q2 2016 | +9,500 | New Buy | 9,500 | $53.58 |
| Q3 2015 | -5,100 | Sold Out | 0 | $0.00 |
| Q2 2015 | -8,800 | Reduce 63.31% | 5,100 | $41.96 |
| Q1 2015 | +6,700 | Add 93.06% | 13,900 | $44.24 |
| Q4 2014 | +7,200 | New Buy | 7,200 | $49.17 |
| Q3 2014 | -7,100 | Sold Out | 0 | $0.00 |
| Q2 2014 | +7,100 | New Buy | 7,100 | $45.35 |
Paul Tudor Jones's The Southern Company Investment FAQs
Paul Tudor Jones first purchased The Southern Company (SO) in Q2 2014, acquiring 7,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Paul Tudor Jones has held The Southern Company (SO) for 33 quarters since Q2 2014.
Paul Tudor Jones's largest addition to The Southern Company (SO) was in Q4 2023, adding 326,409 shares worth $22.89 M.
According to the latest 13F filing for Q4 2025, Paul Tudor Jones's firm, Tudor Investment Corp Et Al, owns 136,602 shares of The Southern Company (SO), valued at approximately $11.91 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.02% of Paul Tudor Jones's publicly disclosed stock portfolio, making it one of their key holdings.
Paul Tudor Jones's peak holding in The Southern Company (SO) was 326,409 shares, as reported at the end of Q4 2023.