ADAGE CAPITAL PARTNERS GP, L.L.C. SO — SOUTHERN CO COM

Ownership history in ADAGE CAPITAL PARTNERS GP, L.L.C.  ·  57 quarters on record

AI Ownership Summary

ADAGE CAPITAL PARTNERS GP, L.L.C. reported SOUTHERN CO COM (SO) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows SO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAGE CAPITAL PARTNERS GP, L.L.C.'s position in SOUTHERN CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SO stock page ADAGE CAPITAL PARTNERS GP, L.L.C. fund profile ADAGE CAPITAL PARTNERS GP, L.L.C. full holdings
How ADAGE CAPITAL PARTNERS GP, L.L.C. held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 70.2% -6.9% ✅ 300,300 -706,300 -70.2% 0.05% $28.5M 2025-11-14 $89.25
2025 Q2 REDUCED 25.4% +3.1% ❌ 1,006,600 -342,600 -25.4% 0.16% $92.4M 2025-08-14 $91.96
2025 Q1 ADDED — — — 1,349,200 +750,500 +125.4% 0.23% $124.1M 2025-05-15 $84.60
2024 Q4 ADDED — — — 598,700 +243,000 +68.3% 0.09% $49.3M 2025-02-14 $82.16
2024 Q3 REDUCED 45.2% -7.9% ✅ 355,700 -293,100 -45.2% 0.06% $32.1M 2024-11-14 $82.63
2024 Q2 REDUCED 39.3% +17.2% ❌ 648,800 -420,900 -39.3% 0.09% $50.3M 2024-08-14 $82.34
2024 Q1 REDUCED 25.4% +8.3% ❌ 1,069,700 -364,700 -25.4% 0.14% $76.7M 2024-05-15 $74.20
2023 Q4 REDUCED — — — 1,434,400 -49,900 -3.4% 0.21% $100.6M 2024-02-14 $62.79
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SO

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.46% Longboard Asset Management, LP 4.29% Chronos Wealth Management, LLC 3Y 4.11% Portman Square Capital LLP 3Y 3.67% Aull & Monroe Investment Management Corp 3Y 7Y 3.5% High Point Wealth Management, LLC 3.44% Welch Group, LLC 3Y 7Y 2.84% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 2.73% Fairvoy Private Wealth, LLC 2.65% Kentucky Trust Co 2.47%

FAQ About ADAGE CAPITAL PARTNERS GP, L.L.C. and SO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAGE CAPITAL PARTNERS GP, L.L.C. reported owning SO?

ADAGE CAPITAL PARTNERS GP, L.L.C. reported SO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SO position in ADAGE CAPITAL PARTNERS GP, L.L.C.'s portfolio?

The largest reported portfolio weight for SO was 0.23% in 2025 Q1.

What is the latest reported SO position on this page?

The most recent filing on this page is 2025 Q3, when ADAGE CAPITAL PARTNERS GP, L.L.C. reported 300,300 shares, equal to 0.05% of portfolio, with an estimated market value of $28.5M.

What does the chart on this SO ownership page compare?

The chart compares ADAGE CAPITAL PARTNERS GP, L.L.C.'s quarterly SO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADAGE CAPITAL PARTNERS GP, L.L.C. time their SO position?

Based on 13F filing dates vs. subsequent SO price moves, ADAGE CAPITAL PARTNERS GP, L.L.C. correctly timed 29 out of 54 reported position changes (54%). The annualised alpha on SO relative to SPY over the holding period was +0.3%.

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