TCM
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Twin Capital Management’s Southern Company SO Stock Holding History

Twin Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Sell
12,201
-213
-2% -$19.7K 0.15% 143
2025
Q4 		$1.08M Sell
12,414
-202
-2% -$18.4K 0.13% 145
2025
Q3 		$1.2M Sell
12,616
-4,331
-26% -$404K 0.15% 137
2025
Q2 		$1.56M Sell
16,947
-263
-2% -$23.6K 0.17% 142
2025
Q1 		$1.58M Sell
17,210
-320
-2% -$27.7K 0.18% 132
2024
Q4 		$1.44M Sell
17,530
-385
-2% -$33.8K 0.16% 138
2024
Q3 		$1.62M Sell
17,915
-361
-2% -$30.8K 0.18% 142
2024
Q2 		$1.42M Sell
18,276
-107
-0.6% -$8.11K 0.17% 147
2024
Q1 		$1.32M Buy
18,383
+6,365
+53% +$439K 0.16% 158
2023
Q4 		$843K Buy
12,018
+152
+1% +$10.4K 0.11% 184
2023
Q3 		$768K Sell
11,866
-976
-8% -$67.7K 0.11% 184
2023
Q2 		$902K Sell
12,842
-113
-0.9% -$8.1K 0.12% 177
2023
Q1 		$901K Sell
12,955
-963
-7% -$64.8K 0.12% 181
2022
Q4 		$994K Buy
13,918
+283
+2% +$18.9K 0.13% 180
2022
Q3 		$927K Sell
13,635
-142
-1% -$10.8K 0.13% 187
2022
Q2 		$982K Hold
13,777
– – 0.13% 184
2022
Q1 		$999K Sell
13,777
-2,310
-14% -$156K 0.11% 200
2021
Q4 		$1.1M Buy
16,087
+510
+3% +$32.5K 0.11% 189
2021
Q3 		$965K Sell
15,577
-1,490
-9% -$95.9K 0.1% 200
2021
Q2 		$1.03M Sell
17,067
-1,260
-7% -$80.6K 0.1% 204
2021
Q1 		$1.14M Sell
18,327
-5,090
-22% -$305K 0.11% 199
2020
Q4 		$1.44M Sell
23,417
-740
-3% -$44.5K 0.13% 171
2020
Q3 		$1.31M Sell
24,157
-955
-4% -$51K 0.12% 179
2020
Q2 		$1.3M Sell
25,112
-238
-0.9% -$13.2K 0.13% 180
2020
Q1 		$1.37M Sell
25,350
-90
-0.4% -$5.7K 0.15% 167
2019
Q4 		$1.62M Buy
25,440
+5,400
+27% +$335K 0.14% 189
2019
Q3 		$1.24M Buy
20,040
+3,340
+20% +$194K 0.09% 200
2019
Q2 		$923K Sell
16,700
-150
-0.9% -$8.03K 0.06% 212
2019
Q1 		$871K Buy
16,850
+960
+6% +$47.1K 0.04% 256
2018
Q4 		$698K Sell
15,890
-200
-1% -$9.09K 0.04% 250
2018
Q3 		$702K Hold
16,090
– – 0.03% 291
2018
Q2 		$745K Sell
16,090
-650
-4% -$29.1K 0.04% 285
2018
Q1 		$748K Hold
16,740
– – 0.04% 298
2017
Q4 		$805K Hold
16,740
– – 0.04% 296
2017
Q3 		$823K Sell
16,740
-250
-1% -$12.1K 0.04% 295
2017
Q2 		$813K Sell
16,990
-30
-0.2% -$1.5K 0.05% 286
2017
Q1 		$847K Sell
17,020
-9,080
-35% -$449K 0.05% 299
2016
Q4 		$1.28M Buy
26,100
+2,570
+11% +$126K 0.08% 254
2016
Q3 		$1.21M Sell
23,530
-50
-0.2% -$2.63K 0.08% 255
2016
Q2 		$1.26M Sell
23,580
-960
-4% -$48.3K 0.1% 285
2016
Q1 		$1.27M Buy
24,540
+100
+0.4% +$4.87K 0.1% 208
2015
Q4 		$1.14M Sell
24,440
-1,950
-7% -$88.4K 0.09% 207
2015
Q3 		$1.18M Buy
26,390
+13,480
+104% +$591K 0.11% 189
2015
Q2 		$541K Hold
12,910
– – 0.05% 213
2015
Q1 		$572K Sell
12,910
-50
-0.4% -$2.38K 0.05% 215
2014
Q4 		$636K Buy
12,960
+1,310
+11% +$61.9K 0.06% 217
2014
Q3 		$509K Buy
11,650
+660
+6% +$29K 0.05% 250
2014
Q2 		$499K Buy
+10,990
New +$486K 0.05% 258
2014
Q1 		– Sell
-4,870
Closed -$200K – 306
2013
Q4 		$200K Sell
4,870
-5,300
-52% -$219K 0.02% 293
2013
Q3 		$419K Sell
10,170
-530
-5% -$22.8K 0.04% 285
2013
Q2 		$472K Buy
+10,700
New +$492K 0.05% 282

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Twin Capital Management's SO Position: Q1 2026 in Review

Twin Capital Management reduced its Southern Company (SO) stake by 1.7% in Q1 2026, selling an estimated $19.7K and leaving 12,201 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #143.

Twin Capital Management first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.62M in Q4 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Twin Capital Management held 12,201 shares of Southern Company worth $1.18M as of Q1 2026.
  • Twin Capital Management sold 213 Southern Company shares in Q1 2026, an estimated $19.7K.
  • Southern Company made up 0.15% of Twin Capital Management's portfolio in Q1 2026, its #143 holding.
  • Twin Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • Twin Capital Management's Southern Company position peaked at $1.62M in Q4 2019.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.