Twin Tree Management
SO icon

Twin Tree Management’s Southern Company SO Stock Holding History

Twin Tree 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
Q2 		– Sell
-14,377
Closed -$1.39M – 1671
2026
Q1 		$1.39M Buy
+14,377
New +$1.33M 0.03% 597
2019
Q1 		– Sell
-64,575
Closed -$3.17M – 1570
2018
Q4 		$2.84M Buy
+64,575
New +$2.94M 0.02% 640
2016
Q1 		– Sell
-17,614
Closed -$858K – 1474
2015
Q4 		$824K Buy
17,614
+10,897
+162% +$494K 0.02% 706
2015
Q3 		$300K Sell
6,717
-22,431
-77% -$984K 0.01% 902
2015
Q2 		$1.22M Sell
29,148
-20,738
-42% -$904K 0.03% 571
2015
Q1 		$2.21M Buy
+49,886
New +$2.37M 0.06% 349
2014
Q3 		– Sell
-15,046
Closed -$661K – 1107
2014
Q2 		$683K Buy
+15,046
New +$665K 0.02% 637
2013
Q3 		– Sell
-276
Closed -$11.9K – 889
2013
Q2 		$12K Buy
+276
New +$12.7K ﹤0.01% 777

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Twin Tree Management's SO Position: Q2 2026 in Review

Twin Tree Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 14,377 shares — an estimated $1.39M sold.

Twin Tree Management first reported a position in SO in Q2 2013 and held it in 8 quarters. The position peaked at $2.84M in Q4 2018. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Twin Tree Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Twin Tree Management sold 14,377 Southern Company shares in Q2 2026, an estimated $1.39M.
  • Twin Tree Management first reported a position in Southern Company in Q2 2013 and held it in 8 quarters.
  • Twin Tree Management's Southern Company position peaked at $2.84M in Q4 2018.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.