Twin Tree Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-34,100
| Closed | -$3.23M | – | 1703 |
|
|
2025
Q3 | $3.23M | Sell |
34,100
-1,003,400
| -97% | -$93.7M | 0.01% | 906 |
|
|
2025
Q2 | $95.3M | Sell |
1,037,500
-81,800
| -7% | -$7.35M | 0.18% | 98 |
|
|
2025
Q1 | $103M | Buy |
1,119,300
+1,103,800
| +7,121% | +$95.6M | 0.19% | 64 |
|
|
2024
Q4 | $1.28M | Sell |
15,500
-296,600
| -95% | -$26M | ﹤0.01% | 1233 |
|
|
2024
Q3 | $28.1M | Sell |
312,100
-417,100
| -57% | -$35.6M | 0.06% | 311 |
|
|
2024
Q2 | $56.6M | Sell |
729,200
-1,137,200
| -61% | -$86.2M | 0.13% | 148 |
|
|
2024
Q1 | $134M | Sell |
1,866,400
-367,100
| -16% | -$25.3M | 0.3% | 63 |
|
|
2023
Q4 | $157M | Buy |
2,233,500
+2,049,800
| +1,116% | +$141M | 0.3% | 62 |
|
|
2023
Q3 | $11.9M | Buy |
183,700
+164,700
| +867% | +$11.4M | 0.03% | 483 |
|
|
2023
Q2 | $1.33M | Buy |
19,000
+100
| +0.5% | +$7.17K | ﹤0.01% | 968 |
|
|
2023
Q1 | $1.32M | Buy |
+18,900
| New | +$1.27M | ﹤0.01% | 971 |
|
|
2022
Q3 | – | Sell |
-29,500
| Closed | -$2.1M | – | 1666 |
|
|
2022
Q2 | $2.1M | Sell |
29,500
-212,300
| -88% | -$15.6M | ﹤0.01% | 1074 |
|
|
2022
Q1 | $17.5M | Buy |
+241,800
| New | +$16.4M | 0.03% | 520 |
|
|
2021
Q3 | – | Sell |
-633,900
| Closed | -$38.4M | – | 1750 |
|
|
2021
Q2 | $38.4M | Sell |
633,900
-183,900
| -22% | -$11.8M | 0.1% | 200 |
|
|
2021
Q1 | $50.8M | Sell |
817,800
-598,900
| -42% | -$35.9M | 0.19% | 122 |
|
|
2020
Q4 | $87M | Sell |
1,416,700
-694,100
| -33% | -$41.7M | 0.35% | 58 |
|
|
2020
Q3 | $114M | Buy |
2,110,800
+551,300
| +35% | +$29.5M | 0.47% | 32 |
|
|
2020
Q2 | $80.9M | Buy |
+1,559,500
| New | +$86.7M | 0.33% | 49 |
|
|
2019
Q4 | – | Sell |
-19,600
| Closed | -$1.21M | – | 1453 |
|
|
2019
Q3 | $1.21M | Sell |
19,600
-411,000
| -95% | -$23.8M | ﹤0.01% | 793 |
|
|
2019
Q2 | $23.8M | Sell |
430,600
-409,600
| -49% | -$21.9M | 0.12% | 155 |
|
|
2019
Q1 | $43.4M | Buy |
840,200
+173,100
| +26% | +$8.48M | 0.23% | 86 |
|
|
2018
Q4 | $29.3M | Buy |
667,100
+566,200
| +561% | +$25.7M | 0.18% | 96 |
|
|
2018
Q3 | $4.4M | Buy |
100,900
+72,400
| +254% | +$3.34M | 0.03% | 419 |
|
|
2018
Q2 | $1.32M | Buy |
28,500
+26,900
| +1,681% | +$1.2M | 0.01% | 733 |
|
|
2018
Q1 | $71K | Sell |
1,600
-178,000
| -99% | -$7.9M | ﹤0.01% | 989 |
|
|
2017
Q4 | $8.64M | Buy |
+179,600
| New | +$9.15M | 0.06% | 268 |
|
|
2017
Q3 | – | Sell |
-64,700
| Closed | -$3.1M | – | 1150 |
|
|
2017
Q2 | $3.1M | Buy |
64,700
+63,600
| +5,782% | +$3.19M | 0.02% | 474 |
|
|
2017
Q1 | $55K | Buy |
+1,100
| New | +$54.4K | ﹤0.01% | 899 |
|
|
2016
Q3 | – | Sell |
-93,000
| Closed | -$4.99M | – | 1322 |
|
|
2016
Q2 | $4.99M | Buy |
93,000
+82,800
| +812% | +$4.16M | 0.08% | 257 |
|
|
2016
Q1 | $528K | Sell |
10,200
-48,800
| -83% | -$2.38M | 0.01% | 798 |
|
|
2015
Q4 | $2.76M | Buy |
59,000
+39,800
| +207% | +$1.8M | 0.05% | 329 |
|
|
2015
Q3 | $858K | Buy |
19,200
+17,000
| +773% | +$746K | 0.02% | 593 |
|
|
2015
Q2 | $92K | Sell |
2,200
-24,000
| -92% | -$1.05M | ﹤0.01% | 1167 |
|
|
2015
Q1 | $1.16M | Sell |
26,200
-36,500
| -58% | -$1.73M | 0.03% | 551 |
|
|
2014
Q4 | $3.08M | Buy |
62,700
+20,600
| +49% | +$973K | 0.09% | 263 |
|
|
2014
Q3 | $1.84M | Sell |
42,100
-22,400
| -35% | -$984K | 0.05% | 411 |
|
|
2014
Q2 | $2.93M | Buy |
64,500
+11,100
| +21% | +$491K | 0.07% | 313 |
|
|
2014
Q1 | $2.35M | Sell |
53,400
-34,900
| -40% | -$1.46M | 0.05% | 411 |
|
|
2013
Q4 | $3.63M | Buy |
88,300
+44,000
| +99% | +$1.82M | 0.09% | 248 |
|
|
2013
Q3 | $1.82M | Buy |
+44,300
| New | +$1.91M | 0.06% | 340 |
|
Other funds holding SO
VCM
VPM
Twin Tree Management's SO Position: Q1 2026 in Review
Twin Tree Management opened a new position in Southern Company (SO) in Q1 2026: 14,377 shares worth $1.39M. The stake represents 0.03% of the portfolio and ranks #597 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in SO as recently as Q4 2018.
Twin Tree Management first reported a position in SO in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.84M in Q4 2018. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Twin Tree Management held 14,377 shares of Southern Company worth $1.39M as of Q1 2026.
- Southern Company was a new Twin Tree Management position in Q1 2026.
- Southern Company made up 0.03% of Twin Tree Management's portfolio in Q1 2026, its #597 holding.
- Twin Tree Management first reported a position in Southern Company in Q2 2013 and has held it in 8 quarters since.
- Twin Tree Management's Southern Company position peaked at $2.84M in Q4 2018.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.