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
2021
Q3 		– Sell
-125,700
Closed -$7.61M – 1751
2021
Q2 		$7.61M Sell
125,700
-187,900
-60% -$12M 0.02% 581
2021
Q1 		$19.5M Buy
313,600
+159,000
+103% +$9.52M 0.07% 284
2020
Q4 		$9.5M Sell
154,600
-117,000
-43% -$7.03M 0.04% 462
2020
Q3 		$14.7M Buy
271,600
+90,500
+50% +$4.84M 0.06% 349
2020
Q2 		$9.39M Buy
+181,100
New +$10.1M 0.04% 480
2020
Q1 		– Sell
-62,500
Closed -$3.98M – 1600
2019
Q4 		$3.98M Buy
+62,500
New +$3.87M 0.01% 557
2019
Q3 		– Sell
-289,100
Closed -$16M – 1494
2019
Q2 		$16M Sell
289,100
-116,000
-29% -$6.21M 0.08% 224
2019
Q1 		$20.9M Buy
405,100
+199,100
+97% +$9.76M 0.11% 168
2018
Q4 		$9.05M Buy
+206,000
New +$9.36M 0.06% 342
2016
Q3 		– Sell
-245,100
Closed -$13.1M – 1323
2016
Q2 		$13.1M Buy
245,100
+219,800
+869% +$11.1M 0.21% 99
2016
Q1 		$1.31M Sell
25,300
-200,900
-89% -$9.79M 0.02% 526
2015
Q4 		$10.6M Buy
226,200
+171,500
+314% +$7.77M 0.21% 82
2015
Q3 		$2.44M Sell
54,700
-328,200
-86% -$14.4M 0.06% 300
2015
Q2 		$16M Buy
382,900
+19,200
+5% +$837K 0.39% 38
2015
Q1 		$16.1M Buy
363,700
+339,600
+1,409% +$16.1M 0.41% 36
2014
Q4 		$1.18M Sell
24,100
-3,000
-11% -$142K 0.03% 537
2014
Q3 		$1.18M Sell
27,100
-7,500
-22% -$329K 0.03% 527
2014
Q2 		$1.57M Sell
34,600
-189,100
-85% -$8.36M 0.04% 471
2014
Q1 		$9.83M Buy
223,700
+141,000
+170% +$5.91M 0.2% 87
2013
Q4 		$3.4M Sell
82,700
-10,800
-12% -$446K 0.08% 271
2013
Q3 		$3.85M Buy
+93,500
New +$4.03M 0.13% 166

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 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.