TwinBeech Capital’s Southern Company SO Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-12,308	Closed	-$1.17M	–	832
2025 Q3	$1.17M	Buy	+12,308	New	+$1.15M	0.05%	292
2025 Q1	–	Sell	-3,171	Closed	-$261K	–	955
2024 Q4	$261K	Sell	3,171 -14,783	-82%	-$1.3M	﹤0.01%	528
2024 Q3	$1.62M	Buy	+17,954	New	+$1.53M	0.03%	433
2023 Q3	–	Sell	-57,967	Closed	-$4.07M	–	882
2023 Q2	$4.07M	Buy	+57,967	New	+$4.16M	0.08%	274
2020 Q3	–	Sell	-46,770	Closed	-$2.42M	–	569
2020 Q2	$2.42M	Buy	+46,770	New	+$2.6M	0.53%	57

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TwinBeech Capital's SO Position: Q4 2025 in Review

TwinBeech Capital sold out of Southern Company (SO) in Q4 2025, closing a stake of 12,308 shares — an estimated $1.17M sold.

TwinBeech Capital first reported a position in SO in Q2 2020 and held it in 5 quarters. The position peaked at $4.07M in Q2 2023. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

TwinBeech Capital reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 12,308 Southern Company shares in Q4 2025, an estimated $1.17M.
TwinBeech Capital first reported a position in Southern Company in Q2 2020 and held it in 5 quarters.
TwinBeech Capital's Southern Company position peaked at $4.07M in Q2 2023.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.