Two Sigma Advisers
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Two Sigma Advisers’s Southern Company SO Stock Holding History

Two Sigma Advisers’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
2015
Q1 		– Sell
-111,000
Closed -$5.45M – 2336
2014
Q4 		$5.45M Buy
111,000
+45,000
+68% +$2.13M 0.04% 466
2014
Q3 		$2.88M Buy
66,000
+50,000
+313% +$2.2M 0.02% 688
2014
Q2 		$726K Sell
16,000
-52,600
-77% -$2.33M 0.01% 1393
2014
Q1 		$3.01M Buy
68,600
+30,600
+81% +$1.28M 0.03% 600
2013
Q4 		$1.56M Buy
38,000
+17,400
+84% +$718K 0.02% 886
2013
Q3 		$848K Sell
20,600
-8,400
-29% -$362K 0.01% 1052
2013
Q2 		$1.28M Buy
+29,000
New +$1.33M 0.02% 729

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Advisers's SO Position: Q4 2025 in Review

Two Sigma Advisers sold out of Southern Company (SO) in Q4 2025, closing a stake of 5,500 shares — an estimated $521K sold.

Two Sigma Advisers first reported a position in SO in Q3 2013 and held it in 23 quarters. The position peaked at $107M in Q1 2021. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Two Sigma Advisers reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Two Sigma Advisers sold 5,500 Southern Company shares in Q4 2025, an estimated $521K.
  • Two Sigma Advisers first reported a position in Southern Company in Q3 2013 and held it in 23 quarters.
  • Two Sigma Advisers's Southern Company position peaked at $107M in Q1 2021.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Two Sigma Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.