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	-148,000	Closed	-$7.27M	–	2337
2014 Q4	$7.27M	Sell	148,000 -32,000	-18%	-$1.51M	0.06%	377
2014 Q3	$7.86M	Buy	180,000 +166,000	+1,186%	+$7.29M	0.06%	361
2014 Q2	$635K	Sell	14,000 -106,000	-88%	-$4.69M	0.01%	1493
2014 Q1	$5.27M	Buy	120,000 +33,000	+38%	+$1.38M	0.05%	411
2013 Q4	$3.58M	Buy	87,000 +46,000	+112%	+$1.9M	0.03%	483
2013 Q3	$1.69M	Buy	41,000 +18,000	+78%	+$775K	0.02%	710
2013 Q2	$1.01M	Buy	+23,000	New	+$1.06M	0.01%	859

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.