Two Sigma Investments’s Southern Company SO Stock Holding History

Two Sigma Investments’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
2026 Q1	$579K	Buy	+6,000	New	+$555K	﹤0.01%	3641
2022 Q1	–	Sell	-6,000	Closed	-$411K	–	4169
2021 Q4	$411K	Sell	6,000 -2,400	-29%	-$153K	﹤0.01%	3425
2021 Q3	$521K	Buy	+8,400	New	+$541K	﹤0.01%	3223
2021 Q2	–	Sell	-79,400	Closed	-$4.94M	–	4518
2021 Q1	$4.94M	Buy	79,400 +16,500	+26%	+$988K	0.01%	1054
2020 Q4	$3.86M	Sell	62,900 -51,900	-45%	-$3.12M	0.01%	1080
2020 Q3	$6.22M	Buy	114,800 +109,600	+2,108%	+$5.86M	0.02%	710
2020 Q2	$270K	Sell	5,200 -1,000	-16%	-$55.6K	﹤0.01%	2454
2020 Q1	$336K	Sell	6,200 -35,800	-85%	-$2.27M	﹤0.01%	2210
2019 Q4	$2.67M	Sell	42,000 -33,900	-45%	-$2.1M	0.01%	1360
2019 Q3	$4.69M	Buy	75,900 +13,000	+21%	+$754K	0.02%	898
2019 Q2	$3.48M	Sell	62,900 -14,000	-18%	-$750K	0.01%	1093
2019 Q1	$3.97M	Buy	76,900 +1,300	+2%	+$63.7K	0.01%	1075
2018 Q4	$3.32M	Buy	75,600 +32,000	+73%	+$1.45M	0.01%	995
2018 Q3	$1.9M	Sell	43,600 -242,600	-85%	-$11.2M	0.01%	1519
2018 Q2	$13.3M	Sell	286,200 -54,100	-16%	-$2.42M	0.04%	555
2018 Q1	$15.2M	Buy	340,300 +302,900	+810%	+$13.4M	0.05%	431
2017 Q4	$1.8M	Buy	+37,400	New	+$1.91M	0.01%	1540
2017 Q3	–	Sell	-119,200	Closed	-$5.71M	–	3155
2017 Q2	$5.71M	Sell	119,200 -56,000	-32%	-$2.81M	0.02%	789
2017 Q1	$8.72M	Sell	175,200 -118,000	-40%	-$5.83M	0.03%	671
2016 Q4	$14.4M	Buy	293,200 +27,000	+10%	+$1.33M	0.06%	413
2016 Q3	$13.7M	Buy	266,200 +183,300	+221%	+$9.65M	0.05%	429
2016 Q2	$4.45M	Buy	82,900 +30,600	+59%	+$1.54M	0.02%	821
2016 Q1	$2.71M	Buy	52,300 +33,300	+175%	+$1.62M	0.01%	989
2015 Q4	$889K	Buy	19,000 +13,000	+217%	+$589K	﹤0.01%	1583
2015 Q3	$268K	Sell	6,000 -82,000	-93%	-$3.6M	﹤0.01%	1843
2015 Q2	$3.69M	Sell	88,000 -23,000	-21%	-$1M	0.02%	867
2015 Q1	$4.92M	Buy	+111,000	New	+$5.27M	0.02%	716

Other funds holding SO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Investments's SO Position: Q1 2026 in Review

Two Sigma Investments opened a new position in Southern Company (SO) in Q1 2026: 155,978 shares worth $15.1M. The stake represents 0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: Two Sigma Investments previously reported a position in SO as recently as Q3 2025.

Two Sigma Investments first reported a position in SO in Q2 2014 and has held it in 26 quarters since. The position peaked at $123M in Q1 2021. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Two Sigma Investments held 155,978 shares of Southern Company worth $15.1M as of Q1 2026.
Southern Company was a new Two Sigma Investments position in Q1 2026.
Southern Company made up 0.01% of Two Sigma Investments's portfolio in Q1 2026, its #1138 holding.
Two Sigma Investments first reported a position in Southern Company in Q2 2014 and has held it in 26 quarters since.
Two Sigma Investments's Southern Company position peaked at $123M in Q1 2021.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.