TSS
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Two Sigma Securities’s Southern Company SO Stock Holding History

Two Sigma Securities’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
2024
Q4 		– Sell
-21,600
Closed -$1.95M – 3037
2024
Q3 		$1.95M Sell
21,600
-5,600
-21% -$478K 0.03% 553
2024
Q2 		$2.11M Buy
27,200
+10,000
+58% +$758K 0.03% 688
2024
Q1 		$1.23M Sell
17,200
-7,200
-30% -$497K 0.01% 1015
2023
Q4 		$1.71M Sell
24,400
-2,400
-9% -$165K 0.02% 758
2023
Q3 		$1.73M Buy
26,800
+10,300
+62% +$715K 0.02% 744
2023
Q2 		$1.16M Buy
+16,500
New +$1.18M 0.02% 880
2022
Q3 		– Sell
-3,700
Closed -$264K – 3051
2022
Q2 		$264K Sell
3,700
-5,400
-59% -$396K 0.01% 1420
2022
Q1 		$660K Buy
+9,100
New +$616K 0.02% 834
2021
Q4 		– Sell
-26,600
Closed -$1.65M – 2001
2021
Q3 		$1.65M Buy
26,600
+7,600
+40% +$489K 0.05% 341
2021
Q2 		$1.15M Sell
19,000
-80,500
-81% -$5.15M 0.03% 367
2021
Q1 		$6.18M Sell
99,500
-7,000
-7% -$419K 0.34% 31
2020
Q4 		$6.54M Sell
106,500
-2,100
-2% -$126K 0.15% 75
2020
Q3 		$5.89M Sell
108,600
-700
-0.6% -$37.4K 0.12% 85
2020
Q2 		$5.67M Buy
+109,300
New +$6.08M 0.13% 85
2020
Q1 		– Sell
-127,300
Closed -$8.11M – 2215
2019
Q4 		$8.11M Sell
127,300
-108,900
-46% -$6.75M 0.05% 271
2019
Q3 		$14.6M Buy
236,200
+110,700
+88% +$6.42M 0.13% 108
2019
Q2 		$6.94M Buy
125,500
+34,000
+37% +$1.82M 0.07% 173
2019
Q1 		$4.73M Buy
91,500
+45,000
+97% +$2.21M 0.04% 180
2018
Q4 		$2.04M Sell
46,500
-29,400
-39% -$1.34M 0.02% 360
2018
Q3 		$3.31M Sell
75,900
-8,700
-10% -$401K 0.02% 508
2018
Q2 		$3.92M Sell
84,600
-22,900
-21% -$1.02M 0.02% 587
2018
Q1 		$4.8M Buy
+107,500
New +$4.77M 0.03% 490

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

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

Two Sigma Securities sold out of Southern Company (SO) in Q1 2026, closing a stake of 5,565 shares — an estimated $485K sold.

Two Sigma Securities first reported a position in SO in Q2 2016 and held it in 23 quarters. The position peaked at $2.64M in Q2 2018. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Two Sigma Securities reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Securities sold 5,565 Southern Company shares in Q1 2026, an estimated $485K.
  • Two Sigma Securities first reported a position in Southern Company in Q2 2016 and held it in 23 quarters.
  • Two Sigma Securities's Southern Company position peaked at $2.64M in Q2 2018.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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