TSS
SO icon

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
-11,200
Closed -$1.01M – 3038
2024
Q3 		$1.01M Sell
11,200
-4,500
-29% -$384K 0.02% 883
2024
Q2 		$1.22M Sell
15,700
-9,300
-37% -$705K 0.01% 978
2024
Q1 		$1.79M Buy
25,000
+800
+3% +$55.2K 0.02% 809
2023
Q4 		$1.7M Buy
24,200
+8,100
+50% +$556K 0.02% 762
2023
Q3 		$1.04M Buy
16,100
+2,500
+18% +$174K 0.01% 1013
2023
Q2 		$955K Buy
13,600
+9,600
+240% +$688K 0.01% 998
2023
Q1 		$278K Sell
4,000
-2,600
-39% -$175K 0.01% 1779
2022
Q4 		$471K Buy
+6,600
New +$441K 0.01% 1136
2022
Q3 		– Sell
-9,000
Closed -$642K – 3052
2022
Q2 		$642K Sell
9,000
-5,300
-37% -$389K 0.02% 742
2022
Q1 		$1.04M Buy
+14,300
New +$968K 0.04% 603
2021
Q4 		– Sell
-4,400
Closed -$273K – 2002
2021
Q3 		$273K Buy
+4,400
New +$283K 0.01% 1051
2021
Q1 		– Sell
-8,300
Closed -$510K – 1640
2020
Q4 		$510K Buy
+8,300
New +$499K 0.01% 676
2020
Q1 		– Sell
-22,700
Closed -$1.45M – 2217
2019
Q4 		$1.45M Sell
22,700
-3,300
-13% -$204K 0.01% 859
2019
Q3 		$1.61M Buy
26,000
+2,000
+8% +$116K 0.01% 674
2019
Q2 		$1.33M Sell
24,000
-26,900
-53% -$1.44M 0.01% 620
2019
Q1 		$2.63M Buy
50,900
+43,000
+544% +$2.11M 0.02% 266
2018
Q4 		$347K Sell
7,900
-9,800
-55% -$446K ﹤0.01% 1246
2018
Q3 		$772K Buy
17,700
+3,400
+24% +$157K 0.01% 1155
2018
Q2 		$662K Sell
14,300
-72,400
-84% -$3.24M ﹤0.01% 1605
2018
Q1 		$3.87M Buy
+86,700
New +$3.85M 0.02% 573

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. 2,346 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.
  • 2,346 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.