SO — SOUTHERN CO

Ownership history in TWINBEECH CAPITAL LP  ·  5 quarters on record

This page tracks every 13F SEC filing in which TWINBEECH CAPITAL LP reported a position in SOUTHERN CO (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2020 Q2)
Avg. % of fund
0.14%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,308 +9,137 +288.1% 0.05% $1.2M $93.26
2024 Q4 REDUCED 3,171 -14,783 -82.3% 0.00% $261K $79.03
2024 Q3 REDUCED 17,954 -40,013 -69.0% 0.03% $1.6M $85.87
2023 Q2 ADDED 57,967 +11,197 +23.9% 0.08% $4.1M $63.74
2020 Q2 INITIATED 46,770 — — 0.53% $2.4M $41.66
% of Fund (quarterly)    SO price (monthly, adj. close)

Other funds also holding SO

As of 2025 Q4 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.31% Soroban Capital Partners LP 3Y 7Y 4.03% Portman Square Capital LLP 3Y 3.69% Chronos Wealth Management, LLC 3Y 3.57% Windle Wealth, LLC 3Y 3.55% Aull & Monroe Investment Management Corp 3Y 7Y 3.36% Carson Advisory Inc. 3Y 3.24% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 2.98% Aventail Capital Group, LP 3Y 2.93% Griffith & Werner, Inc. 2.88%
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