TWO SIGMA INVESTMENTS, LP

Position in SO — Southern Co

CIK 1179392 NEW YORK, NY

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$62,260,830

+$47,205,834 QoQ

Shares Held

971,011

+522.5% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#106

of 2,360 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Jun 30, 2026

CallValue

$1,244,230

CallShares

13,000

PutValue

$1,119,807

PutShares

11,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,863,650,244 across 33 Utilities - Regulated Electric names. SO ranks #10 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	19,512,052	$328,192,714
2	PNW	Pinnacle West Capital Corp	2,517,347	$269,356,129
3	EIX	Edison International	2,996,132	$223,062,027
4	IDA	Idacorp Inc	1,439,828	$217,845,976
5	POR	Portland General Electric Co /Or/	3,275,901	$169,789,948
6	FTS	Fortis Inc.	1,947,249	$111,441,060
7	ED	Consolidated Edison Inc	935,900	$103,538,617
8	PPL	PPL Corp	2,373,889	$89,339,314

All Filings in SO

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SOMN	$33,190,258	667,275	—	Shares	Sole	2026-08-14
2026-06-30	$1,244,230	13,000	+116.7%	Call	Sole	2026-08-14
2026-06-30	$1,119,807	11,700	+62.5%	Put	Sole	2026-08-14
2026-06-30	$29,070,572	303,736	+94.7%	Shares	Sole	2026-08-14
2026-03-31	$579,120	6,000	0.0%	Call	Sole	2026-05-15
2026-03-31	$15,054,996	155,978	-84.7%	Shares	Sole	2026-05-15
2026-03-31	$694,944	7,200	-95.7%	Put	Sole	2026-05-15
2025-09-30	$96,424,210	1,017,455	+21097.0%	Shares	Sole	2025-11-14
2025-03-31	$441,360	4,800	-69.2%	Shares	Sole	2025-05-15
2024-12-31	$1,284,192	15,600	-97.1%	Shares	Sole	2025-02-14
2022-09-30	$36,554,624	537,568	-42.5%	Shares	Sole	2022-11-14
2022-06-30 SOLN	—	459,948	-73.5%	Shares	Sole	2022-08-15
2022-06-30	$11,858,853	166,300	0.0%	Put	Sole	2022-08-15
2022-06-30	$66,616,732	934,185	+207.7%	Shares	Sole	2022-08-15
2022-03-31 SOLN	—	1,736,769	+3141.8%	Shares	Sole	2022-05-16
2022-03-31	$12,058,413	166,300	+907.9%	Put	Sole	2022-05-16
2022-03-31	$22,015,123	303,615	+470.4%	Shares	Sole	2022-05-16
2021-12-31 SOLN	—	53,574	+7.1%	Shares	Sole	2022-02-14
2021-12-31	$1,131,570	16,500	+312.5%	Put	Sole	2022-02-14
2021-12-31	$411,480	6,000	-28.6%	Call	Sole	2022-02-14
2021-12-31	$3,650,513	53,230	-87.9%	Shares	Sole	2022-02-14
2021-09-30 SOLN	—	50,000	-76.7%	Shares	Sole	2021-11-15
2021-09-30	$247,880	4,000	-96.1%	Put	Sole	2021-11-15
2021-09-30	$27,334,161	441,087	-70.4%	Shares	Sole	2021-11-15
2021-09-30	$520,548	8,400	-89.4%	Call	Sole	2021-11-15
2021-06-30 SOLN	—	215,000	—	Shares	Sole	2021-08-16
2021-06-30	$90,031,618	1,487,880	-24.8%	Shares	Sole	2021-08-16
2021-03-31	$123,023,155	1,979,137	+231.7%	Shares	Sole	2021-05-17
2021-03-31	$6,334,104	101,900	+53.5%	Put	Sole	2021-05-17
2021-03-31	$4,935,504	79,400	+26.2%	Call	Sole	2021-05-17
2020-12-31	$4,078,952	66,400	-43.4%	Put	Sole	2021-02-16
2020-12-31	$36,657,308	596,733	-30.3%	Shares	Sole	2021-02-16
2020-12-31	$3,863,947	62,900	-45.2%	Call	Sole	2021-02-16
2020-09-30	$6,224,456	114,800	+2107.7%	Call	Sole	2020-11-16
2020-09-30	$46,436,447	856,445	+7.1%	Shares	Sole	2020-11-16
2020-09-30	$6,360,006	117,300	+1384.8%	Put	Sole	2020-11-16
2020-06-30	$41,456,460	799,546	+20512.2%	Shares	Sole	2020-08-14
2020-06-30	$269,620	5,200	-16.1%	Call	Sole	2020-08-14
2020-06-30	$409,615	7,900	-2.5%	Put	Sole	2020-08-14
2020-03-31	$210,009	3,879	—	Shares	Sole	2020-05-15
2020-03-31	$438,534	8,100	—	Put	Sole	2020-05-15
2020-03-31	$335,668	6,200	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.