Renaissance Technologies (RenTech)'s SO Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 1.51 M shares of The Southern Company (SO) worth $131.97 M, representing 0.20% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in SO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 3.53 M shares. Largest reduction occurred in Q2 2020, reducing 7.16 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.51 M | New Buy | 1.51 M | $87.20 |
| Q2 2025 | -189,700 | Sold Out | 0 | $0.00 |
| Q1 2025 | -1.18 M | Reduce 86.14% | 189,700 | $91.95 |
| Q4 2024 | +1.16 M | Add 562.85% | 1.37 M | $82.32 |
| Q3 2024 | +180,500 | Add 694.23% | 206,500 | $90.18 |
| Q2 2024 | -637,200 | Reduce 96.08% | 26,000 | $77.57 |
| Q1 2024 | +444,800 | Add 203.66% | 663,200 | $71.74 |
| Q4 2023 | +218,400 | New Buy | 218,400 | $70.12 |
| Q3 2023 | -270,300 | Sold Out | 0 | $0.00 |
| Q2 2023 | -957,200 | Reduce 77.98% | 270,300 | $0.07 |
| Q1 2023 | -1.75 M | Reduce 58.79% | 1.23 M | $0.07 |
| Q4 2022 | -83,150 | Reduce 2.72% | 2.98 M | $0.07 |
| Q3 2022 | +1.12 M | Add 57.34% | 3.06 M | $68.00 |
| Q2 2022 | +294,900 | Add 17.86% | 1.95 M | $71.31 |
| Q1 2022 | -1.42 M | Reduce 46.28% | 1.65 M | $72.51 |
| Q4 2021 | +627,911 | Add 25.67% | 3.07 M | $68.58 |
| Q3 2021 | +938,769 | Add 62.28% | 2.45 M | $61.97 |
| Q2 2021 | +1.01 M | Add 201.83% | 1.51 M | $60.51 |
| Q1 2021 | +70,916 | Add 16.55% | 499,400 | $62.16 |
| Q4 2020 | +206,294 | Add 92.85% | 428,484 | $61.43 |
| Q3 2020 | -231,476 | Reduce 51.02% | 222,190 | $54.22 |
| Q2 2020 | -7.16 M | Reduce 94.04% | 453,666 | $51.85 |
| Q1 2020 | +1.58 M | Add 26.24% | 7.61 M | $54.14 |
| Q4 2019 | -2.6 M | Reduce 30.14% | 6.03 M | $63.70 |
| Q3 2019 | -530,001 | Reduce 5.79% | 8.63 M | $61.77 |
| Q2 2019 | +138,800 | Add 1.54% | 9.16 M | $55.28 |
| Q1 2019 | +683,100 | Add 8.19% | 9.02 M | $51.68 |
| Q4 2018 | +3.53 M | Add 73.26% | 8.34 M | $43.92 |
| Q3 2018 | +3.49 M | Add 264.91% | 4.81 M | $43.60 |
| Q2 2018 | +191,700 | Add 17.01% | 1.32 M | $46.31 |
| Q1 2018 | +255,600 | Add 29.33% | 1.13 M | $44.66 |
| Q4 2017 | -312,600 | Reduce 26.40% | 871,500 | $48.09 |
| Q3 2017 | -1.35 M | Reduce 53.33% | 1.18 M | $49.14 |
| Q2 2017 | +709,400 | Add 38.81% | 2.54 M | $47.88 |
| Q1 2017 | +251,700 | Add 15.97% | 1.83 M | $49.78 |
| Q4 2016 | -9,000 | Reduce 0.57% | 1.58 M | $49.19 |
| Q3 2016 | +590,000 | Add 59.28% | 1.59 M | $51.30 |
| Q2 2016 | -2.48 M | Reduce 71.35% | 995,300 | $53.63 |
| Q1 2016 | +990,300 | Add 39.88% | 3.47 M | $51.73 |
| Q4 2015 | +558,100 | Add 28.99% | 2.48 M | $46.79 |
| Q3 2015 | +1.79 M | Add 1335.72% | 1.93 M | $44.70 |
| Q2 2015 | -887,800 | Reduce 86.88% | 134,100 | $41.90 |
| Q1 2015 | -1.46 M | Reduce 58.90% | 1.02 M | $44.28 |
| Q4 2014 | +1.77 M | Add 249.33% | 2.49 M | $49.11 |
| Q3 2014 | +711,800 | New Buy | 711,800 | $43.65 |
| Q4 2013 | -217,300 | Sold Out | 0 | $0.00 |
| Q3 2013 | +107,200 | Add 97.37% | 217,300 | $41.18 |
| Q2 2013 | +110,100 | Add 0.00% | 110,100 | $44.13 |
Renaissance Technologies (RenTech)'s The Southern Company Investment FAQs
Renaissance Technologies (RenTech) first purchased The Southern Company (SO) in Q2 2013, acquiring 110,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held The Southern Company (SO) for 48 quarters since Q2 2013.
Renaissance Technologies (RenTech)'s largest addition to The Southern Company (SO) was in Q4 2018, adding 8,337,903 shares worth $366.2 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 1,513,400 shares of The Southern Company (SO), valued at approximately $131.97 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.20% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in The Southern Company (SO) was 9,159,803 shares, as reported at the end of Q2 2019.