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Alaska Permanent Fund’s Southern Company SO Stock Holding History

Alaska Permanent Fund’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
2025
Q2 		– Sell
-73
Closed -$6.71K – 382
2025
Q1 		$6.71K Hold
73
– – ﹤0.01% 467
2024
Q4 		$6.01K Hold
73
– – ﹤0.01% 464
2024
Q3 		$6.58K Hold
73
– – ﹤0.01% 469
2024
Q2 		$6.1K Buy
73
+1
+1% +$76 ﹤0.01% 468
2024
Q1 		$5.17K Buy
+72
New +$4.97K ﹤0.01% 482
2023
Q4 		– Sell
-566
Closed -$36.6K – 460
2023
Q3 		$36.6K Sell
566
-842
-60% -$58.4K ﹤0.01% 392
2023
Q2 		$98.9K Buy
+1,408
New +$101K ﹤0.01% 376
2022
Q4 		$2K Hold
24
– – ﹤0.01% 394
2022
Q3 		$2K Sell
24
-12
-33% -$909 ﹤0.01% 396
2022
Q2 		$3K Hold
36
– – ﹤0.01% 388
2022
Q1 		$3K Buy
+36
New +$2.44K ﹤0.01% 341

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alaska Permanent Fund's SO Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Southern Company (SO) in Q2 2025, closing a stake of 73 shares — an estimated $6.71K sold.

Alaska Permanent Fund first reported a position in SO in Q1 2022 and held it in 11 quarters. The position peaked at $98.9K in Q2 2023. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Alaska Permanent Fund reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Alaska Permanent Fund sold 73 Southern Company shares in Q2 2025, an estimated $6.71K.
  • Alaska Permanent Fund first reported a position in Southern Company in Q1 2022 and held it in 11 quarters.
  • Alaska Permanent Fund's Southern Company position peaked at $98.9K in Q2 2023.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.