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Allstate Corporation’s Southern Company SO Stock Holding History

Allstate Corporation’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
2026
Q1 		$10.2M Buy
106,076
+22,709
+27% +$2.1M 0.11% 107
2025
Q4 		$7.27M Buy
83,367
+42,733
+105% +$3.9M 0.1% 129
2025
Q3 		$3.85M Buy
+40,634
New +$3.79M 0.09% 125
2025
Q2 		– Sell
-40,792
Closed -$3.75M – 507
2025
Q1 		$3.75M Buy
40,792
+8,178
+25% +$708K 0.11% 115
2024
Q4 		$2.68M Buy
+32,614
New +$2.86M 0.08% 133
2024
Q3 		– Sell
-3,431
Closed -$266K – 209
2024
Q2 		$266K Hold
3,431
– – 0.02% 176
2024
Q1 		$246K Sell
3,431
-178
-5% -$12.3K 0.02% 194
2023
Q4 		$253K Buy
3,609
+316
+10% +$21.7K 0.02% 174
2023
Q3 		$213K Hold
3,293
– – 0.01% 195
2023
Q2 		$231K Buy
3,293
+66
+2% +$4.73K 0.01% 191
2023
Q1 		$225K Sell
3,227
-62,381
-95% -$4.2M 0.02% 185
2022
Q4 		$4.69M Buy
65,608
+557
+0.9% +$37.2K 0.14% 102
2022
Q3 		$4.42M Hold
65,051
– – 0.13% 94
2022
Q2 		$4.64M Sell
65,051
-15,593
-19% -$1.14M 0.14% 98
2022
Q1 		$5.85M Hold
80,644
– – 0.16% 91
2021
Q4 		$5.53M Buy
80,644
+66,653
+476% +$4.25M 0.11% 151
2021
Q3 		$867K Sell
13,991
-1,341
-9% -$86.3K 0.04% 326
2021
Q2 		$928K Sell
15,332
-1,192
-7% -$76.2K 0.03% 326
2021
Q1 		$1.03M Buy
16,524
+8,463
+105% +$507K 0.03% 305
2020
Q4 		$495K Buy
8,061
+2,192
+37% +$132K 0.02% 521
2020
Q3 		$318K Sell
5,869
-7,480
-56% -$400K 0.01% 555
2020
Q2 		$692K Buy
13,349
+7,191
+117% +$400K 0.02% 342
2020
Q1 		$333K Sell
6,158
-406
-6% -$25.7K 0.01% 467
2019
Q4 		$418K Sell
6,564
-55,028
-89% -$3.41M 0.01% 501
2019
Q3 		$3.81M Buy
61,592
+54,792
+806% +$3.18M 0.07% 180
2019
Q2 		$376K Sell
6,800
-1,813
-21% -$97.1K 0.01% 440
2019
Q1 		$445K Buy
+8,613
New +$422K 0.01% 347
2013
Q3 		– Sell
-326,380
Closed -$14.4M – 139
2013
Q2 		$14.4M Buy
+326,380
New +$15M 0.66% 35

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

Allstate Corporation's SO Position: Q1 2026 in Review

Allstate Corporation increased its Southern Company (SO) stake by 27% in Q1 2026, buying an estimated $2.1M and bringing the position to 106,076 shares worth $10.2M. The position accounts for 0.11% of the portfolio, ranked #107.

Allstate Corporation first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $14.4M in Q2 2013. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Allstate Corporation held 106,076 shares of Southern Company worth $10.2M as of Q1 2026.
  • Allstate Corporation bought 22,709 Southern Company shares in Q1 2026, an estimated $2.1M.
  • Southern Company made up 0.11% of Allstate Corporation's portfolio in Q1 2026, its #107 holding.
  • Allstate Corporation first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
  • Allstate Corporation's Southern Company position peaked at $14.4M in Q2 2013.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Allstate Corporation's 13F filing for Q1 2026, filed 11 May 2026.