APG Asset Management
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APG Asset Management’s Southern Company SO Stock Holding History

APG Asset Management’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 		$62.4M Sell
745,401
-9,384
-1% -$868K 0.2% 97
2025
Q4 		$56M Sell
754,785
-395,519
-34% -$36.1M 0.16% 112
2025
Q3 		$92.8M Sell
1,150,304
-18,182
-2% -$1.7M 0.26% 73
2025
Q2 		$91.4M Buy
1,168,486
+935,130
+401% +$84M 0.27% 71
2025
Q1 		$19.9M Sell
233,356
-93,256
-29% -$8.07M 0.06% 248
2024
Q4 		$26M Sell
326,612
-32,350
-9% -$2.84M 0.07% 222
2024
Q3 		$29M Sell
358,962
-1,260,617
-78% -$108M 0.19% 86
2024
Q2 		$117M Sell
1,619,579
-244,372
-13% -$18.5M 0.21% 111
2024
Q1 		$124M Buy
1,863,951
+34,800
+2% +$2.4M 0.22% 113
2023
Q4 		$116M Buy
1,829,151
+109,977
+6% +$7.55M 0.23% 109
2023
Q3 		$111M Sell
1,719,174
-22,182
-1% -$1.54M 0.23% 102
2023
Q2 		$112M Buy
1,741,356
+209,111
+14% +$15M 0.23% 102
2023
Q1 		$98.1M Sell
1,532,245
-60,236
-4% -$4.06M 0.21% 122
2022
Q4 		$114M Sell
1,592,481
-38,264
-2% -$2.56M 0.22% 119
2022
Q3 		$113M Sell
1,630,745
-1,014,738
-38% -$76.9M 0.29% 87
2022
Q2 		$180M Sell
2,645,483
-112,781
-4% -$8.28M 0.42% 54
2022
Q1 		$180M Sell
2,758,264
-90,401
-3% -$6.12M 0.34% 75
2021
Q4 		$172M Sell
2,848,665
-123,600
-4% -$7.88M 0.29% 91
2021
Q3 		$159M Sell
2,972,265
-300
-0% -$19.3K 0.28% 92
2021
Q2 		$152M Sell
2,972,565
-109,700
-4% -$7.02M 0.26% 105
2021
Q1 		$163M Sell
3,082,265
-492,560
-14% -$29.5M 0.28% 91
2020
Q4 		$179M Sell
3,574,825
-154,180
-4% -$9.27M 0.29% 79
2020
Q3 		$172M Buy
3,729,005
+178,327
+5% +$9.53M 0.3% 78
2020
Q2 		$164M Sell
3,550,678
-298,100
-8% -$16.6M 0.3% 87
2020
Q1 		$208M Buy
3,848,778
+1,161,563
+43% +$73.6M 0.41% 56
2019
Q4 		$152M Buy
2,687,215
+233,240
+10% +$14.5M 0.25% 106
2019
Q3 		$139M Sell
2,453,975
-331,394
-12% -$19.2M 0.23% 110
2019
Q2 		$135M Buy
2,785,369
+552,400
+25% +$29.6M 0.23% 118
2019
Q1 		$103M Buy
2,232,969
+1,277,900
+134% +$62.6M 0.19% 150
2018
Q4 		$36.7M Buy
955,069
+40,700
+4% +$1.85M 0.07% 269
2018
Q3 		$34.3M Buy
914,369
+121,300
+15% +$5.59M 0.06% 302
2018
Q2 		$31.5M Buy
793,069
+253,900
+47% +$11.4M 0.06% 302
2018
Q1 		$19.6M Sell
539,169
-1,362,807
-72% -$60.5M 0.04% 354
2017
Q4 		$76.2M Buy
1,901,976
+56,400
+3% +$2.87M 0.14% 205
2017
Q3 		$90.7M Sell
1,845,576
-486,100
-21% -$23.6M 0.15% 198
2017
Q2 		$112M Sell
2,331,676
-209,300
-8% -$10.5M 0.2% 155
2017
Q1 		$126M Sell
2,540,976
-1,419,174
-36% -$70.1M 0.23% 132
2016
Q4 		$185M Sell
3,960,150
-961,300
-20% -$47.2M 0.35% 64
2016
Q3 		$252M Sell
4,921,450
-588,300
-11% -$31M 0.44% 44
2016
Q2 		$295M Buy
5,509,750
+241,195
+5% +$12.1M 0.56% 33
2016
Q1 		$273M Sell
5,268,555
-261,240
-5% -$12.7M 0.57% 36
2015
Q4 		$259M Sell
5,529,795
-246,873
-4% -$11.2M 0.6% 36
2015
Q3 		$258M Sell
5,776,668
-852
-0% -$37.4K 0.59% 37
2015
Q2 		$242M Buy
5,777,520
+277,968
+5% +$12.1M 0.49% 44
2015
Q1 		$244M Sell
5,499,552
-667,736
-11% -$31.7M 0.5% 43
2014
Q4 		$303M Sell
6,167,288
-696,755
-10% -$32.9M 0.58% 33
2014
Q3 		$300M Buy
6,864,043
+174,690
+3% +$7.67M 0.61% 31
2014
Q2 		$304M Buy
6,689,353
+937,547
+16% +$41.5M 0.65% 28
2014
Q1 		$253M Buy
5,751,806
+44,024
+0.8% +$1.85M 0.66% 25
2013
Q4 		$235M Buy
5,707,782
+533,849
+10% +$22M 0.69% 25
2013
Q3 		$213M Buy
5,173,933
+1,097,806
+27% +$47.3M 0.67% 27
2013
Q2 		$180M Buy
+4,076,127
New +$187M 0.56% 36

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

APG Asset Management's SO Position: Q1 2026 in Review

APG Asset Management reduced its Southern Company (SO) stake by 1.2% in Q1 2026, selling an estimated $868K and leaving 745,401 shares worth $62.4M. The position accounts for 0.2% of the portfolio, ranked #97.

APG Asset Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $304M in Q2 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • APG Asset Management held 745,401 shares of Southern Company worth $62.4M as of Q1 2026.
  • APG Asset Management sold 9,384 Southern Company shares in Q1 2026, an estimated $868K.
  • Southern Company made up 0.2% of APG Asset Management's portfolio in Q1 2026, its #97 holding.
  • APG Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • APG Asset Management's Southern Company position peaked at $304M in Q2 2014.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on APG Asset Management's 13F filing for Q1 2026, filed 13 May 2026.