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Asahi Life Asset Management’s Southern Company SO Stock Holding History

Asahi Life 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 		– Sell
-5,454
Closed -$476K – 193
2025
Q4 		$476K Buy
5,454
+3,047
+127% +$278K 0.27% 86
2025
Q3 		$228K Sell
2,407
-3,303
-58% -$308K 0.13% 150
2025
Q2 		$524K Buy
5,710
+120
+2% +$10.8K 0.31% 66
2025
Q1 		$514K Buy
+5,590
New +$484K 0.33% 58
2024
Q2 		– Sell
-6,652
Closed -$477K – 208
2024
Q1 		$477K Buy
+6,652
New +$459K 0.29% 65
2023
Q4 		– Sell
-2,432
Closed -$157K – 233
2023
Q3 		$157K Sell
2,432
-3,710
-60% -$257K 0.05% 172
2023
Q2 		$431K Sell
6,142
-400
-6% -$28.7K 0.14% 74
2023
Q1 		$455K Sell
6,542
-78
-1% -$5.25K 0.14% 80
2022
Q4 		$473K Buy
6,620
+3,820
+136% +$255K 0.16% 78
2022
Q3 		$190K Sell
2,800
-660
-19% -$50K 0.06% 146
2022
Q2 		$247K Buy
+3,460
New +$254K 0.07% 129
2022
Q1 		– Sell
-8,360
Closed -$573K – 247
2021
Q4 		$573K Buy
8,360
+180
+2% +$11.5K 0.07% 77
2021
Q3 		$507K Buy
8,180
+3,570
+77% +$230K 0.07% 75
2021
Q2 		$279K Buy
+4,610
New +$295K 0.04% 147
2020
Q3 		– Sell
-8,580
Closed -$445K – 278
2020
Q2 		$445K Sell
8,580
-1,700
-17% -$94.5K 0.07% 77
2020
Q1 		$557K Buy
10,280
+1,300
+14% +$82.4K 0.1% 71
2019
Q4 		$572K Sell
8,980
-280
-3% -$17.4K 0.08% 68
2019
Q3 		$572K Buy
9,260
+630
+7% +$36.5K 0.09% 64
2019
Q2 		$477K Buy
+8,630
New +$462K 0.1% 78

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Asahi Life Asset Management's SO Position: Q1 2026 in Review

Asahi Life Asset Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 5,454 shares — an estimated $476K sold.

Asahi Life Asset Management first reported a position in SO in Q2 2019 and held it in 19 quarters. The position peaked at $573K in Q4 2021. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Asahi Life Asset Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Asahi Life Asset Management sold 5,454 Southern Company shares in Q1 2026, an estimated $476K.
  • Asahi Life Asset Management first reported a position in Southern Company in Q2 2019 and held it in 19 quarters.
  • Asahi Life Asset Management's Southern Company position peaked at $573K in Q4 2021.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.