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Dai-ichi Life Insurance Company’s Southern Company SO Stock Holding History

Dai-ichi Life Insurance Company’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 		$14.8M Sell
153,099
-12,533
-8% -$1.16M 0.42% 60
2025
Q4 		$14.4M Sell
165,632
-30,871
-16% -$2.82M 0.37% 68
2025
Q3 		$18.6M Buy
196,503
+32,035
+19% +$2.99M 0.47% 53
2025
Q2 		$15.1M Sell
164,468
-8,117
-5% -$729K 0.42% 63
2025
Q1 		$15.9M Sell
172,585
-2,771
-2% -$240K 0.46% 56
2024
Q4 		$14.4M Buy
175,356
+41,403
+31% +$3.63M 0.4% 60
2024
Q3 		$12.1M Sell
133,953
-13,175
-9% -$1.13M 0.31% 79
2024
Q2 		$11.4M Buy
147,128
+18,036
+14% +$1.37M 0.28% 93
2024
Q1 		$9.26M Buy
129,092
+22,843
+21% +$1.58M 0.21% 104
2023
Q4 		$7.45M Buy
106,249
+4,501
+4% +$309K 0.15% 133
2023
Q3 		$6.59M Hold
101,748
– – 0.15% 142
2023
Q2 		$7.15M Hold
101,748
– – 0.15% 130
2023
Q1 		$7.08M Buy
101,748
+8,214
+9% +$553K 0.16% 130
2022
Q4 		$6.68M Buy
93,534
+12,000
+15% +$802K 0.15% 133
2022
Q3 		$5.54M Hold
81,534
– – 0.14% 143
2022
Q2 		$5.81M Sell
81,534
-26,043
-24% -$1.91M 0.13% 144
2022
Q1 		$7.8M Sell
107,577
-27,400
-20% -$1.86M 0.12% 156
2021
Q4 		$9.26M Sell
134,977
-1,143
-0.8% -$72.9K 0.12% 150
2021
Q3 		$8.44M Hold
136,120
– – 0.11% 150
2021
Q2 		$8.24M Buy
136,120
+17,938
+15% +$1.15M 0.1% 171
2021
Q1 		$7.35M Sell
118,182
-73,326
-38% -$4.39M 0.1% 168
2020
Q4 		$11.8M Buy
191,508
+80,702
+73% +$4.85M 0.17% 102
2020
Q3 		$6.01M Buy
110,806
+10,144
+10% +$542K 0.11% 148
2020
Q2 		$5.22M Sell
100,662
-161
-0.2% -$8.95K 0.12% 140
2020
Q1 		$5.46M Sell
100,823
-53,180
-35% -$3.37M 0.21% 112
2019
Q4 		$9.81M Buy
154,003
+39,472
+34% +$2.45M 0.22% 101
2019
Q3 		$7.08M Hold
114,531
– – 0.17% 139
2019
Q2 		$6.33M Sell
114,531
-15,000
-12% -$803K 0.15% 148
2019
Q1 		$6.69M Buy
129,531
+20,000
+18% +$980K 0.16% 138
2018
Q4 		$4.81M Buy
109,531
+22,000
+25% +$1M 0.13% 180
2018
Q3 		$3.82M Hold
87,531
– – 0.08% 233
2018
Q2 		$4.05M Sell
87,531
-128,001
-59% -$5.73M 0.1% 216
2018
Q1 		$9.63M Buy
215,532
+49,251
+30% +$2.19M 0.2% 113
2017
Q4 		$8M Sell
166,281
-204,844
-55% -$10.4M 0.16% 132
2017
Q3 		$18.2M Hold
371,125
– – 0.39% 44
2017
Q2 		$17.8M Buy
371,125
+61,673
+20% +$3.09M 0.4% 46
2017
Q1 		$15.4M Buy
309,452
+47,868
+18% +$2.37M 0.42% 46
2016
Q4 		$12.9M Buy
+261,584
New +$12.9M 0.38% 62

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

Dai-ichi Life Insurance Company's SO Position: Q1 2026 in Review

Dai-ichi Life Insurance Company reduced its Southern Company (SO) stake by 7.6% in Q1 2026, selling an estimated $1.16M and leaving 153,099 shares worth $14.8M. The position accounts for 0.42% of the portfolio, ranked #60.

Dai-ichi Life Insurance Company first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.6M in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Dai-ichi Life Insurance Company held 153,099 shares of Southern Company worth $14.8M as of Q1 2026.
  • Dai-ichi Life Insurance Company sold 12,533 Southern Company shares in Q1 2026, an estimated $1.16M.
  • Southern Company made up 0.42% of Dai-ichi Life Insurance Company's portfolio in Q1 2026, its #60 holding.
  • Dai-ichi Life Insurance Company first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
  • Dai-ichi Life Insurance Company's Southern Company position peaked at $18.6M in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Dai-ichi Life Insurance Company's 13F filing for Q1 2026, filed 14 May 2026.