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Elo Mutual Pension Insurance’s Southern Company SO Stock Holding History

Elo Mutual Pension Insurance’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
Q2 		$3.45M Sell
36,033
-3,946
-10% -$372K 0.04% 289
2026
Q1 		$3.86M Sell
39,979
-8,093
-17% -$749K 0.06% 233
2025
Q4 		$4.19M Buy
48,072
+15,070
+46% +$1.38M 0.06% 228
2025
Q3 		$3.13M Buy
33,002
+5,904
+22% +$551K 0.05% 279
2025
Q2 		$2.49M Buy
27,098
+1,099
+4% +$98.7K 0.05% 279
2025
Q1 		$2.39M Sell
25,999
-56,123
-68% -$4.86M 0.05% 285
2024
Q4 		$6.76M Buy
+82,122
New +$7.2M 0.14% 127
2023
Q2 		– Sell
-86,929
Closed -$6.05M – 475
2023
Q1 		$6.05M Buy
86,929
+2,685
+3% +$181K 0.19% 97
2022
Q4 		$6.02M Buy
84,244
+4,442
+6% +$297K 0.21% 94
2022
Q3 		$5.43M Sell
79,802
-3,770
-5% -$286K 0.2% 91
2022
Q2 		$5.96M Buy
83,572
+221
+0.3% +$16.2K 0.2% 91
2022
Q1 		$6.04M Buy
83,351
+2,957
+4% +$200K 0.18% 100
2021
Q4 		$5.51M Buy
80,394
+6,198
+8% +$395K 0.15% 114
2021
Q3 		$4.6M Hold
74,196
– – 0.15% 116
2021
Q2 		$4.49M Sell
74,196
-2,005
-3% -$128K 0.15% 123
2021
Q1 		$4.74M Buy
76,201
+1,113
+1% +$66.6K 0.16% 114
2020
Q4 		$4.61M Buy
+75,088
New +$4.51M 0.15% 112

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Elo Mutual Pension Insurance's SO Position: Q2 2026 in Review

Elo Mutual Pension Insurance reduced its Southern Company (SO) stake by 9.9% in Q2 2026, selling an estimated $372K and leaving 36,033 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #289.

Elo Mutual Pension Insurance first reported a position in SO in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.76M in Q4 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Elo Mutual Pension Insurance held 36,033 shares of Southern Company worth $3.45M as of Q2 2026.
  • Elo Mutual Pension Insurance sold 3,946 Southern Company shares in Q2 2026, an estimated $372K.
  • Southern Company made up 0.04% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #289 holding.
  • Elo Mutual Pension Insurance first reported a position in Southern Company in Q4 2020 and has held it in 17 quarters since.
  • Elo Mutual Pension Insurance's Southern Company position peaked at $6.76M in Q4 2024.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.