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Fjarde Ap-fonden’s Southern Company SO Stock Holding History

Fjarde Ap-fonden’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 		– Sell
-207,650
Closed -$20M – 538
2026
Q1 		$20M Buy
+207,650
New +$19.2M 0.11% 176
2018
Q2 		– Sell
-181,817
Closed -$8.12M – 625
2018
Q1 		$8.12M Buy
181,817
+3,884
+2% +$172K 0.12% 188
2017
Q4 		$8.56M Buy
177,933
+29,970
+20% +$1.53M 0.13% 179
2017
Q3 		$7.27M Buy
147,963
+5,246
+4% +$254K 0.14% 170
2017
Q2 		$6.83M Sell
142,717
-20,513
-13% -$1.03M 0.14% 166
2017
Q1 		$8.13M Sell
163,230
-10,866
-6% -$537K 0.19% 117
2016
Q4 		$8.56M Sell
174,096
-17,684
-9% -$869K 0.2% 113
2016
Q3 		$9.84M Buy
191,780
+9,313
+5% +$490K 0.22% 101
2016
Q2 		$9.79M Buy
182,467
+6,437
+4% +$324K 0.23% 94
2016
Q1 		$9.11M Buy
176,030
+22,013
+14% +$1.07M 0.21% 108
2015
Q4 		$7.21M Sell
154,017
-22,570
-13% -$1.02M 0.19% 124
2015
Q3 		$7.89M Sell
176,587
-15,161
-8% -$665K 0.22% 102
2015
Q2 		$8.03M Sell
191,748
-5,863
-3% -$255K 0.19% 123
2015
Q1 		$8.75M Sell
197,611
-17,822
-8% -$847K 0.2% 112
2014
Q4 		$10.6M Sell
215,433
-10,081
-4% -$476K 0.23% 104
2014
Q3 		$9.84M Sell
225,514
-16,698
-7% -$734K 0.21% 111
2014
Q2 		$11M Sell
242,212
-11,378
-4% -$503K 0.22% 107
2014
Q1 		$11.1M Buy
253,590
+12,449
+5% +$522K 0.22% 107
2013
Q4 		$9.91M Sell
241,141
-13,760
-5% -$568K 0.21% 115
2013
Q3 		$10.5M Sell
254,901
-19,168
-7% -$826K 0.23% 97
2013
Q2 		$12.1M Buy
+274,069
New +$12.6M 0.25% 89

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fjarde Ap-fonden's SO Position: Q2 2026 in Review

Fjarde Ap-fonden sold out of Southern Company (SO) in Q2 2026, closing a stake of 207,650 shares — an estimated $20M sold.

Fjarde Ap-fonden first reported a position in SO in Q2 2013 and held it in 21 quarters. The position peaked at $20M in Q1 2026. 1,008 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fjarde Ap-fonden reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Fjarde Ap-fonden sold 207,650 Southern Company shares in Q2 2026, an estimated $20M.
  • Fjarde Ap-fonden first reported a position in Southern Company in Q2 2013 and held it in 21 quarters.
  • Fjarde Ap-fonden's Southern Company position peaked at $20M in Q1 2026.
  • 1,008 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.