Första AP-fonden’s Southern Company SO Stock Holding History

Första 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 Q1	–	Sell	-415,300	Closed	-$36.2M	–	436
2025 Q4	$36.2M	Buy	415,300 +80,600	+24%	+$7.36M	0.22%	75
2025 Q3	$31.7M	Buy	334,700 +49,600	+17%	+$4.63M	0.19%	93
2025 Q2	$26.2M	Buy	285,100 +23,400	+9%	+$2.1M	0.17%	110
2025 Q1	$24.1M	Buy	261,700 +12,500	+5%	+$1.08M	0.18%	101
2024 Q4	$20.5M	Sell	249,200 -2,600	-1%	-$228K	0.15%	122
2024 Q3	$22.7M	Buy	251,800 +39,300	+18%	+$3.36M	0.17%	110
2024 Q2	$16.5M	Sell	212,500 -21,800	-9%	-$1.65M	0.15%	131
2024 Q1	$16.8M	Sell	234,300 -17,400	-7%	-$1.2M	0.14%	138
2023 Q4	$17.6M	Sell	251,700 -64,800	-20%	-$4.45M	0.18%	110
2023 Q3	$20.5M	Buy	316,500 +12,900	+4%	+$895K	0.23%	81
2023 Q2	$21.3M	Buy	303,600 +19,400	+7%	+$1.39M	0.23%	84
2023 Q1	$19.8M	Buy	284,200 +29,700	+12%	+$2M	0.23%	86
2022 Q4	$18.2M	Sell	254,500 -613,900	-71%	-$41M	0.21%	106
2022 Q3	$59.1M	Buy	868,400 +440,200	+103%	+$33.3M	0.72%	23
2022 Q2	$30.5M	Buy	428,200 +245,500	+134%	+$18M	0.4%	52
2022 Q1	$13.2M	Sell	182,700 -15,400	-8%	-$1.04M	0.15%	144
2021 Q4	$13.6M	Sell	198,100 -43,500	-18%	-$2.77M	0.14%	165
2021 Q3	$15M	Buy	241,600 +600	+0.2%	+$38.6K	0.17%	121
2021 Q2	$14.6M	Buy	241,000 +66,700	+38%	+$4.27M	0.17%	129
2021 Q1	$10.8M	Buy	+174,300	New	+$10.4M	0.15%	155
2020 Q1	–	Sell	-97,000	Closed	-$6.18M	–	566
2019 Q4	$6.18M	Sell	97,000 -208,800	-68%	-$12.9M	0.31%	52
2019 Q3	$18.9M	Sell	305,800 -9,300	-3%	-$539K	0.79%	33
2019 Q2	$17.4M	Sell	315,100 -6,500	-2%	-$348K	0.78%	35
2019 Q1	$16.6M	Sell	321,600 -2,300	-0.7%	-$113K	0.73%	38
2018 Q4	$14.2M	Sell	323,900 -38,685	-11%	-$1.76M	0.68%	41
2018 Q3	$15.8M	Buy	362,585 +28,900	+9%	+$1.33M	0.63%	44
2018 Q2	$15.5M	Sell	333,685 -53,200	-14%	-$2.38M	0.58%	49
2018 Q1	$17.3M	Buy	386,885 +333,500	+625%	+$14.8M	0.6%	53
2017 Q4	$2.57M	Sell	53,385 -24,200	-31%	-$1.23M	0.09%	194
2017 Q3	$3.81M	Sell	77,585 -134,124	-63%	-$6.5M	0.13%	150
2017 Q2	$10.1M	Buy	211,709 +36,400	+21%	+$1.82M	0.28%	96
2017 Q1	$8.73M	Sell	175,309 -60,904	-26%	-$3.01M	0.28%	88
2016 Q4	$11.6M	Sell	236,213 -124,100	-34%	-$6.1M	0.37%	75
2016 Q3	$18.5M	Sell	360,313 -46,539	-11%	-$2.45M	0.51%	48
2016 Q2	$21.8M	Buy	+406,852	New	+$20.5M	0.63%	49
2016 Q1	–	Sell	-408,863	Closed	-$18.3M	–	144
2015 Q4	$18.3M	Buy	+408,863	New	+$18.5M	0.58%	60

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Första AP-fonden's SO Position: Q1 2026 in Review

Första AP-fonden sold out of Southern Company (SO) in Q1 2026, closing a stake of 415,300 shares — an estimated $36.2M sold.

Första AP-fonden first reported a position in SO in Q4 2015 and held it in 36 quarters. The position peaked at $59.1M in Q3 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Första AP-fonden reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Första AP-fonden sold 415,300 Southern Company shares in Q1 2026, an estimated $36.2M.
Första AP-fonden first reported a position in Southern Company in Q4 2015 and held it in 36 quarters.
Första AP-fonden's Southern Company position peaked at $59.1M in Q3 2022.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.