Fukoku Mutual Life Insurance’s Southern Company SO Stock Holding History

Fukoku Mutual Life 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	$21.9M	Sell	228,779 -762	-0.3%	-$71.7K	1.28%	30
2026 Q1	$22.2M	Sell	229,541 -560	-0.2%	-$51.8K	1.45%	30
2025 Q4	$20.1M	Sell	230,101 -827	-0.4%	-$75.5K	1.32%	30
2025 Q3	$21.9M	Buy	230,928 +140	+0.1%	+$13.1K	1.35%	31
2025 Q2	$21.2M	Sell	230,788 -894	-0.4%	-$80.3K	1.35%	29
2025 Q1	$21.3M	Sell	231,682 -797	-0.3%	-$69K	1.58%	27
2024 Q4	$19.1M	Buy	232,479 +1,092	+0.5%	+$95.8K	1.38%	29
2024 Q3	$20.9M	Hold	231,387	–	–	1.49%	28
2024 Q2	$17.9M	Hold	231,387	–	–	1.38%	31
2024 Q1	$16.6M	Sell	231,387 -5,000	-2%	-$345K	1.31%	34
2023 Q4	$16.6M	Buy	236,387 +5,382	+2%	+$370K	1.38%	33
2023 Q3	$15M	Buy	231,005 +1,657	+0.7%	+$115K	1.37%	33
2023 Q2	$16.1M	Sell	229,348 -3,550	-2%	-$255K	1.52%	27
2023 Q1	$16.2M	Sell	232,898 -1,294	-0.6%	-$87.1K	1.47%	29
2022 Q4	$16.7M	Hold	234,192	–	–	1.41%	28
2022 Q3	$15.9M	Sell	234,192 -648	-0.3%	-$49.1K	1.5%	26
2022 Q2	$16.7M	Buy	234,840 +1,630	+0.7%	+$120K	1.42%	27
2022 Q1	$16.9M	Hold	233,210	–	–	1.28%	30
2021 Q4	$16M	Buy	233,210 +210	+0.1%	+$13.4K	1.18%	35
2021 Q3	$14.4M	Buy	233,000 +1,000	+0.4%	+$64.4K	1.13%	35
2021 Q2	$14M	Hold	232,000	–	–	1.12%	37
2021 Q1	$14.4M	Hold	232,000	–	–	1.39%	28
2020 Q4	$14.3M	Hold	232,000	–	–	1.47%	27
2020 Q3	$12.6M	Hold	232,000	–	–	1.33%	30
2020 Q2	$12M	Hold	232,000	–	–	1.36%	28
2020 Q1	$12.6M	Hold	232,000	–	–	1.82%	22
2019 Q4	$14.8M	Buy	232,000 +1,500	+0.7%	+$93K	1.61%	23
2019 Q3	$14.2M	Hold	230,500	–	–	1.65%	20
2019 Q2	$12.7M	Hold	230,500	–	–	1.56%	23
2019 Q1	$11.9M	Sell	230,500 -900	-0.4%	-$44.1K	1.53%	22
2018 Q4	$10.2M	Buy	231,400 +94,000	+68%	+$4.27M	1.41%	24
2018 Q3	$5.99M	Buy	137,400 +500	+0.4%	+$23K	0.77%	48
2018 Q2	$6.34M	Buy	136,900 +600	+0.4%	+$26.9K	0.9%	45
2018 Q1	$6.09M	Hold	136,300	–	–	0.93%	42
2017 Q4	$6.55M	Hold	136,300	–	–	0.99%	41
2017 Q3	$6.7M	Hold	136,300	–	–	0.99%	41
2017 Q2	$6.53M	Hold	136,300	–	–	0.96%	41
2017 Q1	$6.79M	Hold	136,300	–	–	1.12%	37
2016 Q4	$6.71M	Hold	136,300	–	–	1.13%	37
2016 Q3	$6.99M	Sell	136,300 -600	-0.4%	-$31.6K	1.26%	30
2016 Q2	$7.34M	Hold	136,900	–	–	1.44%	28
2016 Q1	$7.08M	Buy	136,900 +132,000	+2,694%	+$6.43M	1.54%	22
2015 Q4	$229K	Hold	4,900	–	–	0.04%	181
2015 Q3	$219K	Sell	4,900 -169,100	-97%	-$7.42M	0.04%	166
2015 Q2	$7.29M	Buy	174,000 +65,500	+60%	+$2.85M	1.15%	31
2015 Q1	$4.8M	Buy	108,500 +500	+0.5%	+$23.8K	0.79%	39
2014 Q4	$5.3M	Buy	108,000 +104,000	+2,600%	+$4.91M	0.94%	38
2014 Q3	$175K	Hold	4,000	–	–	0.03%	226
2014 Q2	$182K	Hold	4,000	–	–	0.03%	228
2014 Q1	$176K	Hold	4,000	–	–	0.04%	221
2013 Q4	$164K	Hold	4,000	–	–	0.03%	238
2013 Q3	$165K	Hold	4,000	–	–	0.03%	240
2013 Q2	$177K	Buy	+4,000	New	+$184K	0.04%	212

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fukoku Mutual Life Insurance's SO Position: Q2 2026 in Review

Fukoku Mutual Life Insurance reduced its Southern Company (SO) stake by 0.33% in Q2 2026, selling an estimated $71.7K and leaving 228,779 shares worth $21.9M. The position accounts for 1.28% of the portfolio, ranked #30.

Fukoku Mutual Life Insurance first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.2M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Fukoku Mutual Life Insurance held 228,779 shares of Southern Company worth $21.9M as of Q2 2026.
Fukoku Mutual Life Insurance sold 762 Southern Company shares in Q2 2026, an estimated $71.7K.
Southern Company made up 1.28% of Fukoku Mutual Life Insurance's portfolio in Q2 2026, its #30 holding.
Fukoku Mutual Life Insurance first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Fukoku Mutual Life Insurance's Southern Company position peaked at $22.2M in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.