IFM Investors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.7M | Buy |
331,715
+32,839
| +11% | +$3.09M | 0.21% | 82 |
|
|
2026
Q1 | $28.8M | Buy |
298,876
+36,754
| +14% | +$3.4M | 0.24% | 76 |
|
|
2025
Q4 | $22.9M | Buy |
262,122
+9,127
| +4% | +$833K | 0.19% | 95 |
|
|
2025
Q3 | $23.9M | Sell |
252,995
-5,174
| -2% | -$483K | 0.21% | 88 |
|
|
2025
Q2 | $23.7M | Buy |
258,169
+16,786
| +7% | +$1.51M | 0.23% | 86 |
|
|
2025
Q1 | $22.2M | Sell |
241,383
-68,980
| -22% | -$5.97M | 0.24% | 84 |
|
|
2024
Q4 | $25.5M | Sell |
310,363
-19,292
| -6% | -$1.69M | 0.26% | 69 |
|
|
2024
Q3 | $29.7M | Sell |
329,655
-34,681
| -10% | -$2.96M | 0.29% | 67 |
|
|
2024
Q2 | $28.3M | Buy |
364,336
+118
| +0% | +$8.94K | 0.29% | 63 |
|
|
2024
Q1 | $26.1M | Buy |
364,218
+5,056
| +1% | +$349K | 0.29% | 65 |
|
|
2023
Q4 | $25.2M | Sell |
359,162
-1,318
| -0.4% | -$90.5K | 0.31% | 61 |
|
|
2023
Q3 | $23.3M | Buy |
360,480
+19,492
| +6% | +$1.35M | 0.31% | 62 |
|
|
2023
Q2 | $24M | Buy |
340,988
+100,602
| +42% | +$7.21M | 0.31% | 59 |
|
|
2023
Q1 | $16.7M | Buy |
240,386
+6,711
| +3% | +$452K | 0.25% | 81 |
|
|
2022
Q4 | $16.7M | Sell |
233,675
-74,351
| -24% | -$4.97M | 0.28% | 75 |
|
|
2022
Q3 | $20.9M | Buy |
308,026
+3,165
| +1% | +$240K | 0.38% | 50 |
|
|
2022
Q2 | $21.7M | Sell |
304,861
-8,427
| -3% | -$619K | 0.38% | 53 |
|
|
2022
Q1 | $22.7M | Buy |
313,288
+186,648
| +147% | +$12.6M | 0.35% | 55 |
|
|
2021
Q4 | $8.69M | Sell |
126,640
-6,222
| -5% | -$397K | 0.16% | 122 |
|
|
2021
Q3 | $8.23M | Sell |
132,862
-727
| -0.5% | -$46.8K | 0.17% | 117 |
|
|
2021
Q2 | $8.08M | Buy |
133,589
+23,127
| +21% | +$1.48M | 0.17% | 129 |
|
|
2021
Q1 | $6.87M | Buy |
110,462
+10,998
| +11% | +$658K | 0.18% | 112 |
|
|
2020
Q4 | $6.11M | Buy |
99,464
+14,913
| +18% | +$897K | 0.19% | 109 |
|
|
2020
Q3 | $4.58M | Buy |
84,551
+9,518
| +13% | +$509K | 0.19% | 107 |
|
|
2020
Q2 | $3.89M | Sell |
75,033
-28,196
| -27% | -$1.57M | 0.2% | 105 |
|
|
2020
Q1 | $5.99M | Sell |
103,229
-3,030
| -3% | -$192K | 0.27% | 81 |
|
|
2019
Q4 | $6.77M | Sell |
106,259
-4,884
| -4% | -$303K | 0.24% | 90 |
|
|
2019
Q3 | $6.87M | Buy |
111,143
+39,904
| +56% | +$2.31M | 0.25% | 84 |
|
|
2019
Q2 | $3.94M | Buy |
71,239
+5,852
| +9% | +$313K | 0.22% | 96 |
|
|
2019
Q1 | $3.38M | Buy |
65,387
+7,218
| +12% | +$354K | 0.22% | 100 |
|
|
2018
Q4 | $2.56M | Buy |
58,169
+5,375
| +10% | +$244K | 0.21% | 105 |
|
|
2018
Q3 | $2.3M | Buy |
52,794
+7,708
| +17% | +$355K | 0.17% | 128 |
|
|
2018
Q2 | $2.09M | Buy |
45,086
+13,900
| +45% | +$622K | 0.2% | 113 |
|
|
2018
Q1 | $1.39M | Buy |
31,186
+3,086
| +11% | +$137K | 0.2% | 114 |
|
|
2017
Q4 | $1.35M | Buy |
28,100
+209
| +0.7% | +$10.6K | 0.21% | 109 |
|
|
2017
Q3 | $1.37M | Buy |
27,891
+506
| +2% | +$24.5K | 0.23% | 98 |
|
|
2017
Q2 | $1.31M | Buy |
27,385
+7,598
| +38% | +$381K | 0.24% | 100 |
|
|
2017
Q1 | $985K | Buy |
19,787
+7,781
| +65% | +$385K | 0.25% | 96 |
|
|
2016
Q4 | $591K | Buy |
+12,006
| New | +$590K | 0.28% | 93 |
|
Other funds holding SO
IFM Investors's SO Position: Q2 2026 in Review
IFM Investors increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $3.09M and bringing the position to 331,715 shares worth $31.7M. The position accounts for 0.21% of the portfolio, ranked #82.
IFM Investors first reported a position in SO in Q4 2016 and has held it in 39 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- IFM Investors held 331,715 shares of Southern Company worth $31.7M as of Q2 2026.
- IFM Investors bought 32,839 Southern Company shares in Q2 2026, an estimated $3.09M.
- Southern Company made up 0.21% of IFM Investors's portfolio in Q2 2026, its #82 holding.
- IFM Investors first reported a position in Southern Company in Q4 2016 and has held it in 39 quarters since.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.