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

Ilmarinen 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
2025 Q4	–	Sell	-259,000	Closed	-$24.5M	–	349
2025 Q3	$24.5M	Buy	259,000 +31,000	+14%	+$2.89M	0.18%	65
2025 Q2	$20.9M	Buy	228,000 +18,000	+9%	+$1.62M	0.17%	73
2025 Q1	$19.3M	Buy	210,000 +53,000	+34%	+$4.59M	0.17%	73
2024 Q4	$12.9M	Buy	157,000 +45,500	+41%	+$3.99M	0.11%	108
2024 Q3	$10.1M	Hold	111,500	–	–	0.11%	99
2024 Q2	$8.65M	Sell	111,500 -5,500	-5%	-$417K	0.1%	100
2024 Q1	$8.39M	Sell	117,000 -59,500	-34%	-$4.11M	0.1%	110
2023 Q4	$12.4M	Buy	176,500 +10,500	+6%	+$721K	0.17%	69
2023 Q3	$10.7M	Buy	166,000 +125,000	+305%	+$8.68M	0.14%	80
2023 Q2	$2.88M	Buy	+41,000	New	+$2.94M	0.04%	231
2023 Q1	–	Sell	-58,000	Closed	-$4.14M	–	273
2022 Q4	$4.14M	Buy	+58,000	New	+$3.88M	0.06%	172
2020 Q4	–	Sell	-115,000	Closed	-$6.24M	–	249
2020 Q3	$6.24M	Sell	115,000 -2,000	-2%	-$107K	0.08%	112
2020 Q2	$6.07M	Sell	117,000 -15,000	-11%	-$834K	0.09%	113
2020 Q1	$7.15M	Sell	132,000 -13,000	-9%	-$824K	0.14%	77
2019 Q4	$9.24M	Buy	145,000 +23,000	+19%	+$1.43M	0.15%	78
2019 Q3	$7.54M	Buy	+122,000	New	+$7.07M	0.14%	87

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance's SO Position: Q4 2025 in Review

Ilmarinen Mutual Pension Insurance sold out of Southern Company (SO) in Q4 2025, closing a stake of 259,000 shares — an estimated $24.5M sold.

Ilmarinen Mutual Pension Insurance first reported a position in SO in Q3 2019 and held it in 16 quarters. The position peaked at $24.5M in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Ilmarinen Mutual Pension Insurance reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Ilmarinen Mutual Pension Insurance sold 259,000 Southern Company shares in Q4 2025, an estimated $24.5M.
Ilmarinen Mutual Pension Insurance first reported a position in Southern Company in Q3 2019 and held it in 16 quarters.
Ilmarinen Mutual Pension Insurance's Southern Company position peaked at $24.5M in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q4 2025, filed 10 Feb 2026.