Korea Investment Corp’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 | $72.4M | Sell |
756,114
-83,908
| -10% | -$7.9M | 0.14% | 130 |
|
|
2026
Q1 | $81.1M | Sell |
840,022
-82,539
| -9% | -$7.64M | 0.17% | 110 |
|
|
2025
Q4 | $80.4M | Buy |
922,561
+62,419
| +7% | +$5.7M | 0.16% | 115 |
|
|
2025
Q3 | $81.5M | Buy |
860,142
+3,296
| +0.4% | +$308K | 0.17% | 112 |
|
|
2025
Q2 | $78.7M | Sell |
856,846
-20,248
| -2% | -$1.82M | 0.18% | 114 |
|
|
2025
Q1 | $80.6M | Buy |
877,094
+32,536
| +4% | +$2.82M | 0.2% | 97 |
|
|
2024
Q4 | $69.5M | Buy |
844,558
+33,847
| +4% | +$2.97M | 0.16% | 110 |
|
|
2024
Q3 | $73.1M | Buy |
810,711
+31,507
| +4% | +$2.69M | 0.17% | 126 |
|
|
2024
Q2 | $60.4M | Sell |
779,204
-60,590
| -7% | -$4.59M | 0.15% | 125 |
|
|
2024
Q1 | $60.2M | Buy |
839,794
+416,329
| +98% | +$28.7M | 0.15% | 139 |
|
|
2023
Q4 | $29.7M | Sell |
423,465
-240,802
| -36% | -$16.5M | 0.08% | 247 |
|
|
2023
Q3 | $43M | Sell |
664,267
-24,288
| -4% | -$1.69M | 0.13% | 179 |
|
|
2023
Q2 | $48.4M | Sell |
688,555
-273,103
| -28% | -$19.6M | 0.14% | 172 |
|
|
2023
Q1 | $66.9M | Sell |
961,658
-79,379
| -8% | -$5.34M | 0.19% | 123 |
|
|
2022
Q4 | $74.3M | Buy |
1,041,037
+11,971
| +1% | +$800K | 0.23% | 107 |
|
|
2022
Q3 | $70M | Buy |
1,029,066
+127,464
| +14% | +$9.66M | 0.22% | 115 |
|
|
2022
Q2 | $64.3M | Buy |
901,602
+163,702
| +22% | +$12M | 0.2% | 126 |
|
|
2022
Q1 | $53.5M | Buy |
737,900
+93,600
| +15% | +$6.34M | 0.13% | 177 |
|
|
2021
Q4 | $44.2M | Buy |
644,300
+375,700
| +140% | +$24M | 0.11% | 196 |
|
|
2021
Q3 | $16.6M | Sell |
268,600
-420,272
| -61% | -$27.1M | 0.05% | 280 |
|
|
2021
Q2 | $41.7M | Buy |
688,872
+72,578
| +12% | +$4.64M | 0.12% | 188 |
|
|
2021
Q1 | $38.3M | Buy |
616,294
+2,482
| +0.4% | +$149K | 0.12% | 182 |
|
|
2020
Q4 | $37.7M | Sell |
613,812
-215,892
| -26% | -$13M | 0.11% | 191 |
|
|
2020
Q3 | $45M | Sell |
829,704
-53,300
| -6% | -$2.85M | 0.16% | 169 |
|
|
2020
Q2 | $45.8M | Sell |
883,004
-56,100
| -6% | -$3.12M | 0.17% | 160 |
|
|
2020
Q1 | $50.8M | Sell |
939,104
-125,500
| -12% | -$7.95M | 0.22% | 125 |
|
|
2019
Q4 | $67.8M | Buy |
1,064,604
+140,600
| +15% | +$8.71M | 0.25% | 106 |
|
|
2019
Q3 | $57.1M | Buy |
924,004
+384,800
| +71% | +$22.3M | 0.24% | 109 |
|
|
2019
Q2 | $29.8M | Sell |
539,204
-82,200
| -13% | -$4.4M | 0.13% | 195 |
|
|
2019
Q1 | $32.1M | Sell |
621,404
-55,840
| -8% | -$2.74M | 0.14% | 172 |
|
|
2018
Q4 | $29.7M | Buy |
677,244
+95,700
| +16% | +$4.35M | 0.16% | 156 |
|
|
2018
Q3 | $25.4M | Buy |
581,544
+214,538
| +58% | +$9.89M | 0.12% | 208 |
|
|
2018
Q2 | $17M | Buy |
367,006
+88,300
| +32% | +$3.95M | 0.08% | 262 |
|
|
2018
Q1 | $12.4M | Sell |
278,706
-31,496
| -10% | -$1.4M | 0.06% | 293 |
|
|
2017
Q4 | $14.9M | Buy |
310,202
+51,900
| +20% | +$2.64M | 0.07% | 274 |
|
|
2017
Q3 | $12.7M | Sell |
258,302
-47,300
| -15% | -$2.29M | 0.06% | 288 |
|
|
2017
Q2 | $14.6M | Buy |
305,602
+76,547
| +33% | +$3.84M | 0.07% | 264 |
|
|
2017
Q1 | $11.4M | Sell |
229,055
-204,100
| -47% | -$10.1M | 0.06% | 299 |
|
|
2016
Q4 | $21.3M | Buy |
433,155
+52,255
| +14% | +$2.57M | 0.1% | 192 |
|
|
2016
Q3 | $19.5M | Buy |
380,900
+68,400
| +22% | +$3.6M | 0.1% | 205 |
|
|
2016
Q2 | $16.8M | Buy |
312,500
+56,600
| +22% | +$2.85M | 0.1% | 214 |
|
|
2016
Q1 | $13.2M | Buy |
255,900
+17,300
| +7% | +$843K | 0.1% | 214 |
|
|
2015
Q4 | $11.2M | Buy |
238,600
+2,300
| +1% | +$104K | 0.08% | 235 |
|
|
2015
Q3 | $10.6M | Buy |
236,300
+79,600
| +51% | +$3.49M | 0.08% | 235 |
|
|
2015
Q2 | $6.57M | Hold |
156,700
| – | – | 0.06% | 330 |
|
|
2015
Q1 | $6.94M | Buy |
156,700
+48,500
| +45% | +$2.3M | 0.05% | 320 |
|
|
2014
Q4 | $5.31M | Sell |
108,200
-49,600
| -31% | -$2.34M | 0.04% | 322 |
|
|
2014
Q3 | $6.89M | Sell |
157,800
-102,700
| -39% | -$4.51M | 0.06% | 294 |
|
|
2014
Q2 | $11.8M | Buy |
260,500
+6,400
| +3% | +$283K | 0.1% | 214 |
|
|
2014
Q1 | $11.2M | Sell |
254,100
-42,500
| -14% | -$1.78M | 0.1% | 231 |
|
|
2013
Q4 | $12.2M | Sell |
296,600
-20,000
| -6% | -$825K | 0.12% | 195 |
|
|
2013
Q3 | $13M | Buy |
316,600
+73,000
| +30% | +$3.14M | 0.14% | 168 |
|
|
2013
Q2 | $10.8M | Buy |
+243,600
| New | +$11.2M | 0.13% | 168 |
|
Other funds holding SO
Korea Investment Corp's SO Position: Q2 2026 in Review
Korea Investment Corp reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $7.9M and leaving 756,114 shares worth $72.4M. The position accounts for 0.14% of the portfolio, ranked #130.
Korea Investment Corp first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $81.5M in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Korea Investment Corp held 756,114 shares of Southern Company worth $72.4M as of Q2 2026.
- Korea Investment Corp sold 83,908 Southern Company shares in Q2 2026, an estimated $7.9M.
- Southern Company made up 0.14% of Korea Investment Corp's portfolio in Q2 2026, its #130 holding.
- Korea Investment Corp first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Korea Investment Corp's Southern Company position peaked at $81.5M in Q3 2025.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Korea Investment Corp's 13F filing for Q2 2026, filed 12 Aug 2026.