LSERS
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Louisiana State Employees Retirement System’s Southern Company SO Stock Holding History

Louisiana State Employees Retirement System’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 		$5.51M Buy
57,600
+1,500
+3% +$141K 0.08% 172
2026
Q1 		$5.41M Sell
56,100
-100
-0.2% -$9.25K 0.09% 160
2025
Q4 		$4.9M Sell
56,200
-1,500
-3% -$137K 0.08% 170
2025
Q3 		$5.47M Sell
57,700
-300
-0.5% -$28K 0.09% 154
2025
Q2 		$5.33M Sell
58,000
-900
-2% -$80.8K 0.1% 144
2025
Q1 		$5.42M Hold
58,900
– – 0.11% 135
2024
Q4 		$4.85M Sell
58,900
-2,700
-4% -$237K 0.09% 148
2024
Q3 		$5.56M Sell
61,600
-300
-0.5% -$25.6K 0.1% 135
2024
Q2 		$4.8M Sell
61,900
-1,600
-3% -$121K 0.09% 152
2024
Q1 		$4.56M Sell
63,500
-2,400
-4% -$166K 0.09% 163
2023
Q4 		$4.62M Sell
65,900
-1,700
-3% -$117K 0.1% 155
2023
Q3 		$4.38M Buy
67,600
+100
+0.1% +$6.94K 0.1% 155
2023
Q2 		$4.74M Sell
67,500
-3,300
-5% -$237K 0.11% 136
2023
Q1 		$4.93M Buy
70,800
+500
+0.7% +$33.7K 0.12% 125
2022
Q4 		$5.02M Buy
70,300
+2,300
+3% +$154K 0.14% 116
2022
Q3 		$4.62M Buy
68,000
+700
+1% +$53K 0.14% 114
2022
Q2 		$4.83M Buy
67,300
+400
+0.6% +$29.4K 0.13% 118
2022
Q1 		$5.12M Buy
66,900
+500
+0.8% +$33.9K 0.12% 127
2021
Q4 		$4.55M Buy
66,400
+500
+0.8% +$31.9K 0.1% 151
2021
Q3 		$4.08M Sell
65,900
-100
-0.2% -$6.44K 0.1% 152
2021
Q2 		$3.99M Buy
66,000
+500
+0.8% +$32K 0.1% 162
2021
Q1 		$4.07M Sell
65,500
-100
-0.2% -$5.99K 0.11% 144
2020
Q4 		$4.03M Buy
65,600
+12,000
+22% +$721K 0.12% 130
2020
Q3 		$2.91M Buy
53,600
+8,200
+18% +$438K 0.13% 120
2020
Q2 		$2.35M Buy
45,400
+800
+2% +$44.5K 0.14% 126
2020
Q1 		$2.42M Sell
44,600
-5,200
-10% -$329K 0.18% 100
2019
Q4 		$3.17M Sell
49,800
-500
-1% -$31K 0.16% 95
2019
Q3 		$3.11M Sell
50,300
-1,900
-4% -$110K 0.16% 91
2019
Q2 		$2.91M Sell
52,200
-2,400
-4% -$128K 0.15% 105
2019
Q1 		$2.82M Buy
54,600
+600
+1% +$29.4K 0.14% 106
2018
Q4 		$2.37M Sell
54,000
-5,300
-9% -$241K 0.13% 116
2018
Q3 		$2.58M Sell
59,300
-200
-0.3% -$9.22K 0.11% 155
2018
Q2 		$2.75M Sell
59,500
-2,100
-3% -$94K 0.12% 125
2018
Q1 		$2.75M Buy
61,600
+800
+1% +$35.5K 0.13% 129
2017
Q4 		$2.92M Sell
60,800
-1,600
-3% -$81.5K 0.13% 125
2017
Q3 		$3.07M Buy
62,400
+700
+1% +$33.9K 0.14% 111
2017
Q2 		$2.95M Buy
61,700
+800
+1% +$40.1K 0.15% 110
2017
Q1 		$3.03M Sell
60,900
-700
-1% -$34.6K 0.15% 102
2016
Q4 		$3.03M Sell
61,600
-700
-1% -$34.4K 0.16% 99
2016
Q3 		$3.2M Buy
62,300
+700
+1% +$36.9K 0.17% 89
2016
Q2 		$3.3M Buy
61,600
+500
+0.8% +$25.1K 0.17% 89
2016
Q1 		$3.16M Sell
61,100
-2,600
-4% -$127K 0.16% 94
2015
Q4 		$2.98M Sell
63,700
-2,600
-4% -$118K 0.15% 106
2015
Q3 		$2.96M Buy
66,300
+100
+0.2% +$4.39K 0.15% 103
2015
Q2 		$2.77M Buy
66,200
+600
+0.9% +$26.1K 0.13% 128
2015
Q1 		$2.9M Sell
65,600
-2,100
-3% -$99.8K 0.14% 116
2014
Q4 		$3.33M Sell
67,700
-1,100
-2% -$51.9K 0.15% 110
2014
Q3 		$3M Sell
68,800
-1,100
-2% -$48.3K 0.14% 117
2014
Q2 		$3.17M Sell
69,900
-500
-0.7% -$22.1K 0.15% 112
2014
Q1 		$3.09M Sell
70,400
-600
-0.8% -$25.1K 0.15% 108
2013
Q4 		$2.92M Buy
+71,000
New +$2.93M 0.14% 118

Other funds holding SO

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Louisiana State Employees Retirement System's SO Position: Q2 2026 in Review

Louisiana State Employees Retirement System increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $141K and bringing the position to 57,600 shares worth $5.51M. The position accounts for 0.08% of the portfolio, ranked #172.

Louisiana State Employees Retirement System first reported a position in SO in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.56M in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Louisiana State Employees Retirement System held 57,600 shares of Southern Company worth $5.51M as of Q2 2026.
  • Louisiana State Employees Retirement System bought 1,500 Southern Company shares in Q2 2026, an estimated $141K.
  • Southern Company made up 0.08% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #172 holding.
  • Louisiana State Employees Retirement System first reported a position in Southern Company in Q4 2013 and has held it in 51 quarters since.
  • Louisiana State Employees Retirement System's Southern Company position peaked at $5.56M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.