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Maryland State Retirement & Pension System’s Southern Company SO Stock Holding History

Maryland State Retirement & Pension 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
Q1 		$5.33M Buy
55,213
+475
+0.9% +$43.9K 0.11% 157
2025
Q4 		$4.77M Hold
54,738
– – 0.1% 171
2025
Q3 		$5.19M Buy
54,738
+1,181
+2% +$110K 0.11% 160
2025
Q2 		$4.92M Buy
53,557
+2,350
+5% +$211K 0.11% 156
2025
Q1 		$4.71M Sell
51,207
-7,492
-13% -$649K 0.11% 152
2024
Q4 		$4.83M Sell
58,699
-4,456
-7% -$391K 0.1% 152
2024
Q3 		$5.7M Sell
63,155
-21,677
-26% -$1.85M 0.12% 147
2024
Q2 		$6.58M Hold
84,832
– – 0.12% 146
2024
Q1 		$5.86M Hold
84,832
– – 0.12% 152
2023
Q4 		$5.95M Buy
84,832
+903
+1% +$62K 0.12% 141
2023
Q3 		$5.43M Buy
83,929
+685
+0.8% +$47.5K 0.12% 144
2023
Q2 		$5.85M Sell
83,244
-2,840
-3% -$204K 0.12% 137
2023
Q1 		$5.99M Buy
86,084
+508
+0.6% +$34.2K 0.13% 130
2022
Q4 		$6.11M Buy
+85,576
New +$5.72M 0.18% 118
2022
Q3 		– Sell
-81,876
Closed -$5.84M – 1189
2022
Q2 		$5.84M Hold
81,876
– – 0.19% 90
2022
Q1 		$5.94M Buy
81,876
+1,198
+1% +$81.1K 0.16% 101
2021
Q4 		$5.53M Hold
80,678
– – 0.14% 118
2021
Q3 		$5.06M Buy
80,678
+1,382
+2% +$89K 0.14% 119
2021
Q2 		$4.89M Sell
79,296
-1,609
-2% -$103K 0.16% 126
2021
Q1 		$5.03M Buy
80,905
+63,805
+373% +$3.82M 0.17% 119
2020
Q4 		$1M Buy
+17,100
New +$1.03M 0.19% 115

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Maryland State Retirement & Pension System's SO Position: Q1 2026 in Review

Maryland State Retirement & Pension System increased its Southern Company (SO) stake by 0.87% in Q1 2026, buying an estimated $43.9K and bringing the position to 55,213 shares worth $5.33M. The position accounts for 0.11% of the portfolio, ranked #157.

Maryland State Retirement & Pension System first reported a position in SO in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.58M in Q2 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Maryland State Retirement & Pension System held 55,213 shares of Southern Company worth $5.33M as of Q1 2026.
  • Maryland State Retirement & Pension System bought 475 Southern Company shares in Q1 2026, an estimated $43.9K.
  • Southern Company made up 0.11% of Maryland State Retirement & Pension System's portfolio in Q1 2026, its #157 holding.
  • Maryland State Retirement & Pension System first reported a position in Southern Company in Q4 2020 and has held it in 21 quarters since.
  • Maryland State Retirement & Pension System's Southern Company position peaked at $6.58M in Q2 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Maryland State Retirement & Pension System's 13F filing for Q1 2026, filed 4 May 2026.