Ohio Public Employees Retirement System (OPERS)’s Southern Company SO Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$43.1M	Buy	446,060 +1,307	+0.3%	+$121K	0.14%	126
2025 Q4	$38.8M	Buy	444,753 +2,489	+0.6%	+$227K	0.12%	136
2025 Q3	$41.9M	Sell	442,264 -9,223	-2%	-$861K	0.13%	123
2025 Q2	$41.5M	Sell	451,487 -3,675	-0.8%	-$330K	0.14%	128
2025 Q1	$41.9M	Sell	455,162 -16,591	-4%	-$1.44M	0.15%	117
2024 Q4	$38.8M	Sell	471,753 -23,607	-5%	-$2.07M	0.13%	134
2024 Q3	$44.7M	Sell	495,360 -5,242	-1%	-$448K	0.19%	104
2024 Q2	$38.8M	Sell	500,602 -21,988	-4%	-$1.67M	0.15%	121
2024 Q1	$37.5M	Sell	522,590 -39,354	-7%	-$2.72M	0.15%	129
2023 Q4	$39.4M	Buy	561,944 +215	+0%	+$14.8K	0.16%	118
2023 Q3	$36.4M	Sell	561,729 -48,610	-8%	-$3.37M	0.16%	121
2023 Q2	$42.9M	Sell	610,339 -37,889	-6%	-$2.72M	0.17%	108
2023 Q1	$45.1M	Sell	648,228 -4,701	-0.7%	-$317K	0.19%	108
2022 Q4	$46.6M	Buy	652,929 +18,559	+3%	+$1.24M	0.2%	102
2022 Q3	$43.1M	Buy	634,370 +4,324	+0.7%	+$328K	0.19%	100
2022 Q2	$44.9M	Buy	630,046 +1,039	+0.2%	+$76.3K	0.19%	106
2022 Q1	$45.6M	Sell	629,007 -20,651	-3%	-$1.4M	0.16%	116
2021 Q4	$44.6M	Sell	649,658 -25,925	-4%	-$1.65M	0.15%	126
2021 Q3	$41.9M	Sell	675,583 -567	-0.1%	-$36.5K	0.15%	126
2021 Q2	$40.9M	Sell	676,150 -2,435	-0.4%	-$156K	0.14%	139
2021 Q1	$42.2M	Buy	678,585 +51,650	+8%	+$3.09M	0.17%	120
2020 Q4	$38.5M	Buy	626,935 +41,105	+7%	+$2.47M	0.17%	114
2020 Q3	$31.8M	Sell	585,830 -4,539	-0.8%	-$243K	0.17%	116
2020 Q2	$30.6M	Sell	590,369 -1,676	-0.3%	-$93.2K	0.17%	116
2020 Q1	$32.1M	Sell	592,045 -58,036	-9%	-$3.68M	0.22%	93
2019 Q4	$41.4M	Buy	650,081 +21,089	+3%	+$1.31M	0.21%	101
2019 Q3	$38.9M	Buy	628,992 +2,424	+0.4%	+$141K	0.21%	102
2019 Q2	$34.6M	Sell	626,568 -51,205	-8%	-$2.74M	0.19%	116
2019 Q1	$35M	Sell	677,773 -31,981	-5%	-$1.57M	0.18%	113
2018 Q4	$31.2M	Buy	709,754 +18,360	+3%	+$835K	0.18%	120
2018 Q3	$30.1M	Sell	691,394 -11,125	-2%	-$513K	0.15%	144
2018 Q2	$32.5M	Buy	702,519 +10,324	+1%	+$462K	0.16%	130
2018 Q1	$30.9M	Sell	692,195 -26,941	-4%	-$1.2M	0.16%	134
2017 Q4	$34.6M	Buy	719,136 +3,191	+0.4%	+$163K	0.17%	128
2017 Q3	$35.2M	Buy	715,945 +5,792	+0.8%	+$281K	0.18%	116
2017 Q2	$34M	Buy	710,153 +1,554	+0.2%	+$77.9K	0.19%	116
2017 Q1	$35.3M	Buy	708,599 +32,448	+5%	+$1.6M	0.2%	102
2016 Q4	$33.1M	Buy	676,151 +7,111	+1%	+$349K	0.19%	114
2016 Q3	$34.3M	Hold	669,040	–	–	0.21%	95
2016 Q2	$35.9M	Buy	669,040 +24,889	+4%	+$1.25M	0.23%	94
2016 Q1	$33.3M	Sell	644,151 -46,860	-7%	-$2.28M	0.22%	97
2015 Q4	$32.3M	Sell	691,011 -490	-0.1%	-$22.2K	0.2%	115
2015 Q3	$30.9M	Buy	691,501 +2,304	+0.3%	+$101K	0.2%	113
2015 Q2	$28.9M	Buy	689,197 +13,785	+2%	+$601K	0.17%	142
2015 Q1	$29.9M	Buy	675,412 +1,872	+0.3%	+$88.9K	0.17%	135
2014 Q4	$33.1M	Sell	673,540 -409	-0.1%	-$19.3K	0.19%	122
2014 Q3	$29.4M	Sell	673,949 -8,233	-1%	-$362K	0.17%	125
2014 Q2	$31M	Buy	682,182 +3,076	+0.5%	+$136K	0.17%	133
2014 Q1	$29.8M	Sell	679,106 -31,360	-4%	-$1.31M	0.17%	134
2013 Q4	$29.2M	Hold	710,466	–	–	0.16%	147
2013 Q3	$29.3M	Sell	710,466 -23,136	-3%	-$997K	0.16%	146
2013 Q2	$32.4M	Buy	+733,602	New	+$33.7M	0.18%	118

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s SO Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its Southern Company (SO) stake by 0.29% in Q1 2026, buying an estimated $121K and bringing the position to 446,060 shares worth $43.1M. The position accounts for 0.14% of the portfolio, ranked #126.

Ohio Public Employees Retirement System (OPERS) first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.6M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Ohio Public Employees Retirement System (OPERS) held 446,060 shares of Southern Company worth $43.1M as of Q1 2026.
Ohio Public Employees Retirement System (OPERS) bought 1,307 Southern Company shares in Q1 2026, an estimated $121K.
Southern Company made up 0.14% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #126 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Ohio Public Employees Retirement System (OPERS)'s Southern Company position peaked at $46.6M in Q4 2022.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.