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PineBridge Investments’s Southern Company SO Stock Holding History

PineBridge Investments’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 		$1.45M Sell
15,013
-33,361
-69% -$3.09M 0.01% 348
2025
Q4 		$4.22M Buy
+48,374
New +$4.42M 0.03% 277
2023
Q3 		– Sell
-4,879
Closed -$343K – 945
2023
Q2 		$343K Buy
4,879
+4,513
+1,233% +$324K ﹤0.01% 520
2023
Q1 		$25.5K Sell
366
-1,335
-78% -$89.9K ﹤0.01% 669
2022
Q4 		$121K Buy
1,701
+105
+7% +$7.02K ﹤0.01% 503
2022
Q3 		$109K Sell
1,596
-18
-1% -$1.36K ﹤0.01% 511
2022
Q2 		$115K Sell
1,614
-10,983
-87% -$806K ﹤0.01% 509
2022
Q1 		$913K Buy
12,597
+9,572
+316% +$648K 0.01% 472
2021
Q4 		$207K Buy
3,025
+1,764
+140% +$112K ﹤0.01% 581
2021
Q3 		$78K Sell
1,261
-1,748
-58% -$113K ﹤0.01% 559
2021
Q2 		$182K Buy
3,009
+60
+2% +$3.84K ﹤0.01% 581
2021
Q1 		$183K Sell
2,949
-71,746
-96% -$4.3M ﹤0.01% 571
2020
Q4 		$4.59M Sell
74,695
-95,161
-56% -$5.72M 0.07% 281
2020
Q3 		$9.21M Buy
169,856
+82,878
+95% +$4.43M 0.16% 151
2020
Q2 		$4.51M Buy
86,978
+43,542
+100% +$2.42M 0.09% 238
2020
Q1 		$2.35M Buy
43,436
+5,648
+15% +$358K 0.06% 295
2019
Q4 		$2.41M Sell
37,788
-7,266
-16% -$450K 0.04% 350
2019
Q3 		$2.78M Sell
45,054
-5,837
-11% -$338K 0.05% 331
2019
Q2 		$2.81M Sell
50,891
-42,560
-46% -$2.28M 0.05% 301
2019
Q1 		$4.83M Sell
93,451
-90,017
-49% -$4.41M 0.1% 216
2018
Q4 		$8.06M Buy
183,468
+60,945
+50% +$2.77M 0.18% 153
2018
Q3 		$5.34M Buy
+122,523
New +$5.65M 0.1% 202
2018
Q1 		– Sell
-7,295
Closed -$351K – 1162
2017
Q4 		$351K Sell
7,295
-516
-7% -$26.3K 0.01% 859
2017
Q3 		$384K Sell
7,811
-633
-7% -$30.7K 0.01% 736
2017
Q2 		$404K Buy
+8,444
New +$423K 0.01% 685
2016
Q3 		– Sell
-1,581
Closed -$85K – 1168
2016
Q2 		$85K Buy
+1,581
New +$79.5K ﹤0.01% 829

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

PineBridge Investments's SO Position: Q1 2026 in Review

PineBridge Investments reduced its Southern Company (SO) stake by 69% in Q1 2026, selling an estimated $3.09M and leaving 15,013 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #348.

PineBridge Investments first reported a position in SO in Q2 2016 and has held it in 26 quarters since. The position peaked at $9.21M in Q3 2020. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • PineBridge Investments held 15,013 shares of Southern Company worth $1.45M as of Q1 2026.
  • PineBridge Investments sold 33,361 Southern Company shares in Q1 2026, an estimated $3.09M.
  • Southern Company made up 0.01% of PineBridge Investments's portfolio in Q1 2026, its #348 holding.
  • PineBridge Investments first reported a position in Southern Company in Q2 2016 and has held it in 26 quarters since.
  • PineBridge Investments's Southern Company position peaked at $9.21M in Q3 2020.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.