Public Sector Pension Investment Board (PSP Investments)
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Public Sector Pension Investment Board (PSP Investments)’s Southern Company SO Stock Holding History

Public Sector Pension Investment Board (PSP 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
2018
Q2 		– Sell
-300,000
Closed -$13.4M – 1450
2018
Q1 		$13.4M Hold
300,000
– – 0.09% 174
2017
Q4 		$14.4M Hold
300,000
– – 0.09% 199
2017
Q3 		$14.7M Hold
300,000
– – 0.06% 192
2017
Q2 		$14.4M Buy
+300,000
New +$15M 0.12% 149

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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

Public Sector Pension Investment Board (PSP Investments)'s SO Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Southern Company (SO) stake by 12% in Q1 2026, buying an estimated $3.05M and bringing the position to 313,346 shares worth $30.2M. The position accounts for 0.09% of the portfolio, ranked #141.

Public Sector Pension Investment Board (PSP Investments) first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $33M in Q2 2020. 2,355 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 313,346 shares of Southern Company worth $30.2M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) bought 32,931 Southern Company shares in Q1 2026, an estimated $3.05M.
  • Southern Company made up 0.09% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #141 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Public Sector Pension Investment Board (PSP Investments)'s Southern Company position peaked at $33M in Q2 2020.
  • 2,355 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.