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
2017
Q4 		– Sell
-500,000
Closed -$24.6M – 1484
2017
Q3 		$24.6M Hold
500,000
– – 0.11% 126
2017
Q2 		$23.9M Buy
+500,000
New +$25.1M 0.2% 88

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s SO Position: Q2 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $801K and bringing the position to 321,853 shares worth $30.8M. The position accounts for 0.08% of the portfolio, ranked #181.

Public Sector Pension Investment Board (PSP Investments) first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $33M in Q2 2020. 1,940 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 321,853 shares of Southern Company worth $30.8M as of Q2 2026.
  • Public Sector Pension Investment Board (PSP Investments) bought 8,507 Southern Company shares in Q2 2026, an estimated $801K.
  • Southern Company made up 0.08% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q2 2026, its #181 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Public Sector Pension Investment Board (PSP Investments)'s Southern Company position peaked at $33M in Q2 2020.
  • 1,940 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q2 2026, filed 13 Aug 2026.