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Railway Pension Investments’s Southern Company SO Stock Holding History

Railway Pension 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
2025
Q3 		– Sell
-76,200
Closed -$7M – 196
2025
Q2 		$7M Hold
76,200
– – 0.1% 159
2025
Q1 		$7.01M Buy
76,200
+18,500
+32% +$1.6M 0.1% 161
2024
Q4 		$4.75M Hold
57,700
– – 0.06% 175
2024
Q3 		$5.2M Buy
+57,700
New +$4.93M 0.06% 178
2023
Q1 		– Sell
-206,100
Closed -$14.7M – 229
2022
Q4 		$14.7M Hold
206,100
– – 0.15% 129
2022
Q3 		$14M Buy
206,100
+124,200
+152% +$9.41M 0.15% 124
2022
Q2 		$5.84M Sell
81,900
-2,100
-3% -$154K 0.06% 178
2022
Q1 		$6.09M Buy
+84,000
New +$5.69M 0.05% 187
2020
Q4 		– Sell
-259,192
Closed -$14.1M – 281
2020
Q3 		$14.1M Sell
259,192
-215,600
-45% -$11.5M 0.15% 143
2020
Q2 		$24.6M Buy
474,792
+11,500
+2% +$639K 0.28% 87
2020
Q1 		$25.1M Buy
463,292
+20,500
+5% +$1.3M 0.35% 71
2019
Q4 		$28.2M Buy
442,792
+75,700
+21% +$4.69M 0.32% 81
2019
Q3 		$22.7M Buy
367,092
+228,253
+164% +$13.2M 0.28% 91
2019
Q2 		$7.67M Hold
138,839
– – 0.1% 204
2019
Q1 		$7.17M Buy
138,839
+48,137
+53% +$2.36M 0.1% 201
2018
Q4 		$3.98M Buy
+90,702
New +$4.12M 0.08% 253

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Railway Pension Investments's SO Position: Q3 2025 in Review

Railway Pension Investments sold out of Southern Company (SO) in Q3 2025, closing a stake of 76,200 shares — an estimated $7M sold.

Railway Pension Investments first reported a position in SO in Q4 2018 and held it in 16 quarters. The position peaked at $28.2M in Q4 2019. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Railway Pension Investments reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
  • Railway Pension Investments sold 76,200 Southern Company shares in Q3 2025, an estimated $7M.
  • Railway Pension Investments first reported a position in Southern Company in Q4 2018 and held it in 16 quarters.
  • Railway Pension Investments's Southern Company position peaked at $28.2M in Q4 2019.
  • 2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Railway Pension Investments's 13F filing for Q3 2025, filed 22 Oct 2025.