Retirement Systems of Alabama
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Retirement Systems of Alabama’s Southern Company SO Stock Holding History

Retirement Systems of Alabama’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
Q2 		$22.7M Buy
236,820
+2,992
+1% +$282K 0.07% 255
2026
Q1 		$22.6M Sell
233,828
-415
-0.2% -$38.4K 0.08% 253
2025
Q4 		$20.4M Sell
234,243
-416
-0.2% -$38K 0.07% 285
2025
Q3 		$22.2M Sell
234,659
-1,178
-0.5% -$110K 0.07% 252
2025
Q2 		$21.7M Buy
235,837
+387
+0.2% +$34.8K 0.08% 246
2025
Q1 		$21.6M Sell
235,450
-1,776
-0.7% -$154K 0.08% 241
2024
Q4 		$19.5M Sell
237,226
-1,570
-0.7% -$138K 0.07% 278
2024
Q3 		$21.5M Sell
238,796
-2,402
-1% -$205K 0.08% 259
2024
Q2 		$18.7M Buy
241,198
+482
+0.2% +$36.5K 0.07% 272
2024
Q1 		$17.3M Buy
240,716
+354
+0.1% +$24.4K 0.07% 312
2023
Q4 		$16.9M Sell
240,362
-6,222
-3% -$427K 0.07% 286
2023
Q3 		$16M Sell
246,584
-1,238
-0.5% -$85.9K 0.07% 276
2023
Q2 		$17.4M Sell
247,822
-73,960
-23% -$5.3M 0.08% 260
2023
Q1 		$22.4M Sell
321,782
-26,987
-8% -$1.82M 0.1% 197
2022
Q4 		$24.9M Sell
348,769
-4,305
-1% -$288K 0.11% 184
2022
Q3 		$24M Buy
353,074
+837
+0.2% +$63.4K 0.11% 180
2022
Q2 		$25.1M Buy
352,237
+1,093
+0.3% +$80.3K 0.11% 185
2022
Q1 		$25.5M Sell
351,144
-19
-0% -$1.29K 0.09% 205
2021
Q4 		$24.1M Sell
351,163
-12,448
-3% -$794K 0.08% 221
2021
Q3 		$22.5M Sell
363,611
-23,638
-6% -$1.52M 0.08% 230
2021
Q2 		$23.4M Sell
387,249
-6,854
-2% -$438K 0.08% 232
2021
Q1 		$24.5M Sell
394,103
-30,191
-7% -$1.81M 0.09% 222
2020
Q4 		$26.1M Sell
424,294
-1,376
-0.3% -$82.7K 0.1% 193
2020
Q3 		$23.1M Sell
425,670
-25,826
-6% -$1.38M 0.11% 183
2020
Q2 		$23.4M Sell
451,496
-9,523
-2% -$529K 0.11% 177
2020
Q1 		$25M Buy
461,019
+109
+0% +$6.91K 0.14% 138
2019
Q4 		$29.4M Buy
460,910
+3,187
+0.7% +$197K 0.13% 152
2019
Q3 		$28.3M Sell
457,723
-27,657
-6% -$1.6M 0.14% 149
2019
Q2 		$26.8M Buy
485,380
+3,642
+0.8% +$195K 0.13% 159
2019
Q1 		$24.9M Buy
481,738
+14,060
+3% +$689K 0.12% 164
2018
Q4 		$20.5M Hold
467,678
– – 0.11% 173
2018
Q3 		$20.4M Sell
467,678
-6,554
-1% -$302K 0.1% 209
2018
Q2 		$22M Sell
474,232
-7,382
-2% -$330K 0.11% 187
2018
Q1 		$21.5M Sell
481,614
-4,756
-1% -$211K 0.11% 187
2017
Q4 		$23.4M Buy
486,370
+1,473
+0.3% +$75.1K 0.11% 177
2017
Q3 		$23.8M Buy
484,897
+2,661
+0.6% +$129K 0.12% 152
2017
Q2 		$23.1M Sell
482,236
-90,298
-16% -$4.53M 0.12% 166
2017
Q1 		$28.5M Buy
572,534
+15,606
+3% +$771K 0.16% 139
2016
Q4 		$27.4M Sell
556,928
-24,254
-4% -$1.19M 0.16% 136
2016
Q3 		$29.8M Buy
581,182
+19,136
+3% +$1.01M 0.17% 118
2016
Q2 		$30.1M Buy
562,046
+19,074
+4% +$959K 0.18% 110
2016
Q1 		$28.1M Sell
542,972
-18,624
-3% -$907K 0.17% 128
2015
Q4 		$26.3M Sell
561,596
-392,595
-41% -$17.8M 0.15% 133
2015
Q3 		$42.7M Buy
954,191
+36,244
+4% +$1.59M 0.26% 78
2015
Q2 		$38.5M Sell
917,947
-52,775
-5% -$2.3M 0.21% 100
2015
Q1 		$43M Buy
970,722
+29,628
+3% +$1.41M 0.23% 88
2014
Q4 		$46.2M Buy
941,094
+396,117
+73% +$18.7M 0.25% 89
2014
Q3 		$23.8M Buy
544,977
+12,454
+2% +$547K 0.13% 170
2014
Q2 		$24.2M Sell
532,523
-3,290
-0.6% -$145K 0.13% 164
2014
Q1 		$23.5M Buy
535,813
+15,116
+3% +$634K 0.14% 157
2013
Q4 		$21.4M Buy
520,697
+586
+0.1% +$24.2K 0.13% 167
2013
Q3 		$21.4M Buy
520,111
+6,541
+1% +$282K 0.14% 149
2013
Q2 		$22.7M Buy
+513,570
New +$23.6M 0.15% 133

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Retirement Systems of Alabama's SO Position: Q2 2026 in Review

Retirement Systems of Alabama increased its Southern Company (SO) stake by 1.3% in Q2 2026, buying an estimated $282K and bringing the position to 236,820 shares worth $22.7M. The position accounts for 0.07% of the portfolio, ranked #255.

Retirement Systems of Alabama first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.2M in Q4 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Retirement Systems of Alabama held 236,820 shares of Southern Company worth $22.7M as of Q2 2026.
  • Retirement Systems of Alabama bought 2,992 Southern Company shares in Q2 2026, an estimated $282K.
  • Southern Company made up 0.07% of Retirement Systems of Alabama's portfolio in Q2 2026, its #255 holding.
  • Retirement Systems of Alabama first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Retirement Systems of Alabama's Southern Company position peaked at $46.2M in Q4 2014.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.