Robeco Institutional Asset Management
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Robeco Institutional Asset Management’s Southern Company SO Stock Holding History

Robeco Institutional Asset Management’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 		– Sell
-9,676
Closed -$934K – 888
2026
Q1 		$934K Buy
+9,676
New +$895K ﹤0.01% 745
2025
Q3 		– Sell
-88,418
Closed -$8.12M – 896
2025
Q2 		$8.12M Sell
88,418
-115,837
-57% -$10.4M 0.01% 485
2025
Q1 		$18.8M Buy
204,255
+39,990
+24% +$3.46M 0.04% 346
2024
Q4 		$13.5M Buy
164,265
+25,818
+19% +$2.27M 0.03% 394
2024
Q3 		$12.5M Buy
138,447
+33,266
+32% +$2.84M 0.02% 404
2024
Q2 		$8.16M Sell
105,181
-6,069
-5% -$460K 0.02% 456
2024
Q1 		$7.98M Sell
111,250
-19,750
-15% -$1.36M 0.02% 469
2023
Q4 		$9.19M Sell
131,000
-5,961
-4% -$409K 0.02% 459
2023
Q3 		$8.86M Buy
136,961
+72,598
+113% +$5.04M 0.02% 451
2023
Q2 		$4.52M Buy
64,363
+43,227
+205% +$3.1M 0.01% 568
2023
Q1 		$1.47M Sell
21,136
-155,024
-88% -$10.4M ﹤0.01% 726
2022
Q4 		$12.6M Sell
176,160
-140,651
-44% -$9.4M 0.04% 388
2022
Q3 		$21.5M Buy
316,811
+21,193
+7% +$1.61M 0.07% 251
2022
Q2 		$21.1M Sell
295,618
-14,500
-5% -$1.06M 0.07% 267
2022
Q1 		$22.5M Sell
310,118
-5,101
-2% -$345K 0.05% 318
2021
Q4 		$21.6M Sell
315,219
-34,751
-10% -$2.22M 0.05% 329
2021
Q3 		$21.7M Sell
349,970
-76,405
-18% -$4.92M 0.05% 341
2021
Q2 		$25.8M Buy
426,375
+34,633
+9% +$2.21M 0.06% 317
2021
Q1 		$24.4M Sell
391,742
-170,179
-30% -$10.2M 0.06% 312
2020
Q4 		$34.5M Sell
561,921
-213,638
-28% -$12.8M 0.09% 237
2020
Q3 		$42.1M Sell
775,559
-365,755
-32% -$19.5M 0.13% 180
2020
Q2 		$59.2M Sell
1,141,314
-351,939
-24% -$19.6M 0.2% 124
2020
Q1 		$80.8M Buy
1,493,253
+56,816
+4% +$3.6M 0.32% 73
2019
Q4 		$91.5M Buy
1,436,437
+343,435
+31% +$21.3M 0.29% 84
2019
Q3 		$67.5M Buy
1,093,002
+170,174
+18% +$9.86M 0.24% 118
2019
Q2 		$51M Sell
922,828
-60,634
-6% -$3.25M 0.18% 157
2019
Q1 		$50.8M Buy
983,462
+61,279
+7% +$3M 0.19% 150
2018
Q4 		$40.5M Buy
922,183
+45,206
+5% +$2.06M 0.18% 159
2018
Q3 		$38.2M Buy
876,977
+75,812
+9% +$3.49M 0.15% 182
2018
Q2 		$37.1M Sell
801,165
-4,402
-0.5% -$197K 0.17% 159
2018
Q1 		$36M Sell
805,567
-1,044
-0.1% -$46.3K 0.17% 163
2017
Q4 		$38.8M Sell
806,611
-27,253
-3% -$1.39M 0.2% 136
2017
Q3 		$41M Sell
833,864
-328,329
-28% -$15.9M 0.25% 112
2017
Q2 		$55.6M Sell
1,162,193
-307,968
-21% -$15.4M 0.36% 84
2017
Q1 		$73.2M Buy
1,470,161
+79,067
+6% +$3.91M 0.49% 57
2016
Q4 		$68.4M Buy
1,391,094
+327,357
+31% +$16.1M 0.54% 52
2016
Q3 		$54.6M Buy
1,063,737
+102,193
+11% +$5.38M 0.4% 77
2016
Q2 		$51.6M Buy
961,544
+106,637
+12% +$5.36M 0.39% 84
2016
Q1 		$44.2M Buy
854,907
+13,553
+2% +$660K 0.35% 90
2015
Q4 		$39.4M Buy
841,354
+183,603
+28% +$8.32M 0.34% 98
2015
Q3 		$29.4M Buy
657,751
+59,316
+10% +$2.6M 0.22% 138
2015
Q2 		$25.1M Sell
598,435
-36,784
-6% -$1.6M 0.19% 154
2015
Q1 		$28.1M Sell
635,219
-10,271
-2% -$488K 0.21% 138
2014
Q4 		$31.7M Buy
645,490
+973
+0.2% +$45.9K 0.23% 123
2014
Q3 		$28.1M Buy
644,517
+122,845
+24% +$5.4M 0.2% 122
2014
Q2 		$23.7M Buy
521,672
+13,698
+3% +$606K 0.17% 150
2014
Q1 		$22.3M Sell
507,974
-68,164
-12% -$2.86M 0.17% 147
2013
Q4 		$23.7M Buy
576,138
+1,112
+0.2% +$45.9K 0.2% 123
2013
Q3 		$23.7M Buy
575,026
+18,902
+3% +$814K 0.23% 94
2013
Q2 		$24.5M Buy
+556,124
New +$25.6M 0.25% 86

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management's SO Position: Q2 2026 in Review

Robeco Institutional Asset Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 9,676 shares — an estimated $934K sold.

Robeco Institutional Asset Management first reported a position in SO in Q2 2013 and held it in 50 quarters. The position peaked at $91.5M in Q4 2019. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Robeco Institutional Asset Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 9,676 Southern Company shares in Q2 2026, an estimated $934K.
  • Robeco Institutional Asset Management first reported a position in Southern Company in Q2 2013 and held it in 50 quarters.
  • Robeco Institutional Asset Management's Southern Company position peaked at $91.5M in Q4 2019.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.