South Dakota Investment Council’s Southern Company SO Stock Holding History

South Dakota Investment Council’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 Q1	$6.1M	Hold	63,240	–	–	0.12%	165
2025 Q4	$5.51M	Sell	63,240 -1,700	-3%	-$155K	0.11%	174
2025 Q3	$6.15M	Sell	64,940 -5,300	-8%	-$495K	0.12%	164
2025 Q2	$6.45M	Hold	70,240	–	–	0.12%	163
2025 Q1	$6.46M	Sell	70,240 -243	-0.3%	-$21K	0.13%	155
2024 Q4	$5.8M	Hold	70,483	–	–	0.12%	162
2024 Q3	$6.36M	Hold	70,483	–	–	0.12%	157
2024 Q2	$5.47M	Sell	70,483 -623	-0.9%	-$47.2K	0.11%	170
2024 Q1	$5.1M	Hold	71,106	–	–	0.11%	177
2023 Q4	$4.99M	Sell	71,106 -1,800	-2%	-$124K	0.11%	191
2023 Q3	$4.72M	Hold	72,906	–	–	0.11%	182
2023 Q2	$5.12M	Sell	72,906 -1,300	-2%	-$93.2K	0.11%	181
2023 Q1	$5.16M	Hold	74,206	–	–	0.11%	182
2022 Q4	$5.3M	Hold	74,206	–	–	0.12%	165
2022 Q3	$5.05M	Hold	74,206	–	–	0.12%	164
2022 Q2	$5.29M	Sell	74,206 -211	-0.3%	-$15.5K	0.12%	159
2022 Q1	$5.4M	Sell	74,417 -24,654	-25%	-$1.67M	0.11%	177
2021 Q4	$6.79M	Hold	99,071	–	–	0.11%	167
2021 Q3	$6.14M	Hold	99,071	–	–	0.11%	178
2021 Q2	$6M	Sell	99,071 -11,080	-10%	-$709K	0.11%	187
2021 Q1	$6.85M	Buy	110,151 +173	+0.2%	+$10.4K	0.11%	173
2020 Q4	$6.76M	Sell	109,978 -18,900	-15%	-$1.14M	0.12%	154
2020 Q3	$6.99M	Buy	128,878 +71,040	+123%	+$3.8M	0.15%	127
2020 Q2	$3M	Sell	57,838 -14,510	-20%	-$807K	0.07%	214
2020 Q1	$3.92M	Sell	72,348 -92,491	-56%	-$5.86M	0.11%	163
2019 Q4	$10.5M	Sell	164,839 -43,310	-21%	-$2.68M	0.22%	101
2019 Q3	$12.9M	Sell	208,149 -6,550	-3%	-$380K	0.25%	97
2019 Q2	$11.9M	Sell	214,699 -17,231	-7%	-$923K	0.25%	98
2019 Q1	$12M	Buy	231,930 +60,270	+35%	+$2.95M	0.25%	99
2018 Q4	$7.54M	Hold	171,660	–	–	0.19%	116
2018 Q3	$7.48M	Hold	171,660	–	–	0.16%	130
2018 Q2	$7.95M	Buy	171,660 +100,060	+140%	+$4.48M	0.17%	123
2018 Q1	$3.2M	Hold	71,600	–	–	0.07%	203
2017 Q4	$3.44M	Buy	71,600 +15,800	+28%	+$805K	0.08%	204
2017 Q3	$2.74M	Buy	55,800 +49,300	+758%	+$2.39M	0.06%	260
2017 Q2	$311K	Sell	6,500 -910	-12%	-$45.6K	0.01%	557
2017 Q1	$369K	Hold	7,410	–	–	0.01%	541
2016 Q4	$364K	Hold	7,410	–	–	0.01%	536
2016 Q3	$380K	Hold	7,410	–	–	0.01%	490
2016 Q2	$397K	Hold	7,410	–	–	0.01%	475
2016 Q1	$383K	Hold	7,410	–	–	0.01%	472
2015 Q4	$347K	Hold	7,410	–	–	0.01%	480
2015 Q3	$331K	Hold	7,410	–	–	0.01%	469
2015 Q2	$310K	Hold	7,410	–	–	0.01%	496
2015 Q1	$328K	Hold	7,410	–	–	0.01%	498
2014 Q4	$364K	Hold	7,410	–	–	0.01%	489
2014 Q3	$323K	Buy	+7,410	New	+$326K	0.01%	482

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

South Dakota Investment Council's SO Position: Q1 2026 in Review

South Dakota Investment Council held its Southern Company (SO) position steady in Q1 2026 at 63,240 shares worth $6.1M. The position accounts for 0.12% of the portfolio, ranked #165.

South Dakota Investment Council first reported a position in SO in Q3 2014 and has held it in 47 quarters since. The position peaked at $12.9M in Q3 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

South Dakota Investment Council held 63,240 shares of Southern Company worth $6.1M as of Q1 2026.
South Dakota Investment Council left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.12% of South Dakota Investment Council's portfolio in Q1 2026, its #165 holding.
South Dakota Investment Council first reported a position in Southern Company in Q3 2014 and has held it in 47 quarters since.
South Dakota Investment Council's Southern Company position peaked at $12.9M in Q3 2019.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.