State Board of Administration of Florida Retirement System’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.7M | Sell |
960,839
-4,017
| -0.4% | -$372K | 0.17% | 102 |
|
|
2025
Q4 | $84.1M | Sell |
964,856
-35,470
| -4% | -$3.24M | 0.15% | 112 |
|
|
2025
Q3 | $94.8M | Sell |
1,000,326
-94,023
| -9% | -$8.78M | 0.17% | 105 |
|
|
2025
Q2 | $100M | Sell |
1,094,349
-13,083
| -1% | -$1.18M | 0.18% | 103 |
|
|
2025
Q1 | $102M | Buy |
1,107,432
+430
| +0% | +$37.2K | 0.2% | 91 |
|
|
2024
Q4 | $91.1M | Sell |
1,107,002
-53,643
| -5% | -$4.71M | 0.17% | 98 |
|
|
2024
Q3 | $105M | Sell |
1,160,645
-41,929
| -3% | -$3.58M | 0.2% | 91 |
|
|
2024
Q2 | $93.3M | Sell |
1,202,574
-15,891
| -1% | -$1.2M | 0.18% | 97 |
|
|
2024
Q1 | $84.8M | Buy |
1,218,465
+6,074
| +0.5% | +$419K | 0.2% | 101 |
|
|
2023
Q4 | $85M | Sell |
1,212,391
-6,928
| -0.6% | -$476K | 0.18% | 108 |
|
|
2023
Q3 | $78.9M | Buy |
1,219,319
+6,280
| +0.5% | +$436K | 0.19% | 109 |
|
|
2023
Q2 | $85.2M | Sell |
1,213,039
-5,426
| -0.4% | -$389K | 0.19% | 101 |
|
|
2023
Q1 | $84.8M | Buy |
1,218,465
+800
| +0.1% | +$53.9K | 0.2% | 101 |
|
|
2022
Q4 | $87M | Sell |
1,217,665
-170
| -0% | -$11.4K | 0.21% | 101 |
|
|
2022
Q3 | $82.8M | Buy |
1,217,835
+366
| +0% | +$27.7K | 0.21% | 92 |
|
|
2022
Q2 | $86.8M | Sell |
1,217,469
-64,684
| -5% | -$4.75M | 0.21% | 92 |
|
|
2022
Q1 | $93M | Sell |
1,282,153
-32,906
| -3% | -$2.23M | 0.18% | 102 |
|
|
2021
Q4 | $90.2M | Sell |
1,315,059
-20,020
| -1% | -$1.28M | 0.16% | 117 |
|
|
2021
Q3 | $82.7M | Sell |
1,335,079
-24,420
| -2% | -$1.57M | 0.16% | 120 |
|
|
2021
Q2 | $82.3M | Sell |
1,359,499
-80,311
| -6% | -$5.14M | 0.16% | 126 |
|
|
2021
Q1 | $89.5M | Sell |
1,439,810
-53,590
| -4% | -$3.21M | 0.18% | 115 |
|
|
2020
Q4 | $91.7M | Buy |
1,493,400
+79
| +0% | +$4.75K | 0.19% | 107 |
|
|
2020
Q3 | $81M | Buy |
1,493,321
+7,038
| +0.5% | +$376K | 0.18% | 105 |
|
|
2020
Q2 | $77.1M | Sell |
1,486,283
-4,967
| -0.3% | -$276K | 0.19% | 105 |
|
|
2020
Q1 | $80.7M | Buy |
1,491,250
+42,801
| +3% | +$2.71M | 0.25% | 83 |
|
|
2019
Q4 | $92.3M | Sell |
1,448,449
-11,565
| -0.8% | -$717K | 0.23% | 91 |
|
|
2019
Q3 | $90.2M | Buy |
1,460,014
+8,273
| +0.6% | +$480K | 0.24% | 85 |
|
|
2019
Q2 | $80.3M | Buy |
1,451,741
+8,688
| +0.6% | +$465K | 0.21% | 95 |
|
|
2019
Q1 | $74.6M | Buy |
1,443,053
+2,849
| +0.2% | +$140K | 0.2% | 101 |
|
|
2018
Q4 | $63.3M | Buy |
1,440,204
+17,805
| +1% | +$809K | 0.19% | 108 |
|
|
2018
Q3 | $62M | Sell |
1,422,399
-15,509
| -1% | -$715K | 0.16% | 131 |
|
|
2018
Q2 | $66.6M | Buy |
1,437,908
+25,673
| +2% | +$1.15M | 0.18% | 120 |
|
|
2018
Q1 | $63.1M | Sell |
1,412,235
-6,758
| -0.5% | -$300K | 0.17% | 120 |
|
|
2017
Q4 | $68.2M | Buy |
1,418,993
+11,638
| +0.8% | +$593K | 0.18% | 117 |
|
|
2017
Q3 | $69.2M | Buy |
1,407,355
+8,800
| +0.6% | +$427K | 0.19% | 111 |
|
|
2017
Q2 | $67M | Buy |
1,398,555
+58,053
| +4% | +$2.91M | 0.19% | 116 |
|
|
2017
Q1 | $66.7M | Buy |
1,340,502
+957
| +0.1% | +$47.3K | 0.19% | 110 |
|
|
2016
Q4 | $65.9M | Buy |
1,339,545
+6,155
| +0.5% | +$302K | 0.2% | 109 |
|
|
2016
Q3 | $68.4M | Buy |
1,333,390
+2,160
| +0.2% | +$114K | 0.21% | 94 |
|
|
2016
Q2 | $71.4M | Buy |
1,331,230
+194,213
| +17% | +$9.77M | 0.23% | 90 |
|
|
2016
Q1 | $58.8M | Sell |
1,137,017
-30,190
| -3% | -$1.47M | 0.22% | 91 |
|
|
2015
Q4 | $54.6M | Buy |
1,167,207
+5,080
| +0.4% | +$230K | 0.2% | 98 |
|
|
2015
Q3 | $51.9M | Sell |
1,162,127
-4,830
| -0.4% | -$212K | 0.2% | 97 |
|
|
2015
Q2 | $48.9M | Sell |
1,166,957
-1,155
| -0.1% | -$50.3K | 0.17% | 124 |
|
|
2015
Q1 | $51.7M | Sell |
1,168,112
-104,767
| -8% | -$4.98M | 0.18% | 115 |
|
|
2014
Q4 | $62.5M | Sell |
1,272,879
-20,139
| -2% | -$951K | 0.2% | 107 |
|
|
2014
Q3 | $56.4M | Sell |
1,293,018
-28,150
| -2% | -$1.24M | 0.18% | 116 |
|
|
2014
Q2 | $60M | Sell |
1,321,168
-25,697
| -2% | -$1.14M | 0.19% | 108 |
|
|
2014
Q1 | $59.2M | Sell |
1,346,865
-107,444
| -7% | -$4.5M | 0.19% | 106 |
|
|
2013
Q4 | $59.8M | Sell |
1,454,309
-22,859
| -2% | -$943K | 0.18% | 116 |
|
|
2013
Q3 | $60.8M | Sell |
1,477,168
-29,531
| -2% | -$1.27M | 0.2% | 100 |
|
|
2013
Q2 | $66.5M | Buy |
+1,506,699
| New | +$69.3M | 0.22% | 89 |
|
Other funds holding SO
VCM
VPM
State Board of Administration of Florida Retirement System's SO Position: Q1 2026 in Review
State Board of Administration of Florida Retirement System reduced its Southern Company (SO) stake by 0.42% in Q1 2026, selling an estimated $372K and leaving 960,839 shares worth $92.7M. The position accounts for 0.17% of the portfolio, ranked #102.
State Board of Administration of Florida Retirement System first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $105M in Q3 2024. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- State Board of Administration of Florida Retirement System held 960,839 shares of Southern Company worth $92.7M as of Q1 2026.
- State Board of Administration of Florida Retirement System sold 4,017 Southern Company shares in Q1 2026, an estimated $372K.
- Southern Company made up 0.17% of State Board of Administration of Florida Retirement System's portfolio in Q1 2026, its #102 holding.
- State Board of Administration of Florida Retirement System first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- State Board of Administration of Florida Retirement System's Southern Company position peaked at $105M in Q3 2024.
- 2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on State Board of Administration of Florida Retirement System's 13F filing for Q1 2026, filed 8 May 2026.