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State of Michigan Retirement System’s Southern Company SO Stock Holding History

State of Michigan Retirement System’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 		$27.6M Buy
288,623
+1,000
+0.3% +$94.1K 0.12% 140
2026
Q1 		$27.8M Sell
287,623
-600
-0.2% -$55.5K 0.15% 125
2025
Q4 		$25.1M Sell
288,223
-9,300
-3% -$849K 0.12% 132
2025
Q3 		$28.2M Sell
297,523
-1,300
-0.4% -$121K 0.14% 125
2025
Q2 		$27.4M Buy
298,823
+1,600
+0.5% +$144K 0.14% 129
2025
Q1 		$27.3M Sell
297,223
-200
-0.1% -$17.3K 0.16% 123
2024
Q4 		$24.5M Sell
297,423
-400
-0.1% -$35.1K 0.13% 129
2024
Q3 		$26.9M Sell
297,823
-1,600
-0.5% -$137K 0.13% 127
2024
Q2 		$23.2M Buy
299,423
+600
+0.2% +$45.5K 0.12% 134
2024
Q1 		$21.4M Buy
298,823
+200
+0.1% +$13.8K 0.12% 143
2023
Q4 		$20.9M Sell
298,623
-300
-0.1% -$20.6K 0.12% 133
2023
Q3 		$19.3M Sell
298,923
-900
-0.3% -$62.5K 0.13% 137
2023
Q2 		$21.1M Buy
299,823
+900
+0.3% +$64.5K 0.13% 139
2023
Q1 		$20.8M Buy
298,923
+3,000
+1% +$202K 0.14% 140
2022
Q4 		$21.1M Buy
295,923
+8,200
+3% +$548K 0.15% 129
2022
Q3 		$19.6M Buy
287,723
+1,100
+0.4% +$83.3K 0.14% 129
2022
Q2 		$20.4M Buy
286,623
+19,300
+7% +$1.42M 0.14% 130
2022
Q1 		$19.4M Buy
267,323
+541
+0.2% +$36.6K 0.11% 141
2021
Q4 		$18.3M Buy
266,782
+900
+0.3% +$57.4K 0.1% 154
2021
Q3 		$16.5M Sell
265,882
-200
-0.1% -$12.9K 0.09% 158
2021
Q2 		$16.1M Buy
266,082
+900
+0.3% +$57.6K 0.09% 190
2021
Q1 		$16.5M Sell
265,182
-400
-0.2% -$23.9K 0.1% 176
2020
Q4 		$16.3M Sell
265,582
-3,900
-1% -$234K 0.11% 169
2020
Q3 		$14.6M Sell
269,482
-200
-0.1% -$10.7K 0.12% 157
2020
Q2 		$14M Buy
269,682
+29,252
+12% +$1.63M 0.12% 151
2020
Q1 		$13M Sell
240,430
-13,200
-5% -$836K 0.14% 145
2019
Q4 		$16.2M Buy
253,630
+2,300
+0.9% +$143K 0.13% 152
2019
Q3 		$15.5M Buy
251,330
+2,100
+0.8% +$122K 0.14% 143
2019
Q2 		$13.8M Sell
249,230
-48,900
-16% -$2.62M 0.12% 154
2019
Q1 		$15.4M Buy
298,130
+3,600
+1% +$176K 0.12% 157
2018
Q4 		$12.9M Sell
294,530
-7,700
-3% -$350K 0.12% 163
2018
Q3 		$13.2M Buy
302,230
+2,700
+0.9% +$124K 0.1% 180
2018
Q2 		$13.9M Buy
299,530
+2,700
+0.9% +$121K 0.11% 161
2018
Q1 		$13.3M Buy
296,830
+2,600
+0.9% +$115K 0.11% 159
2017
Q4 		$14.2M Sell
294,230
-9,100
-3% -$464K 0.11% 153
2017
Q3 		$14.9M Sell
303,330
-23,500
-7% -$1.14M 0.12% 143
2017
Q2 		$15.6M Buy
326,830
+1,300
+0.4% +$65.2K 0.12% 147
2017
Q1 		$16.2M Sell
325,530
-28,400
-8% -$1.4M 0.13% 133
2016
Q4 		$17.4M Sell
353,930
-21,060
-6% -$1.03M 0.14% 134
2016
Q3 		$19.2M Buy
374,990
+15,500
+4% +$816K 0.15% 124
2016
Q2 		$19.3M Buy
359,490
+45,200
+14% +$2.27M 0.15% 123
2016
Q1 		$16.3M Buy
314,290
+3,400
+1% +$166K 0.13% 136
2015
Q4 		$14.5M Sell
310,890
-17,100
-5% -$775K 0.11% 154
2015
Q3 		$14.7M Sell
327,990
-24,300
-7% -$1.07M 0.11% 151
2015
Q2 		$14.8M Buy
352,290
+1,300
+0.4% +$56.6K 0.1% 170
2015
Q1 		$15.5M Sell
350,990
-19,700
-5% -$936K 0.11% 160
2014
Q4 		$18.2M Buy
370,690
+3,500
+1% +$165K 0.12% 146
2014
Q3 		$16M Buy
367,190
+2,200
+0.6% +$96.6K 0.11% 162
2014
Q2 		$16.6M Buy
364,990
+2,600
+0.7% +$115K 0.12% 158
2014
Q1 		$15.9M Buy
362,390
+3,900
+1% +$163K 0.12% 150
2013
Q4 		$14.7M Buy
358,490
+3,000
+0.8% +$124K 0.11% 156
2013
Q3 		$14.6M Buy
355,490
+2,000
+0.6% +$86.2K 0.13% 145
2013
Q2 		$15.6M Buy
+353,490
New +$16.3M 0.14% 129

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

State of Michigan Retirement System's SO Position: Q2 2026 in Review

State of Michigan Retirement System increased its Southern Company (SO) stake by 0.35% in Q2 2026, buying an estimated $94.1K and bringing the position to 288,623 shares worth $27.6M. The position accounts for 0.12% of the portfolio, ranked #140.

State of Michigan Retirement System first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.2M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • State of Michigan Retirement System held 288,623 shares of Southern Company worth $27.6M as of Q2 2026.
  • State of Michigan Retirement System bought 1,000 Southern Company shares in Q2 2026, an estimated $94.1K.
  • Southern Company made up 0.12% of State of Michigan Retirement System's portfolio in Q2 2026, its #140 holding.
  • State of Michigan Retirement System first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • State of Michigan Retirement System's Southern Company position peaked at $28.2M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.