State of Wisconsin Investment Board’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
Q2 | $57.2M | Buy |
598,052
+8,383
| +1% | +$789K | 0.12% | 135 |
|
|
2026
Q1 | $56.9M | Buy |
589,669
+19,542
| +3% | +$1.81M | 0.13% | 128 |
|
|
2025
Q4 | $49.7M | Sell |
570,127
-7,281
| -1% | -$665K | 0.11% | 139 |
|
|
2025
Q3 | $54.7M | Sell |
577,408
-10,037
| -2% | -$937K | 0.13% | 128 |
|
|
2025
Q2 | $53.9M | Sell |
587,445
-27,738
| -5% | -$2.49M | 0.13% | 127 |
|
|
2025
Q1 | $56.6M | Buy |
615,183
+9,537
| +2% | +$826K | 0.15% | 119 |
|
|
2024
Q4 | $49.9M | Sell |
605,646
-18,404
| -3% | -$1.61M | 0.13% | 132 |
|
|
2024
Q3 | $56.3M | Buy |
624,050
+34,341
| +6% | +$2.93M | 0.14% | 128 |
|
|
2024
Q2 | $45.7M | Sell |
589,709
-1,317
| -0.2% | -$99.8K | 0.12% | 149 |
|
|
2024
Q1 | $42.4M | Buy |
591,026
+16,859
| +3% | +$1.16M | 0.11% | 159 |
|
|
2023
Q4 | $40.3M | Sell |
574,167
-6,019
| -1% | -$413K | 0.11% | 147 |
|
|
2023
Q3 | $37.5M | Sell |
580,186
-61,464
| -10% | -$4.27M | 0.12% | 161 |
|
|
2023
Q2 | $45.1M | Buy |
641,650
+64,545
| +11% | +$4.63M | 0.13% | 149 |
|
|
2023
Q1 | $40.2M | Buy |
577,105
+11,731
| +2% | +$790K | 0.12% | 163 |
|
|
2022
Q4 | $40.4M | Sell |
565,374
-39,309
| -7% | -$2.63M | 0.13% | 154 |
|
|
2022
Q3 | $41.1M | Sell |
604,683
-158,771
| -21% | -$12M | 0.13% | 149 |
|
|
2022
Q2 | $54.4M | Sell |
763,454
-28,824
| -4% | -$2.12M | 0.14% | 134 |
|
|
2022
Q1 | $57.4M | Sell |
792,278
-27,008
| -3% | -$1.83M | 0.12% | 165 |
|
|
2021
Q4 | $56.2M | Sell |
819,286
-20,855
| -2% | -$1.33M | 0.11% | 198 |
|
|
2021
Q3 | $52.1M | Buy |
840,141
+30,871
| +4% | +$1.99M | 0.11% | 212 |
|
|
2021
Q2 | $49M | Sell |
809,270
-32,731
| -4% | -$2.09M | 0.1% | 222 |
|
|
2021
Q1 | $52.3M | Buy |
842,001
+9,827
| +1% | +$588K | 0.11% | 212 |
|
|
2020
Q4 | $51.1M | Sell |
832,174
-71,520
| -8% | -$4.3M | 0.12% | 198 |
|
|
2020
Q3 | $49M | Buy |
903,694
+18,225
| +2% | +$974K | 0.12% | 177 |
|
|
2020
Q2 | $45.9M | Buy |
885,469
+46,330
| +6% | +$2.58M | 0.13% | 176 |
|
|
2020
Q1 | $45.4M | Sell |
839,139
-130,263
| -13% | -$8.25M | 0.15% | 147 |
|
|
2019
Q4 | $61.8M | Sell |
969,402
-14,337
| -1% | -$888K | 0.15% | 142 |
|
|
2019
Q3 | $60.8M | Sell |
983,739
-63
| -0% | -$3.65K | 0.17% | 133 |
|
|
2019
Q2 | $54.4M | Sell |
983,802
-151,563
| -13% | -$8.11M | 0.15% | 145 |
|
|
2019
Q1 | $58.7M | Buy |
1,135,365
+25,060
| +2% | +$1.23M | 0.17% | 131 |
|
|
2018
Q4 | $48.8M | Buy |
1,110,305
+23,860
| +2% | +$1.08M | 0.16% | 133 |
|
|
2018
Q3 | $47.4M | Sell |
1,086,445
-186,363
| -15% | -$8.59M | 0.13% | 153 |
|
|
2018
Q2 | $58.9M | Sell |
1,272,808
-68,596
| -5% | -$3.07M | 0.17% | 129 |
|
|
2018
Q1 | $59.9M | Sell |
1,341,404
-75,452
| -5% | -$3.35M | 0.17% | 125 |
|
|
2017
Q4 | $68.1M | Buy |
1,416,856
+5,298
| +0.4% | +$270K | 0.19% | 120 |
|
|
2017
Q3 | $69.4M | Buy |
1,411,558
+56,700
| +4% | +$2.75M | 0.2% | 107 |
|
|
2017
Q2 | $64.9M | Buy |
1,354,858
+232,240
| +21% | +$11.6M | 0.21% | 109 |
|
|
2017
Q1 | $55.9M | Buy |
1,122,618
+126,039
| +13% | +$6.23M | 0.22% | 102 |
|
|
2016
Q4 | $49M | Sell |
996,579
-71,293
| -7% | -$3.5M | 0.21% | 103 |
|
|
2016
Q3 | $54.8M | Buy |
1,067,872
+91,500
| +9% | +$4.82M | 0.22% | 96 |
|
|
2016
Q2 | $52.4M | Buy |
976,372
+87,700
| +10% | +$4.41M | 0.21% | 98 |
|
|
2016
Q1 | $46M | Sell |
888,672
-6,910
| -0.8% | -$337K | 0.18% | 117 |
|
|
2015
Q4 | $41.9M | Sell |
895,582
-191,660
| -18% | -$8.69M | 0.16% | 135 |
|
|
2015
Q3 | $48.6M | Sell |
1,087,242
-231,210
| -18% | -$10.1M | 0.19% | 112 |
|
|
2015
Q2 | $55.2M | Buy |
1,318,452
+202,170
| +18% | +$8.81M | 0.19% | 122 |
|
|
2015
Q1 | $49.4M | Sell |
1,116,282
-35,530
| -3% | -$1.69M | 0.17% | 139 |
|
|
2014
Q4 | $56.6M | Sell |
1,151,812
-204,120
| -15% | -$9.64M | 0.19% | 114 |
|
|
2014
Q3 | $59.2M | Buy |
1,355,932
+27,610
| +2% | +$1.21M | 0.21% | 96 |
|
|
2014
Q2 | $60.3M | Buy |
1,328,322
+251,090
| +23% | +$11.1M | 0.22% | 103 |
|
|
2014
Q1 | $47.3M | Buy |
1,077,232
+62,040
| +6% | +$2.6M | 0.18% | 121 |
|
|
2013
Q4 | $41.7M | Sell |
1,015,192
-13,570
| -1% | -$560K | 0.16% | 139 |
|
|
2013
Q3 | $42.4M | Sell |
1,028,762
-47,610
| -4% | -$2.05M | 0.18% | 126 |
|
|
2013
Q2 | $47.5M | Buy |
+1,076,372
| New | +$49.5M | 0.2% | 106 |
|
Other funds holding SO
State of Wisconsin Investment Board's SO Position: Q2 2026 in Review
State of Wisconsin Investment Board increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $789K and bringing the position to 598,052 shares worth $57.2M. The position accounts for 0.12% of the portfolio, ranked #135.
State of Wisconsin Investment Board first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $69.4M in Q3 2017. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- State of Wisconsin Investment Board held 598,052 shares of Southern Company worth $57.2M as of Q2 2026.
- State of Wisconsin Investment Board bought 8,383 Southern Company shares in Q2 2026, an estimated $789K.
- Southern Company made up 0.12% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #135 holding.
- State of Wisconsin Investment Board first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- State of Wisconsin Investment Board's Southern Company position peaked at $69.4M in Q3 2017.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.