State Street’s Southern Company SO Stock Holding History

State Street’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	$6.08B	Buy	62,980,088 +1,489,394	+2%	+$138M	0.21%	78
2025 Q4	$5.36B	Buy	61,490,694 +2,365,771	+4%	+$216M	0.18%	98
2025 Q3	$5.6B	Buy	59,124,923 +8,388	+0%	+$783K	0.19%	97
2025 Q2	$5.43B	Buy	59,116,535 +718,012	+1%	+$64.5M	0.2%	96
2025 Q1	$5.37B	Buy	58,398,523 +752,274	+1%	+$65.1M	0.22%	91
2024 Q4	$4.75B	Sell	57,646,249 -1,282,388	-2%	-$113M	0.19%	97
2024 Q3	$5.31B	Buy	58,928,637 +1,545,777	+3%	+$132M	0.22%	80
2024 Q2	$4.45B	Sell	57,382,860 -370,124	-0.6%	-$28M	0.19%	95
2024 Q1	$4.14B	Sell	57,752,984 -5,853,406	-9%	-$404M	0.19%	107
2023 Q4	$4.46B	Buy	63,606,390 +803,945	+1%	+$55.2M	0.22%	85
2023 Q3	$4.06B	Buy	62,802,445 +178,324	+0.3%	+$12.4M	0.23%	88
2023 Q2	$4.4B	Sell	62,624,121 -705,067	-1%	-$50.6M	0.23%	82
2023 Q1	$4.41B	Sell	63,329,188 -1,852,216	-3%	-$125M	0.25%	78
2022 Q4	$4.65B	Buy	65,181,404 +112,855	+0.2%	+$7.55M	0.27%	75
2022 Q3	$4.42B	Buy	65,068,549 +1,313,036	+2%	+$99.5M	0.28%	70
2022 Q2	$4.55B	Buy	63,755,513 +1,053,658	+2%	+$77.4M	0.27%	72
2022 Q1	$4.55B	Buy	62,701,855 +10,192,044	+19%	+$690M	0.22%	87
2021 Q4	$3.6B	Buy	52,509,811 +432,976	+0.8%	+$27.6M	0.17%	111
2021 Q3	$3.23B	Buy	52,076,835 +134,532	+0.3%	+$8.66M	0.17%	109
2021 Q2	$3.14B	Buy	51,942,303 +55,671	+0.1%	+$3.56M	0.17%	114
2021 Q1	$3.23B	Sell	51,886,632 -331,699	-0.6%	-$19.9M	0.18%	106
2020 Q4	$3.21B	Sell	52,218,331 -1,850,866	-3%	-$111M	0.2%	102
2020 Q3	$2.93B	Sell	54,069,197 -1,828,543	-3%	-$97.7M	0.2%	94
2020 Q2	$2.9B	Sell	55,897,740 -1,858,479	-3%	-$103M	0.21%	93
2020 Q1	$3.13B	Buy	57,756,219 +541,205	+0.9%	+$34.3M	0.27%	77
2019 Q4	$3.64B	Buy	57,215,014 +2,944,110	+5%	+$182M	0.25%	82
2019 Q3	$3.35B	Buy	54,270,904 +1,193,544	+2%	+$69.2M	0.25%	85
2019 Q2	$2.93B	Buy	53,077,360 +1,556,101	+3%	+$83.3M	0.22%	92
2019 Q1	$2.66B	Buy	51,521,259 +1,789,190	+4%	+$87.7M	0.21%	102
2018 Q4	$2.18B	Buy	49,732,069 +2,769,589	+6%	+$126M	0.2%	102
2018 Q3	$2.05B	Sell	46,962,480 -85,405	-0.2%	-$3.94M	0.16%	130
2018 Q2	$2.18B	Buy	47,047,885 +153,853	+0.3%	+$6.89M	0.18%	111
2018 Q1	$2.09B	Sell	46,894,032 -1,070,352	-2%	-$47.5M	0.18%	116
2017 Q4	$2.31B	Sell	47,964,384 -130,152	-0.3%	-$6.63M	0.19%	111
2017 Q3	$2.36B	Buy	48,094,536 +475,003	+1%	+$23M	0.2%	102
2017 Q2	$2.28B	Sell	47,619,533 -1,280,718	-3%	-$64.2M	0.2%	104
2017 Q1	$2.43B	Buy	48,900,251 +515,397	+1%	+$25.5M	0.22%	95
2016 Q4	$2.38B	Buy	48,384,854 +837,332	+2%	+$41.1M	0.22%	91
2016 Q3	$2.44B	Buy	47,547,522 +1,003,509	+2%	+$52.8M	0.25%	87
2016 Q2	$2.5B	Buy	46,544,013 +858,466	+2%	+$43.2M	0.27%	77
2016 Q1	$2.36B	Buy	45,685,547 +3,331,298	+8%	+$162M	0.26%	80
2015 Q4	$1.98B	Sell	42,354,249 -1,253,721	-3%	-$56.8M	0.22%	95
2015 Q3	$1.95B	Buy	43,607,970 +1,570,000	+4%	+$68.9M	0.23%	90
2015 Q2	$1.76B	Sell	42,037,970 -2,186,679	-5%	-$95.3M	0.19%	115
2015 Q1	$1.96B	Sell	44,224,649 -2,030,140	-4%	-$96.4M	0.2%	107
2014 Q4	$2.27B	Buy	46,254,789 +3,435,452	+8%	+$162M	0.23%	93
2014 Q3	$1.87B	Sell	42,819,337 -1,937,506	-4%	-$85.1M	0.2%	108
2014 Q2	$2.03B	Buy	44,756,843 +3,702,748	+9%	+$164M	0.22%	97
2014 Q1	$1.8B	Sell	41,054,095 -141,099	-0.3%	-$5.91M	0.21%	104
2013 Q4	$1.69B	Sell	41,195,194 -565,117	-1%	-$23.3M	0.19%	113
2013 Q3	$1.72B	Sell	41,760,311 -306,590	-0.7%	-$13.2M	0.21%	96
2013 Q2	$1.86B	Buy	+42,066,901	New	+$1.93B	0.24%	83

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street's SO Position: Q1 2026 in Review

State Street increased its Southern Company (SO) stake by 2.4% in Q1 2026, buying an estimated $138M and bringing the position to 62,980,088 shares worth $6.08B. The position accounts for 0.21% of the portfolio, ranked #78.

State Street first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

State Street held 62,980,088 shares of Southern Company worth $6.08B as of Q1 2026.
State Street bought 1,489,394 Southern Company shares in Q1 2026, an estimated $138M.
Southern Company made up 0.21% of State Street's portfolio in Q1 2026, its #78 holding.
State Street first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.