Sumitomo Life Insurance’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 | $1.63M | Buy |
16,905
+463
| +3% | +$42.8K | 0.04% | 142 |
|
|
2025
Q4 | $1.43M | Buy |
16,442
+107
| +0.7% | +$9.77K | 0.04% | 161 |
|
|
2025
Q3 | $1.55M | Sell |
16,335
-492
| -3% | -$45.9K | 0.05% | 142 |
|
|
2025
Q2 | $1.55M | Sell |
16,827
-1,141
| -6% | -$102K | 0.1% | 134 |
|
|
2025
Q1 | $1.65M | Sell |
17,968
-7
| -0% | -$606 | 0.06% | 134 |
|
|
2024
Q4 | $1.48M | Sell |
17,975
-582
| -3% | -$51.1K | 0.03% | 150 |
|
|
2024
Q3 | $1.67M | Buy |
18,557
+453
| +3% | +$38.7K | 0.03% | 139 |
|
|
2024
Q2 | $1.4M | Sell |
18,104
-2,228
| -11% | -$169K | 0.03% | 153 |
|
|
2024
Q1 | $1.46M | Sell |
20,332
-895
| -4% | -$61.8K | 0.04% | 151 |
|
|
2023
Q4 | $1.49M | Sell |
21,227
-1,102
| -5% | -$75.7K | 0.05% | 147 |
|
|
2023
Q3 | $1.45M | Sell |
22,329
-290
| -1% | -$20.1K | 0.04% | 133 |
|
|
2023
Q2 | $1.59M | Sell |
22,619
-1,924
| -8% | -$138K | 0.07% | 124 |
|
|
2023
Q1 | $1.71M | Sell |
24,543
-182
| -0.7% | -$12.3K | 0.14% | 112 |
|
|
2022
Q4 | $1.77M | Sell |
24,725
-533
| -2% | -$35.6K | 0.13% | 108 |
|
|
2022
Q3 | $1.72M | Sell |
25,258
-3,047
| -11% | -$231K | 0.07% | 98 |
|
|
2022
Q2 | $2.02M | Buy |
28,305
+557
| +2% | +$40.9K | 0.06% | 94 |
|
|
2022
Q1 | $2.01M | Sell |
27,748
-485
| -2% | -$32.8K | 0.05% | 112 |
|
|
2021
Q4 | $1.94M | Sell |
28,233
-874
| -3% | -$55.7K | 0.05% | 132 |
|
|
2021
Q3 | $1.8M | Sell |
29,107
-1,226
| -4% | -$78.9K | 0.05% | 134 |
|
|
2021
Q2 | $1.83M | Sell |
30,333
-5,038
| -14% | -$322K | 0.06% | 132 |
|
|
2021
Q1 | $2.2M | Sell |
35,371
-1,715
| -5% | -$103K | 0.09% | 112 |
|
|
2020
Q4 | $2.28M | Sell |
37,086
-3,646
| -9% | -$219K | 0.1% | 105 |
|
|
2020
Q3 | $2.21M | Sell |
40,732
-2,126
| -5% | -$114K | 0.1% | 105 |
|
|
2020
Q2 | $2.22M | Sell |
42,858
-3,512
| -8% | -$195K | 0.12% | 99 |
|
|
2020
Q1 | $2.51M | Buy |
46,370
+492
| +1% | +$31.2K | 0.18% | 81 |
|
|
2019
Q4 | $2.92M | Buy |
45,878
+2,579
| +6% | +$160K | 0.33% | 84 |
|
|
2019
Q3 | $2.67M | Sell |
43,299
-5,427
| -11% | -$315K | 0.35% | 77 |
|
|
2019
Q2 | $2.69M | Buy |
48,726
+1,967
| +4% | +$105K | 0.32% | 83 |
|
|
2019
Q1 | $2.42M | Sell |
46,759
-5,309
| -10% | -$260K | 0.32% | 89 |
|
|
2018
Q4 | $2.29M | Buy |
52,068
+1,205
| +2% | +$54.8K | 0.32% | 94 |
|
|
2018
Q3 | $2.22M | Sell |
50,863
-814
| -2% | -$37.5K | 0.27% | 112 |
|
|
2018
Q2 | $2.39M | Buy |
51,677
+2,019
| +4% | +$90.4K | 0.29% | 107 |
|
|
2018
Q1 | $2.22M | Buy |
49,658
+15,932
| +47% | +$707K | 0.29% | 108 |
|
|
2017
Q4 | $1.62M | Sell |
33,726
-1,638
| -5% | -$83.5K | 0.2% | 170 |
|
|
2017
Q3 | $1.74M | Sell |
35,364
-640
| -2% | -$31K | 0.22% | 159 |
|
|
2017
Q2 | $1.72M | Buy |
36,004
+1,518
| +4% | +$76.1K | 0.22% | 157 |
|
|
2017
Q1 | $1.72M | Sell |
34,486
-2,141
| -6% | -$106K | 0.24% | 133 |
|
|
2016
Q4 | $1.8M | Buy |
36,627
+815
| +2% | +$40K | 0.26% | 128 |
|
|
2016
Q3 | $1.84M | Sell |
35,812
-4,299
| -11% | -$226K | 0.27% | 117 |
|
|
2016
Q2 | $2.15M | Sell |
40,111
-1,413
| -3% | -$71.1K | 0.29% | 109 |
|
|
2016
Q1 | $2.15M | Sell |
41,524
-1,255
| -3% | -$61.1K | 0.28% | 118 |
|
|
2015
Q4 | $2M | Sell |
42,779
-1,010
| -2% | -$45.8K | 0.25% | 131 |
|
|
2015
Q3 | $1.96M | Sell |
43,789
-1,113
| -2% | -$48.8K | 0.26% | 129 |
|
|
2015
Q2 | $1.88M | Sell |
44,902
-5,558
| -11% | -$242K | 0.23% | 155 |
|
|
2015
Q1 | $2.23M | Sell |
50,460
-5,340
| -10% | -$254K | 0.25% | 138 |
|
|
2014
Q4 | $2.74M | Sell |
55,800
-3,085
| -5% | -$146K | 0.27% | 122 |
|
|
2014
Q3 | $2.57M | Sell |
58,885
-1,612
| -3% | -$70.8K | 0.25% | 140 |
|
|
2014
Q2 | $2.75M | Buy |
60,497
+315
| +0.5% | +$13.9K | 0.26% | 137 |
|
|
2014
Q1 | $2.64M | Sell |
60,182
-5,080
| -8% | -$213K | 0.26% | 139 |
|
|
2013
Q4 | $2.68M | Sell |
65,262
-3,615
| -5% | -$149K | 0.24% | 150 |
|
|
2013
Q3 | $2.84M | Sell |
68,877
-2,608
| -4% | -$112K | 0.26% | 133 |
|
|
2013
Q2 | $3.15M | Buy |
+71,485
| New | +$3.29M | 0.3% | 115 |
|
Other funds holding SO
VCM
VPM
Sumitomo Life Insurance's SO Position: Q1 2026 in Review
Sumitomo Life Insurance increased its Southern Company (SO) stake by 2.8% in Q1 2026, buying an estimated $42.8K and bringing the position to 16,905 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #142.
Sumitomo Life Insurance first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.15M in Q2 2013. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Sumitomo Life Insurance held 16,905 shares of Southern Company worth $1.63M as of Q1 2026.
- Sumitomo Life Insurance bought 463 Southern Company shares in Q1 2026, an estimated $42.8K.
- Southern Company made up 0.04% of Sumitomo Life Insurance's portfolio in Q1 2026, its #142 holding.
- Sumitomo Life Insurance first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Life Insurance's Southern Company position peaked at $3.15M in Q2 2013.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.