Sumitomo Mitsui Trust Group
SO icon

Sumitomo Mitsui Trust Group’s Southern Company SO Stock Holding History

Sumitomo Mitsui Trust Group’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 		$239M Buy
2,492,383
+52,894
+2% +$4.98M 0.14% 130
2026
Q1 		$235M Sell
2,439,489
-147,638
-6% -$13.7M 0.15% 127
2025
Q4 		$226M Sell
2,587,127
-118,784
-4% -$10.8M 0.13% 140
2025
Q3 		$256M Buy
2,705,911
+54,820
+2% +$5.12M 0.15% 133
2025
Q2 		$243M Buy
2,651,091
+33,533
+1% +$3.01M 0.15% 137
2025
Q1 		$241M Buy
2,617,558
+22,803
+0.9% +$1.97M 0.17% 122
2024
Q4 		$214M Sell
2,594,755
-25,240
-1% -$2.21M 0.14% 140
2024
Q3 		$236M Buy
2,619,995
+82,946
+3% +$7.09M 0.16% 135
2024
Q2 		$197M Sell
2,537,049
-204,992
-7% -$15.5M 0.15% 142
2024
Q1 		$197M Sell
2,742,041
-31,045
-1% -$2.14M 0.14% 156
2023
Q4 		$194M Sell
2,773,086
-11,573
-0.4% -$795K 0.14% 154
2023
Q3 		$180M Sell
2,784,659
-52,568
-2% -$3.65M 0.15% 144
2023
Q2 		$199M Sell
2,837,227
-419,245
-13% -$30.1M 0.16% 139
2023
Q1 		$227M Sell
3,256,472
-19,490
-0.6% -$1.31M 0.17% 128
2022
Q4 		$234M Sell
3,275,962
-179,483
-5% -$12M 0.19% 121
2022
Q3 		$235M Buy
3,455,445
+214,575
+7% +$16.3M 0.19% 113
2022
Q2 		$231M Buy
3,240,870
+130,347
+4% +$9.57M 0.18% 120
2022
Q1 		$226M Sell
3,110,523
-23,645
-0.8% -$1.6M 0.15% 144
2021
Q4 		$215M Sell
3,134,168
-128,299
-4% -$8.18M 0.13% 173
2021
Q3 		$202M Sell
3,262,467
-174,721
-5% -$11.2M 0.13% 180
2021
Q2 		$208M Sell
3,437,188
-200,668
-6% -$12.8M 0.12% 184
2021
Q1 		$226M Sell
3,637,856
-114,727
-3% -$6.87M 0.14% 170
2020
Q4 		$231M Sell
3,752,583
-488,603
-12% -$29.4M 0.15% 153
2020
Q3 		$230M Sell
4,241,186
-363,757
-8% -$19.4M 0.15% 149
2020
Q2 		$239M Sell
4,604,943
-315,555
-6% -$17.5M 0.17% 131
2020
Q1 		$266M Buy
4,920,498
+443,472
+10% +$28.1M 0.23% 101
2019
Q4 		$285M Buy
4,477,026
+237,829
+6% +$14.7M 0.22% 95
2019
Q3 		$262M Buy
4,239,197
+75,436
+2% +$4.37M 0.23% 94
2019
Q2 		$230M Sell
4,163,761
-1,828
-0% -$97.9K 0.21% 104
2019
Q1 		$215M Buy
4,165,589
+83,727
+2% +$4.1M 0.2% 110
2018
Q4 		$179M Buy
4,081,862
+650,021
+19% +$29.5M 0.19% 116
2018
Q3 		$150M Buy
3,431,841
+71,040
+2% +$3.27M 0.16% 141
2018
Q2 		$156M Buy
3,360,801
+302,179
+10% +$13.5M 0.18% 126
2018
Q1 		$137M Buy
3,058,622
+42,559
+1% +$1.89M 0.18% 130
2017
Q4 		$145M Buy
3,016,063
+40,555
+1% +$2.07M 0.19% 123
2017
Q3 		$146M Buy
2,975,508
+12,197
+0.4% +$591K 0.21% 115
2017
Q2 		$142M Buy
2,963,311
+4,859
+0.2% +$244K 0.21% 113
2017
Q1 		$147M Sell
2,958,452
-8,448
-0.3% -$417K 0.23% 102
2016
Q4 		$146M Buy
2,966,900
+40,848
+1% +$2.01M 0.24% 95
2016
Q3 		$150M Buy
2,926,052
+133,139
+5% +$7.01M 0.25% 88
2016
Q2 		$150M Buy
2,792,913
+47,865
+2% +$2.41M 0.26% 85
2016
Q1 		$142M Buy
2,745,048
+174,579
+7% +$8.5M 0.25% 91
2015
Q4 		$122M Buy
2,570,469
+15,763
+0.6% +$715K 0.22% 105
2015
Q3 		$114M Buy
2,554,706
+12,047
+0.5% +$529K 0.22% 106
2015
Q2 		$107M Buy
2,542,659
+54,749
+2% +$2.39M 0.19% 125
2015
Q1 		$110M Buy
2,487,910
+166,978
+7% +$7.93M 0.2% 116
2014
Q4 		$116M Buy
2,320,932
+42,137
+2% +$1.99M 0.22% 106
2014
Q3 		$99.5M Buy
2,278,795
+10,926
+0.5% +$480K 0.2% 120
2014
Q2 		$103M Sell
2,267,869
-53,914
-2% -$2.38M 0.21% 114
2014
Q1 		$102M Buy
2,321,783
+7,327
+0.3% +$307K 0.21% 113
2013
Q4 		$94.9M Sell
2,314,456
-15,971
-0.7% -$659K 0.2% 123
2013
Q3 		$96M Buy
2,330,427
+19,720
+0.9% +$849K 0.21% 117
2013
Q2 		$101M Buy
+2,310,707
New +$106M 0.23% 104

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SO Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Southern Company (SO) stake by 2.2% in Q2 2026, buying an estimated $4.98M and bringing the position to 2,492,383 shares worth $239M. The position accounts for 0.14% of the portfolio, ranked #130.

Sumitomo Mitsui Trust Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $285M in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 2,492,383 shares of Southern Company worth $239M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 52,894 Southern Company shares in Q2 2026, an estimated $4.98M.
  • Southern Company made up 0.14% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #130 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Southern Company position peaked at $285M in Q4 2019.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.