Swiss Life Asset Management’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 | $24M | Sell |
250,850
-15,108
| -6% | -$1.42M | 0.1% | 163 |
|
|
2026
Q1 | $25.7M | Buy |
265,958
+26,556
| +11% | +$2.46M | 0.13% | 137 |
|
|
2025
Q4 | $20.9M | Sell |
239,402
-17,977
| -7% | -$1.64M | 0.11% | 153 |
|
|
2025
Q3 | $24.4M | Sell |
257,379
-5,909
| -2% | -$552K | 0.13% | 126 |
|
|
2025
Q2 | $24.2M | Buy |
263,288
+38,246
| +17% | +$3.44M | 0.14% | 112 |
|
|
2025
Q1 | $20.7M | Buy |
225,042
+17,172
| +8% | +$1.49M | 0.15% | 117 |
|
|
2024
Q4 | $17.1M | Sell |
207,870
-277,354
| -57% | -$24.3M | 0.13% | 125 |
|
|
2024
Q3 | $43.8M | Buy |
485,224
+14,001
| +3% | +$1.2M | 0.5% | 40 |
|
|
2024
Q2 | $36.6M | Buy |
471,223
+18,727
| +4% | +$1.42M | 0.43% | 49 |
|
|
2024
Q1 | $32.5M | Buy |
452,496
+229,457
| +103% | +$15.8M | 0.45% | 53 |
|
|
2023
Q4 | $15.6M | Buy |
223,039
+42,174
| +23% | +$2.9M | 0.19% | 119 |
|
|
2023
Q3 | $11.7M | Sell |
180,865
-126,363
| -41% | -$8.77M | 0.18% | 126 |
|
|
2023
Q2 | $21.6M | Buy |
307,228
+18,406
| +6% | +$1.32M | 0.32% | 58 |
|
|
2023
Q1 | $20.1M | Buy |
288,822
+40,316
| +16% | +$2.71M | 0.3% | 75 |
|
|
2022
Q4 | $17.8M | Sell |
248,506
-7,636
| -3% | -$511K | 0.3% | 76 |
|
|
2022
Q3 | $17.4M | Buy |
256,142
+5,537
| +2% | +$419K | 0.3% | 69 |
|
|
2022
Q2 | $17.9M | Sell |
250,605
-48,267
| -16% | -$3.54M | 0.29% | 77 |
|
|
2022
Q1 | $21.7M | Sell |
298,872
-15,451
| -5% | -$1.05M | 0.3% | 74 |
|
|
2021
Q4 | $21.6M | Buy |
314,323
+21,001
| +7% | +$1.34M | 0.28% | 78 |
|
|
2021
Q3 | $18.2M | Sell |
293,322
-36,531
| -11% | -$2.35M | 0.25% | 90 |
|
|
2021
Q2 | $20.9M | Buy |
329,853
+5,103
| +2% | +$326K | 0.21% | 84 |
|
|
2021
Q1 | $20.2M | Buy |
324,750
+33,919
| +12% | +$2.03M | 0.29% | 76 |
|
|
2020
Q4 | $17.9M | Sell |
290,831
-85,648
| -23% | -$5.15M | 0.26% | 84 |
|
|
2020
Q3 | $20.4M | Buy |
376,479
+14,793
| +4% | +$791K | 0.3% | 75 |
|
|
2020
Q2 | $18.8M | Sell |
361,686
-117,316
| -24% | -$6.52M | 0.3% | 72 |
|
|
2020
Q1 | $25.9M | Buy |
479,002
+251,968
| +111% | +$16M | 0.49% | 45 |
|
|
2019
Q4 | $14.5M | Buy |
227,034
+29,121
| +15% | +$1.8M | 0.27% | 93 |
|
|
2019
Q3 | $12.2M | Buy |
197,913
+44,309
| +29% | +$2.57M | 0.16% | 110 |
|
|
2019
Q2 | $8.48M | Buy |
153,604
+12,969
| +9% | +$694K | 0.1% | 139 |
|
|
2019
Q1 | $7.27M | Sell |
140,635
-399,000
| -74% | -$19.6M | 0.09% | 144 |
|
|
2018
Q4 | $23.7M | Buy |
539,635
+107,778
| +25% | +$4.9M | 0.48% | 66 |
|
|
2018
Q3 | $18.8M | Sell |
431,857
-28,366
| -6% | -$1.31M | 0.25% | 104 |
|
|
2018
Q2 | $21.3M | Buy |
460,223
+141,657
| +44% | +$6.34M | 0.32% | 91 |
|
|
2018
Q1 | $14.2M | Buy |
318,566
+270,389
| +561% | +$12M | 0.25% | 111 |
|
|
2017
Q4 | $2.32M | Sell |
48,177
-18,471
| -28% | -$941K | 0.05% | 197 |
|
|
2017
Q3 | $3.27M | Buy |
66,648
+5,820
| +10% | +$282K | 0.09% | 158 |
|
|
2017
Q2 | $2.91M | Buy |
60,828
+802
| +1% | +$40.2K | 0.07% | 160 |
|
|
2017
Q1 | $2.99M | Sell |
60,026
-14,124
| -19% | -$698K | 0.08% | 140 |
|
|
2016
Q4 | $3.65M | Sell |
74,150
-8,230
| -10% | -$404K | 0.12% | 114 |
|
|
2016
Q3 | $4.22M | Buy |
82,380
+33,796
| +70% | +$1.78M | 0.14% | 103 |
|
|
2016
Q2 | $2.6M | Buy |
48,584
+18,461
| +61% | +$928K | 0.11% | 121 |
|
|
2016
Q1 | $1.56M | Sell |
30,123
-20,860
| -41% | -$1.02M | 0.07% | 149 |
|
|
2015
Q4 | $2.39M | Buy |
50,983
+16,383
| +47% | +$743K | 0.11% | 107 |
|
|
2015
Q3 | $1.55M | Buy |
+34,600
| New | +$1.52M | 0.08% | 118 |
|
|
2015
Q2 | – | Sell |
-25,504
| Closed | -$1.13M | – | 302 |
|
|
2015
Q1 | $1.13M | Buy |
+25,504
| New | +$1.21M | 0.05% | 148 |
|
Other funds holding SO
Swiss Life Asset Management's SO Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Southern Company (SO) stake by 5.7% in Q2 2026, selling an estimated $1.42M and leaving 250,850 shares worth $24M. The position accounts for 0.1% of the portfolio, ranked #163.
Swiss Life Asset Management first reported a position in SO in Q1 2015 and has held it in 45 quarters since. The position peaked at $43.8M in Q3 2024. 1,889 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Swiss Life Asset Management held 250,850 shares of Southern Company worth $24M as of Q2 2026.
- Swiss Life Asset Management sold 15,108 Southern Company shares in Q2 2026, an estimated $1.42M.
- Southern Company made up 0.1% of Swiss Life Asset Management's portfolio in Q2 2026, its #163 holding.
- Swiss Life Asset Management first reported a position in Southern Company in Q1 2015 and has held it in 45 quarters since.
- Swiss Life Asset Management's Southern Company position peaked at $43.8M in Q3 2024.
- 1,889 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.