Swiss National Bank’s Southern Company SO Stock Holding History

Swiss National Bank’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	$312M	Buy	3,231,400 +216,900	+7%	+$20.1M	0.18%	94
2025 Q4	$263M	Sell	3,014,500 -153,600	-5%	-$14M	0.16%	99
2025 Q3	$300M	Sell	3,168,100 -152,100	-5%	-$14.2M	0.17%	94
2025 Q2	$305M	Buy	3,320,200 +229,900	+7%	+$20.6M	0.18%	93
2025 Q1	$284M	Sell	3,090,300 -1,900	-0.1%	-$164K	0.2%	86
2024 Q4	$255M	Sell	3,092,200 -153,300	-5%	-$13.4M	0.17%	92
2024 Q3	$293M	Buy	3,245,500 +15,300	+0.5%	+$1.31M	0.19%	94
2024 Q2	$251M	Sell	3,230,200 -35,900	-1%	-$2.72M	0.17%	98
2024 Q1	$234M	Sell	3,266,100 -144,100	-4%	-$9.95M	0.16%	106
2023 Q4	$239M	Sell	3,410,200 -97,100	-3%	-$6.67M	0.18%	101
2023 Q3	$227M	Sell	3,507,300 -434,900	-11%	-$30.2M	0.18%	102
2023 Q2	$277M	Sell	3,942,200 -378,300	-9%	-$27.1M	0.19%	98
2023 Q1	$301M	Sell	4,320,500 -102,500	-2%	-$6.9M	0.21%	90
2022 Q4	$316M	Sell	4,423,000 -181,647	-4%	-$12.1M	0.23%	87
2022 Q3	$313M	Buy	4,604,647 +5,500	+0.1%	+$417K	0.22%	81
2022 Q2	$328M	Buy	4,599,147 +8,800	+0.2%	+$646K	0.22%	82
2022 Q1	$333M	Buy	4,590,347 +565,800	+14%	+$38.3M	0.19%	93
2021 Q4	$276M	Sell	4,024,547 -167,500	-4%	-$10.7M	0.17%	104
2021 Q3	$260M	Sell	4,192,047 -116,300	-3%	-$7.49M	0.17%	107
2021 Q2	$261M	Sell	4,308,347 -1,139,172	-21%	-$72.9M	0.16%	115
2021 Q1	$339M	Buy	5,447,519 +88,600	+2%	+$5.3M	0.23%	84
2020 Q4	$329M	Sell	5,358,919 -92,200	-2%	-$5.54M	0.23%	79
2020 Q3	$296M	Sell	5,451,119 -58,800	-1%	-$3.14M	0.23%	86
2020 Q2	$286M	Buy	5,509,919 +25,000	+0.5%	+$1.39M	0.24%	78
2020 Q1	$297M	Buy	5,484,919 +943,400	+21%	+$59.8M	0.32%	65
2019 Q4	$289M	Sell	4,541,519 -118,600	-3%	-$7.35M	0.3%	65
2019 Q3	$288M	Sell	4,660,119 -4,705	-0.1%	-$273K	0.31%	62
2019 Q2	$258M	Sell	4,664,824 -96,500	-2%	-$5.17M	0.28%	70
2019 Q1	$246M	Buy	4,761,324 +174,400	+4%	+$8.55M	0.27%	74
2018 Q4	$201M	Buy	4,586,924 +39,600	+0.9%	+$1.8M	0.26%	79
2018 Q3	$198M	Sell	4,547,324 -143,700	-3%	-$6.62M	0.22%	92
2018 Q2	$217M	Buy	4,691,024 +154,800	+3%	+$6.93M	0.25%	83
2018 Q1	$203M	Sell	4,536,224 -308,400	-6%	-$13.7M	0.25%	82
2017 Q4	$233M	Buy	4,844,624 +64,200	+1%	+$3.27M	0.25%	84
2017 Q3	$235M	Buy	4,780,424 +53,200	+1%	+$2.58M	0.27%	78
2017 Q2	$226M	Sell	4,727,224 -251,200	-5%	-$12.6M	0.27%	80
2017 Q1	$248M	Buy	4,978,424 +841,100	+20%	+$41.6M	0.31%	68
2016 Q4	$204M	Sell	4,137,324 -207,900	-5%	-$10.2M	0.32%	60
2016 Q3	$223M	Buy	4,345,224 +60,100	+1%	+$3.17M	0.36%	55
2016 Q2	$230M	Buy	4,285,124 +184,700	+5%	+$9.29M	0.37%	50
2016 Q1	$203M	Buy	4,100,424 +666,800	+19%	+$32.5M	0.37%	51
2015 Q4	$161M	Buy	3,433,624 +35,100	+1%	+$1.59M	0.39%	48
2015 Q3	$152M	Buy	3,398,524 +157,400	+5%	+$6.91M	0.39%	52
2015 Q2	$136M	Sell	3,241,124 -4,400	-0.1%	-$192K	0.35%	58
2015 Q1	$144M	Buy	3,245,524 +362,200	+13%	+$17.2M	0.38%	52
2014 Q4	$142M	Sell	2,883,324 -66,100	-2%	-$3.12M	0.53%	27
2014 Q3	$129M	Sell	2,949,424 -40,300	-1%	-$1.77M	0.49%	30
2014 Q2	$136M	Buy	2,989,724 +29,600	+1%	+$1.31M	0.5%	29
2014 Q1	$130M	Buy	2,960,124 +10,600	+0.4%	+$444K	0.51%	27
2013 Q4	$121M	Sell	2,949,524 -31,500	-1%	-$1.3M	0.47%	35
2013 Q3	$123M	Buy	2,981,024 +56,700	+2%	+$2.44M	0.51%	31
2013 Q2	$129M	Buy	+2,924,324	New	+$134M	0.57%	25

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Swiss National Bank's SO Position: Q1 2026 in Review

Swiss National Bank increased its Southern Company (SO) stake by 7.2% in Q1 2026, buying an estimated $20.1M and bringing the position to 3,231,400 shares worth $312M. The position accounts for 0.18% of the portfolio, ranked #94.

Swiss National Bank first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $339M in Q1 2021. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Swiss National Bank held 3,231,400 shares of Southern Company worth $312M as of Q1 2026.
Swiss National Bank bought 216,900 Southern Company shares in Q1 2026, an estimated $20.1M.
Southern Company made up 0.18% of Swiss National Bank's portfolio in Q1 2026, its #94 holding.
Swiss National Bank first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Swiss National Bank's Southern Company position peaked at $339M in Q1 2021.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.