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Tokio Marine Asset Management’s Southern Company SO Stock Holding History

Tokio Marine Asset Management’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 		$5.31M Buy
55,450
+2,220
+4% +$209K 0.16% 95
2026
Q1 		$5.14M Buy
53,230
+125
+0.2% +$11.6K 0.18% 92
2025
Q4 		$4.63M Buy
53,105
+1,640
+3% +$150K 0.16% 105
2025
Q3 		$4.88M Buy
51,465
+188
+0.4% +$17.6K 0.17% 101
2025
Q2 		$4.71M Buy
51,277
+1,398
+3% +$126K 0.18% 99
2025
Q1 		$4.59M Buy
49,879
+626
+1% +$54.2K 0.17% 124
2024
Q4 		$4.05M Buy
49,253
+417
+0.9% +$36.6K 0.14% 135
2024
Q3 		$4.4M Buy
48,836
+1,871
+4% +$160K 0.19% 87
2024
Q2 		$3.64M Buy
46,965
+2,111
+5% +$160K 0.17% 92
2024
Q1 		$3.22M Buy
44,854
+1,107
+3% +$76.4K 0.16% 102
2023
Q4 		$3.07M Buy
43,747
+1,417
+3% +$97.3K 0.17% 95
2023
Q3 		$2.74M Buy
42,330
+775
+2% +$53.8K 0.17% 91
2023
Q2 		$2.92M Buy
41,555
+102
+0.2% +$7.32K 0.19% 79
2023
Q1 		$2.88M Buy
41,453
+3,295
+9% +$222K 0.2% 83
2022
Q4 		$2.72M Buy
38,158
+1,391
+4% +$93K 0.21% 84
2022
Q3 		$2.5M Buy
36,767
+2,491
+7% +$189K 0.21% 74
2022
Q2 		$2.44M Buy
34,276
+2,252
+7% +$165K 0.22% 76
2022
Q1 		$2.32M Buy
32,024
+2,054
+7% +$139K 0.18% 82
2021
Q4 		$2.06M Buy
29,970
+392
+1% +$25K 0.16% 93
2021
Q3 		$1.83M Buy
29,578
+17
+0.1% +$1.09K 0.16% 86
2021
Q2 		$1.79M Sell
29,561
-461
-2% -$29.5K 0.16% 77
2021
Q1 		$1.87M Buy
30,022
+1,078
+4% +$64.5K 0.19% 69
2020
Q4 		$1.78M Sell
28,944
-130
-0.4% -$7.82K 0.19% 67
2020
Q3 		$1.58M Sell
29,074
-60
-0.2% -$3.21K 0.2% 66
2020
Q2 		$1.51M Buy
29,134
+3,276
+13% +$182K 0.21% 59
2020
Q1 		$1.4M Buy
25,858
+785
+3% +$49.7K 0.24% 60
2019
Q4 		$1.6M Buy
25,073
+494
+2% +$30.6K 0.24% 64
2019
Q3 		$1.52M Buy
24,579
+1,127
+5% +$65.3K 0.25% 64
2019
Q2 		$1.3M Buy
23,452
+186
+0.8% +$9.96K 0.23% 85
2019
Q1 		$1.2M Buy
23,266
+2,095
+10% +$103K 0.22% 87
2018
Q4 		$930K Buy
21,171
+77
+0.4% +$3.5K 0.19% 93
2018
Q3 		$920K Buy
21,094
+1,002
+5% +$46.2K 0.16% 97
2018
Q2 		$930K Buy
20,092
+2,196
+12% +$98.3K 0.17% 91
2018
Q1 		$799K Sell
17,896
-1,788
-9% -$79.4K 0.14% 146
2017
Q4 		$947K Sell
19,684
-1,856
-9% -$94.6K 0.14% 158
2017
Q3 		$1.06M Sell
21,540
-2,340
-10% -$113K 0.16% 143
2017
Q2 		$1.14M Sell
23,880
-47,869
-67% -$2.4M 0.16% 141
2017
Q1 		$3.57M Sell
71,749
-6,238
-8% -$308K 0.47% 57
2016
Q4 		$3.84M Sell
77,987
-6,443
-8% -$317K 0.44% 67
2016
Q3 		$4.33M Buy
84,430
+23,869
+39% +$1.26M 0.47% 57
2016
Q2 		$3.25M Sell
60,561
-879
-1% -$44.2K 0.33% 77
2016
Q1 		$3.18M Buy
61,440
+10,369
+20% +$505K 0.32% 82
2015
Q4 		$2.39M Sell
51,071
-1,252
-2% -$56.8K 0.26% 92
2015
Q3 		$2.34M Buy
52,323
+7,077
+16% +$310K 0.24% 96
2015
Q2 		$1.9M Sell
45,246
-12,762
-22% -$556K 0.19% 110
2015
Q1 		$2.57M Buy
58,008
+14,590
+34% +$693K 0.24% 94
2014
Q4 		$2.13M Sell
43,418
-11,886
-21% -$561K 0.19% 120
2014
Q3 		$2.41M Sell
55,304
-2,447
-4% -$107K 0.17% 135
2014
Q2 		$2.62M Sell
57,751
-6,045
-9% -$267K 0.18% 120
2014
Q1 		$2.8M Sell
63,796
-11,761
-16% -$493K 0.18% 118
2013
Q4 		$3.11M Sell
75,557
-7,897
-9% -$326K 0.19% 117
2013
Q3 		$3.44M Sell
83,454
-9,217
-10% -$397K 0.22% 108
2013
Q2 		$4.09M Buy
+92,671
New +$4.26M 0.26% 92

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Tokio Marine Asset Management's SO Position: Q2 2026 in Review

Tokio Marine Asset Management increased its Southern Company (SO) stake by 4.2% in Q2 2026, buying an estimated $209K and bringing the position to 55,450 shares worth $5.31M. The position accounts for 0.16% of the portfolio, ranked #95.

Tokio Marine Asset Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 1,135 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tokio Marine Asset Management held 55,450 shares of Southern Company worth $5.31M as of Q2 2026.
  • Tokio Marine Asset Management bought 2,220 Southern Company shares in Q2 2026, an estimated $209K.
  • Southern Company made up 0.16% of Tokio Marine Asset Management's portfolio in Q2 2026, its #95 holding.
  • Tokio Marine Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tokio Marine Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.