Towarzystwo Funduszy Inwestycyjnych PZU SA’s Southern Company SO Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$156K	Buy	1,630 +360	+28%	+$33.9K	0.04%	233
2026 Q1	$123K	Hold	1,270	–	–	0.04%	239
2025 Q4	$111K	Hold	1,270	–	–	0.03%	244
2025 Q3	$120K	Hold	1,270	–	–	0.03%	234
2025 Q2	$117K	Hold	1,270	–	–	0.03%	234
2025 Q1	$117K	Hold	1,270	–	–	0.04%	211
2024 Q4	$105K	Buy	1,270 +358	+39%	+$31.4K	0.03%	201
2024 Q3	$82.2K	Hold	912	–	–	0.03%	238
2024 Q2	$70.7K	Hold	912	–	–	0.03%	230
2024 Q1	$65.4K	Hold	912	–	–	0.03%	252
2023 Q4	$63.9K	Buy	+912	New	+$62.6K	0.03%	235
2021 Q3	$24.3K	Hold	392	–	–	0.03%	256
2021 Q2	$23.7K	Hold	392	–	–	0.03%	264
2021 Q1	$24.4K	Hold	392	–	–	0.04%	216
2020 Q4	$24.1K	Buy	+392	New	+$23.6K	0.02%	199

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's SO Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $33.9K and bringing the position to 1,630 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #233.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in SO in Q4 2020 and has held it in 15 quarters since. 1,912 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,630 shares of Southern Company worth $156K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 360 Southern Company shares in Q2 2026, an estimated $33.9K.
Southern Company made up 0.04% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #233 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Southern Company in Q4 2020 and has held it in 15 quarters since.
1,912 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.