UM
SO icon

UniSuper Management’s Southern Company SO Stock Holding History

UniSuper 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 		$11.7M Buy
122,164
+35,177
+40% +$3.31M 0.06% 183
2026
Q1 		$8.4M Sell
86,987
-1,697
-2% -$157K 0.05% 184
2025
Q4 		$7.73M Buy
88,684
+1,476
+2% +$135K 0.05% 188
2025
Q3 		$8.26M Buy
87,208
+13,193
+18% +$1.23M 0.05% 191
2025
Q2 		$6.8M Sell
74,015
-1,544
-2% -$139K 0.05% 198
2025
Q1 		$6.95M Buy
75,559
+2,807
+4% +$243K 0.05% 181
2024
Q4 		$5.99M Buy
72,752
+16,846
+30% +$1.48M 0.04% 198
2024
Q3 		$5.04M Buy
55,906
+481
+0.9% +$41.1K 0.04% 229
2024
Q2 		$4.3M Buy
55,425
+27,248
+97% +$2.06M 0.04% 234
2024
Q1 		$2.02M Buy
28,177
+19,248
+216% +$1.33M 0.02% 252
2023
Q4 		$626K Buy
8,929
+929
+12% +$63.8K 0.01% 305
2023
Q3 		$518K Hold
8,000
– – 0.01% 318
2023
Q2 		$562K Buy
+8,000
New +$574K 0.01% 305

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UniSuper Management's SO Position: Q2 2026 in Review

UniSuper Management increased its Southern Company (SO) stake by 40% in Q2 2026, buying an estimated $3.31M and bringing the position to 122,164 shares worth $11.7M. The position accounts for 0.06% of the portfolio, ranked #183.

UniSuper Management first reported a position in SO in Q2 2023 and has held it in 13 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • UniSuper Management held 122,164 shares of Southern Company worth $11.7M as of Q2 2026.
  • UniSuper Management bought 35,177 Southern Company shares in Q2 2026, an estimated $3.31M.
  • Southern Company made up 0.06% of UniSuper Management's portfolio in Q2 2026, its #183 holding.
  • UniSuper Management first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.