USS Investment 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 | $14.9M | Sell |
155,704
-19,699
| -11% | -$1.85M | 0.05% | 214 |
|
|
2026
Q1 | $16.9M | Hold |
175,403
| – | – | 0.07% | 154 |
|
|
2025
Q4 | $15.3M | Hold |
175,403
| – | – | 0.07% | 152 |
|
|
2025
Q3 | $16.6M | Hold |
175,403
| – | – | 0.08% | 145 |
|
|
2025
Q2 | $16.1M | Hold |
175,403
| – | – | 0.1% | 138 |
|
|
2025
Q1 | $16.1M | Hold |
175,403
| – | – | 0.12% | 127 |
|
|
2024
Q4 | $14.4M | Sell |
175,403
-12,994
| -7% | -$1.14M | 0.1% | 159 |
|
|
2024
Q3 | $17M | Buy |
188,397
+9,016
| +5% | +$770K | 0.12% | 138 |
|
|
2024
Q2 | $13.9M | Buy |
179,381
+2,496
| +1% | +$189K | 0.11% | 151 |
|
|
2024
Q1 | $12.7M | Sell |
176,885
-8,635
| -5% | -$596K | 0.1% | 158 |
|
|
2023
Q4 | $13M | Sell |
185,520
-36,457
| -16% | -$2.5M | 0.12% | 143 |
|
|
2023
Q3 | $14.4M | Buy |
221,977
+18,751
| +9% | +$1.3M | 0.16% | 130 |
|
|
2023
Q2 | $14.3M | Hold |
203,226
| – | – | 0.17% | 131 |
|
|
2023
Q1 | $14.1M | Buy |
203,226
+1,706
| +0.8% | +$115K | 0.19% | 121 |
|
|
2022
Q4 | $14.4M | Sell |
201,520
-45,600
| -18% | -$3.05M | 0.2% | 111 |
|
|
2022
Q3 | $16.8M | Sell |
247,120
-78,404
| -24% | -$5.94M | 0.25% | 85 |
|
|
2022
Q2 | $23.2M | Buy |
325,524
+67,885
| +26% | +$4.98M | 0.23% | 92 |
|
|
2022
Q1 | $18.7M | Buy |
257,639
+24,287
| +10% | +$1.64M | 0.15% | 141 |
|
|
2021
Q4 | $16M | Hold |
233,352
| – | – | 0.12% | 167 |
|
|
2021
Q3 | $14.5M | Sell |
233,352
-116,075
| -33% | -$7.47M | 0.12% | 175 |
|
|
2021
Q2 | $21.1M | Hold |
349,427
| – | – | 0.17% | 112 |
|
|
2021
Q1 | $21.7M | Hold |
349,427
| – | – | 0.19% | 104 |
|
|
2020
Q4 | $21.5M | Hold |
349,427
| – | – | 0.19% | 104 |
|
|
2020
Q3 | $18.9M | Hold |
349,427
| – | – | 0.18% | 105 |
|
|
2020
Q2 | $18.1M | Sell |
349,427
-41,469
| -11% | -$2.31M | 0.19% | 98 |
|
|
2020
Q1 | $21.2M | Sell |
390,896
-50,647
| -11% | -$3.21M | 0.29% | 86 |
|
|
2019
Q4 | $28.1M | Sell |
441,543
-166,395
| -27% | -$10.3M | 0.27% | 74 |
|
|
2019
Q3 | $37.5M | Hold |
607,938
| – | – | 0.39% | 57 |
|
|
2019
Q2 | $33.6M | Hold |
607,938
| – | – | 0.35% | 62 |
|
|
2019
Q1 | $31.4M | Buy |
+607,938
| New | +$29.8M | 0.35% | 57 |
|
|
2018
Q1 | – | Sell |
-133,529
| Closed | -$6.42M | – | 137 |
|
|
2017
Q4 | $6.42M | Sell |
133,529
-18,200
| -12% | -$927K | 0.07% | 118 |
|
|
2017
Q3 | $7.46M | Buy |
151,729
+25,800
| +20% | +$1.25M | 0.06% | 108 |
|
|
2017
Q2 | $6.03M | Buy |
125,929
+11,500
| +10% | +$577K | 0.06% | 127 |
|
|
2017
Q1 | $5.7M | Buy |
114,429
+9,100
| +9% | +$450K | 0.08% | 128 |
|
|
2016
Q4 | $5.18M | Sell |
105,329
-5,700
| -5% | -$280K | 0.08% | 132 |
|
|
2016
Q3 | $5.7M | Sell |
111,029
-13,400
| -11% | -$706K | 0.09% | 105 |
|
|
2016
Q2 | $6.67M | Hold |
124,429
| – | – | 0.12% | 104 |
|
|
2016
Q1 | $6.43M | Buy |
+124,429
| New | +$6.06M | 0.11% | 117 |
|
|
2015
Q4 | – | Sell |
-81,988
| Closed | -$3.67M | – | 163 |
|
|
2015
Q3 | $3.67M | Buy |
+81,988
| New | +$3.6M | 0.07% | 111 |
|
Other funds holding SO
USS Investment Management's SO Position: Q2 2026 in Review
USS Investment Management reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $1.85M and leaving 155,704 shares worth $14.9M. The position accounts for 0.05% of the portfolio, ranked #214.
USS Investment Management first reported a position in SO in Q3 2015 and has held it in 39 quarters since. The position peaked at $37.5M in Q3 2019. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- USS Investment Management held 155,704 shares of Southern Company worth $14.9M as of Q2 2026.
- USS Investment Management sold 19,699 Southern Company shares in Q2 2026, an estimated $1.85M.
- Southern Company made up 0.05% of USS Investment Management's portfolio in Q2 2026, its #214 holding.
- USS Investment Management first reported a position in Southern Company in Q3 2015 and has held it in 39 quarters since.
- USS Investment Management's Southern Company position peaked at $37.5M in Q3 2019.
- 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.