Utah Retirement Systems’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 | $16.4M | Sell |
171,346
-7,805
| -4% | -$735K | 0.16% | 107 |
|
|
2026
Q1 | $17.3M | Sell |
179,151
-2,842
| -2% | -$263K | 0.18% | 102 |
|
|
2025
Q4 | $15.9M | Hold |
181,993
| – | – | 0.15% | 115 |
|
|
2025
Q3 | $17.2M | Buy |
181,993
+1,073
| +0.6% | +$100K | 0.17% | 109 |
|
|
2025
Q2 | $16.6M | Sell |
180,920
-752
| -0.4% | -$67.5K | 0.17% | 109 |
|
|
2025
Q1 | $16.7M | Hold |
181,672
| – | – | 0.19% | 102 |
|
|
2024
Q4 | $15M | Buy |
181,672
+600
| +0.3% | +$52.6K | 0.16% | 109 |
|
|
2024
Q3 | $16.3M | Buy |
181,072
+700
| +0.4% | +$59.8K | 0.18% | 109 |
|
|
2024
Q2 | $14M | Sell |
180,372
-8,500
| -5% | -$644K | 0.17% | 116 |
|
|
2024
Q1 | $13.5M | Sell |
188,872
-200
| -0.1% | -$13.8K | 0.16% | 122 |
|
|
2023
Q4 | $13.3M | Buy |
189,072
+1,600
| +0.9% | +$110K | 0.17% | 120 |
|
|
2023
Q3 | $12.1M | Buy |
187,472
+400
| +0.2% | +$27.8K | 0.17% | 118 |
|
|
2023
Q2 | $13.1M | Sell |
187,072
-6,500
| -3% | -$466K | 0.18% | 109 |
|
|
2023
Q1 | $13.5M | Buy |
193,572
+500
| +0.3% | +$33.7K | 0.19% | 106 |
|
|
2022
Q4 | $13.8M | Buy |
193,072
+2,800
| +1% | +$187K | 0.22% | 102 |
|
|
2022
Q3 | $12.9M | Buy |
190,272
+1,000
| +0.5% | +$75.8K | 0.22% | 95 |
|
|
2022
Q2 | $13.5M | Buy |
189,272
+600
| +0.3% | +$44.1K | 0.22% | 93 |
|
|
2022
Q1 | $13.7M | Sell |
188,672
-3,200
| -2% | -$217K | 0.18% | 104 |
|
|
2021
Q4 | $13.2M | Buy |
191,872
+400
| +0.2% | +$25.5K | 0.16% | 119 |
|
|
2021
Q3 | $11.9M | Sell |
191,472
-10,200
| -5% | -$657K | 0.16% | 123 |
|
|
2021
Q2 | $12.2M | Sell |
201,672
-1,200
| -0.6% | -$76.7K | 0.16% | 129 |
|
|
2021
Q1 | $12.6M | Sell |
202,872
-8,900
| -4% | -$533K | 0.18% | 122 |
|
|
2020
Q4 | $13M | Buy |
211,772
+9,100
| +4% | +$547K | 0.18% | 112 |
|
|
2020
Q3 | $11M | Buy |
202,672
+1,300
| +0.6% | +$69.5K | 0.18% | 114 |
|
|
2020
Q2 | $10.4M | Buy |
201,372
+2,800
| +1% | +$156K | 0.19% | 108 |
|
|
2020
Q1 | $10.8M | Hold |
198,572
| – | – | 0.23% | 97 |
|
|
2019
Q4 | $12.6M | Buy |
198,572
+800
| +0.4% | +$49.6K | 0.22% | 95 |
|
|
2019
Q3 | $12.2M | Buy |
197,772
+1,300
| +0.7% | +$75.4K | 0.23% | 89 |
|
|
2019
Q2 | $10.9M | Buy |
196,472
+1,962
| +1% | +$105K | 0.21% | 98 |
|
|
2019
Q1 | $10.1M | Buy |
194,510
+5,009
| +3% | +$246K | 0.2% | 101 |
|
|
2018
Q4 | $8.32M | Buy |
189,501
+1,200
| +0.6% | +$54.6K | 0.19% | 110 |
|
|
2018
Q3 | $8.21M | Buy |
188,301
+700
| +0.4% | +$32.3K | 0.16% | 133 |
|
|
2018
Q2 | $8.69M | Buy |
187,601
+2,000
| +1% | +$89.5K | 0.18% | 118 |
|
|
2018
Q1 | $8.29M | Buy |
185,601
+300
| +0.2% | +$13.3K | 0.18% | 120 |
|
|
2017
Q4 | $8.91M | Buy |
185,301
+2,500
| +1% | +$127K | 0.19% | 118 |
|
|
2017
Q3 | $8.98M | Buy |
182,801
+200
| +0.1% | +$9.7K | 0.2% | 105 |
|
|
2017
Q2 | $8.74M | Buy |
182,601
+2,800
| +2% | +$140K | 0.2% | 107 |
|
|
2017
Q1 | $8.95M | Buy |
179,801
+7,700
| +4% | +$381K | 0.21% | 99 |
|
|
2016
Q4 | $8.47M | Hold |
172,101
| – | – | 0.21% | 104 |
|
|
2016
Q3 | $8.83M | Hold |
172,101
| – | – | 0.23% | 89 |
|
|
2016
Q2 | $9.23M | Buy |
172,101
+9,000
| +6% | +$453K | 0.25% | 87 |
|
|
2016
Q1 | $8.44M | Buy |
163,101
+200
| +0.1% | +$9.74K | 0.23% | 92 |
|
|
2015
Q4 | $7.62M | Buy |
162,901
+300
| +0.2% | +$13.6K | 0.21% | 105 |
|
|
2015
Q3 | $7.27M | Buy |
162,601
+900
| +0.6% | +$39.5K | 0.21% | 103 |
|
|
2015
Q2 | $6.78M | Buy |
161,701
+2,400
| +2% | +$105K | 0.18% | 123 |
|
|
2015
Q1 | $7.05M | Buy |
159,301
+5,000
| +3% | +$238K | 0.19% | 115 |
|
|
2014
Q4 | $7.58M | Hold |
154,301
| – | – | 0.21% | 105 |
|
|
2014
Q3 | $6.74M | Sell |
154,301
-300
| -0.2% | -$13.2K | 0.19% | 117 |
|
|
2014
Q2 | $7.02M | Sell |
154,601
-1,700
| -1% | -$75.2K | 0.2% | 108 |
|
|
2014
Q1 | $6.87M | Buy |
156,301
+1,100
| +0.7% | +$46.1K | 0.2% | 109 |
|
|
2013
Q4 | $6.38M | Hold |
155,201
| – | – | 0.19% | 115 |
|
|
2013
Q3 | $6.39M | Sell |
155,201
-1,300
| -0.8% | -$56K | 0.21% | 99 |
|
|
2013
Q2 | $6.91M | Buy |
+156,501
| New | +$7.2M | 0.23% | 89 |
|
Other funds holding SO
Utah Retirement Systems's SO Position: Q2 2026 in Review
Utah Retirement Systems reduced its Southern Company (SO) stake by 4.4% in Q2 2026, selling an estimated $735K and leaving 171,346 shares worth $16.4M. The position accounts for 0.16% of the portfolio, ranked #107.
Utah Retirement Systems first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.3M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Utah Retirement Systems held 171,346 shares of Southern Company worth $16.4M as of Q2 2026.
- Utah Retirement Systems sold 7,805 Southern Company shares in Q2 2026, an estimated $735K.
- Southern Company made up 0.16% of Utah Retirement Systems's portfolio in Q2 2026, its #107 holding.
- Utah Retirement Systems first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Utah Retirement Systems's Southern Company position peaked at $17.3M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.