VOYA Investment Management
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VOYA Investment Management’s Southern Company SO Stock Holding History

VOYA Investment 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
Q1 		$29.1M Sell
301,218
-21,239
-7% -$1.96M 0.03% 395
2025
Q4 		$28.1M Buy
322,457
+9,973
+3% +$910K 0.03% 428
2025
Q3 		$29.6M Sell
312,484
-34,793
-10% -$3.25M 0.03% 408
2025
Q2 		$31.9M Buy
347,277
+6,891
+2% +$619K 0.03% 416
2025
Q1 		$31.3M Sell
340,386
-12,501
-4% -$1.08M 0.03% 408
2024
Q4 		$29M Sell
352,887
-7,369
-2% -$647K 0.03% 434
2024
Q3 		$32.5M Sell
360,256
-129,987
-27% -$11.1M 0.03% 427
2024
Q2 		$38M Sell
490,243
-43,428
-8% -$3.29M 0.04% 372
2024
Q1 		$38.3M Sell
533,671
-4,995
-0.9% -$345K 0.04% 385
2023
Q4 		$37.8M Sell
538,666
-5,531
-1% -$380K 0.04% 386
2023
Q3 		$35.2M Sell
544,197
-4,220
-0.8% -$293K 0.04% 381
2023
Q2 		$38.5M Sell
548,417
-3,873
-0.7% -$278K 0.04% 386
2023
Q1 		$38.4M Sell
552,290
-21,494
-4% -$1.45M 0.04% 388
2022
Q4 		$41M Buy
573,784
+17,875
+3% +$1.2M 0.05% 380
2022
Q3 		$37.8M Sell
555,909
-13,682
-2% -$1.04M 0.05% 373
2022
Q2 		$40.6M Sell
569,591
-138,982
-20% -$10.2M 0.1% 192
2022
Q1 		$51.4M Buy
708,573
+90,248
+15% +$6.11M 0.11% 181
2021
Q4 		$42.4M Buy
618,325
+117,727
+24% +$7.51M 0.08% 215
2021
Q3 		$31M Sell
500,598
-8,990
-2% -$579K 0.06% 233
2021
Q2 		$30.8M Sell
509,588
-19,072
-4% -$1.22M 0.06% 241
2021
Q1 		$32.9M Sell
528,660
-113,446
-18% -$6.79M 0.07% 227
2020
Q4 		$39.4M Sell
642,106
-37,709
-6% -$2.27M 0.08% 209
2020
Q3 		$36.9M Sell
679,815
-15,550
-2% -$831K 0.08% 211
2020
Q2 		$36.1M Buy
695,365
+6,379
+0.9% +$355K 0.08% 214
2020
Q1 		$37.3M Sell
688,986
-32,240
-4% -$2.04M 0.1% 188
2019
Q4 		$45.9M Sell
721,226
-69,087
-9% -$4.28M 0.1% 199
2019
Q3 		$48.8M Buy
790,313
+66,181
+9% +$3.84M 0.11% 193
2019
Q2 		$40M Buy
724,132
+185,165
+34% +$9.91M 0.09% 224
2019
Q1 		$27.9M Sell
538,967
-44,124
-8% -$2.16M 0.06% 284
2018
Q4 		$25.6M Sell
583,091
-36,480
-6% -$1.66M 0.06% 301
2018
Q3 		$27M Buy
619,571
+15,829
+3% +$729K 0.06% 344
2018
Q2 		$28M Buy
603,742
+37,392
+7% +$1.67M 0.06% 347
2018
Q1 		$25.3M Sell
566,350
-50,928
-8% -$2.26M 0.05% 352
2017
Q4 		$29.7M Sell
617,278
-7,539
-1% -$384K 0.06% 322
2017
Q3 		$30.7M Sell
624,817
-107,471
-15% -$5.21M 0.07% 310
2017
Q2 		$35.1M Buy
732,288
+22,335
+3% +$1.12M 0.08% 258
2017
Q1 		$35.3M Buy
709,953
+47,845
+7% +$2.36M 0.08% 250
2016
Q4 		$32.6M Sell
662,108
-872,936
-57% -$42.9M 0.08% 247
2016
Q3 		$78.7K Buy
1,535,044
+223,863
+17% +$11.8M 0.15% 123
2016
Q2 		$70.3M Buy
1,311,181
+763,990
+140% +$38.4M 0.17% 130
2016
Q1 		$28.3M Buy
547,191
+31,593
+6% +$1.54M 0.07% 264
2015
Q4 		$24.1M Sell
515,598
-85,906
-14% -$3.89M 0.06% 295
2015
Q3 		$26.9M Sell
601,504
-3,391,277
-85% -$149M 0.07% 270
2015
Q2 		$167M Buy
3,992,781
+271,020
+7% +$11.8M 0.38% 77
2015
Q1 		$165M Sell
3,721,761
-126,768
-3% -$6.02M 0.37% 76
2014
Q4 		$189M Buy
3,848,529
+3,390,004
+739% +$160M 0.42% 61
2014
Q3 		$20M Sell
458,525
-5,580
-1% -$245K 0.05% 352
2014
Q2 		$21.1M Buy
464,105
+23,773
+5% +$1.05M 0.05% 359
2014
Q1 		$19.3M Buy
440,332
+2,686
+0.6% +$113K 0.04% 371
2013
Q4 		$18M Buy
437,646
+16,422
+4% +$678K 0.04% 383
2013
Q3 		$17.3M Sell
421,224
-20,201
-5% -$870K 0.04% 372
2013
Q2 		$19.5M Buy
+441,425
New +$20.3M 0.05% 321

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VOYA Investment Management's SO Position: Q1 2026 in Review

VOYA Investment Management reduced its Southern Company (SO) stake by 6.6% in Q1 2026, selling an estimated $1.96M and leaving 301,218 shares worth $29.1M. The position accounts for 0.03% of the portfolio, ranked #395.

VOYA Investment Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $189M in Q4 2014. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • VOYA Investment Management held 301,218 shares of Southern Company worth $29.1M as of Q1 2026.
  • VOYA Investment Management sold 21,239 Southern Company shares in Q1 2026, an estimated $1.96M.
  • Southern Company made up 0.03% of VOYA Investment Management's portfolio in Q1 2026, its #395 holding.
  • VOYA Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Southern Company position peaked at $189M in Q4 2014.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.