Zurich Insurance Group’s Southern Company SO Stock Holding History

Zurich Insurance Group’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	$45.8M	Buy	+474,841	New	+$43.9M	0.36%	76
2022 Q3	–	Sell	-353,766	Closed	-$25.2M	–	257
2022 Q2	$25.2M	Sell	353,766 -225,507	-39%	-$16.6M	0.37%	87
2022 Q1	$42M	Buy	+579,273	New	+$39.2M	0.52%	63
2019 Q4	–	Sell	-258,518	Closed	-$16M	–	446
2019 Q3	$16M	Buy	258,518 +8,550	+3%	+$496K	0.3%	82
2019 Q2	$13.8M	Buy	+249,968	New	+$13.4M	0.27%	95
2018 Q4	–	Sell	-178,958	Closed	-$7.8M	–	518
2018 Q3	$7.8M	Buy	178,958 +20,695	+13%	+$954K	0.17%	165
2018 Q2	$7.33M	Buy	+158,263	New	+$7.08M	0.17%	181
2018 Q1	–	Sell	-159,130	Closed	-$7.65M	–	575
2017 Q4	$7.65M	Buy	159,130 +31,368	+25%	+$1.6M	0.18%	128
2017 Q3	$6.28M	Sell	127,762 -18,183	-12%	-$881K	0.17%	143
2017 Q2	$6.99M	Sell	145,945 -15,664	-10%	-$785K	0.2%	119
2017 Q1	$8.04M	Buy	161,609 +2,800	+2%	+$138K	0.23%	96
2016 Q4	$7.81M	Buy	158,809 +7,863	+5%	+$386K	0.25%	92
2016 Q3	$7.74M	Sell	150,946 -20,237	-12%	-$1.07M	0.26%	103
2016 Q2	$9.18M	Buy	171,183 +118	+0.1%	+$5.93K	0.32%	83
2016 Q1	$8.85M	Buy	171,065 +63,055	+58%	+$3.07M	0.32%	86
2015 Q4	$5.05M	Buy	+108,010	New	+$4.9M	0.18%	155

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zurich Insurance Group's SO Position: Q1 2026 in Review

Zurich Insurance Group opened a new position in Southern Company (SO) in Q1 2026: 474,841 shares worth $45.8M. The stake represents 0.36% of the portfolio and ranks #76 among its holdings. This is a return to the name: Zurich Insurance Group previously reported a position in SO as recently as Q2 2022.

Zurich Insurance Group first reported a position in SO in Q4 2015 and has held it in 16 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Zurich Insurance Group held 474,841 shares of Southern Company worth $45.8M as of Q1 2026.
Southern Company was a new Zurich Insurance Group position in Q1 2026.
Southern Company made up 0.36% of Zurich Insurance Group's portfolio in Q1 2026, its #76 holding.
Zurich Insurance Group first reported a position in Southern Company in Q4 2015 and has held it in 16 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.