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MassMutual Private Wealth & Trust’s Southern Company SO Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.7M Sell
69,971
-1,778
-2% -$167K 0.17% 108
2026
Q1 		$6.93M Sell
71,749
-2,329
-3% -$215K 0.19% 104
2025
Q4 		$6.46M Sell
74,078
-2,795
-4% -$255K 0.17% 111
2025
Q3 		$7.29M Sell
76,873
-1,857
-2% -$173K 0.19% 105
2025
Q2 		$7.23M Sell
78,730
-1,214
-2% -$109K 0.19% 106
2025
Q1 		$7.35M Sell
79,944
-4,105
-5% -$355K 0.21% 104
2024
Q4 		$6.92M Sell
84,049
-3,007
-3% -$264K 0.19% 110
2024
Q3 		$7.85M Buy
87,056
+305
+0.4% +$26.1K 0.22% 98
2024
Q2 		$6.73M Sell
86,751
-346
-0.4% -$26.2K 0.2% 110
2024
Q1 		$6.25M Buy
87,097
+915
+1% +$63.2K 0.19% 111
2023
Q4 		$6.04M Sell
86,182
-1,468
-2% -$101K 0.2% 109
2023
Q3 		$5.67M Sell
87,650
-1,901
-2% -$132K 0.21% 108
2023
Q2 		$6.29M Sell
89,551
-256
-0.3% -$18.4K 0.23% 104
2023
Q1 		$6.25M Buy
89,807
+1,213
+1% +$81.7K 0.24% 104
2022
Q4 		$6.33M Buy
88,594
+263
+0.3% +$17.6K 0.26% 100
2022
Q3 		$6.01M Sell
88,331
-7,394
-8% -$560K 0.27% 100
2022
Q2 		$6.83M Buy
95,725
+339
+0.4% +$24.9K 0.3% 95
2022
Q1 		$6.92M Sell
95,386
-349
-0.4% -$23.6K 0.26% 105
2021
Q4 		$6.57M Buy
95,735
+1,460
+2% +$93.1K 0.24% 104
2021
Q3 		$5.84M Buy
94,275
+1,927
+2% +$124K 0.24% 104
2021
Q2 		$5.59M Buy
92,348
+2,723
+3% +$174K 0.24% 109
2021
Q1 		$5.57M Buy
89,625
+4,529
+5% +$271K 0.26% 104
2020
Q4 		$5.23M Sell
85,096
-1,499
-2% -$90.1K 0.27% 103
2020
Q3 		$4.7M Sell
86,595
-294
-0.3% -$15.7K 0.27% 99
2020
Q2 		$4.5M Buy
86,889
+4,010
+5% +$223K 0.29% 91
2020
Q1 		$4.49M Sell
82,879
-3,975
-5% -$252K 0.36% 72
2019
Q4 		$5.53M Buy
86,854
+1,595
+2% +$98.8K 0.34% 77
2019
Q3 		$5.27M Buy
85,259
+755
+0.9% +$43.8K 0.35% 75
2019
Q2 		$4.67M Buy
84,504
+4,008
+5% +$215K 0.32% 83
2019
Q1 		$4.16M Buy
80,496
+6,347
+9% +$311K 0.3% 92
2018
Q4 		$3.26M Buy
74,149
+271
+0.4% +$12.3K 0.28% 97
2018
Q3 		$3.22M Buy
73,878
+1,891
+3% +$87.1K 0.24% 105
2018
Q2 		$3.33M Buy
71,987
+999
+1% +$44.7K 0.27% 94
2018
Q1 		$3.17M Buy
70,988
+4,028
+6% +$179K 0.26% 98
2017
Q4 		$3.22M Buy
66,960
+4,442
+7% +$226K 0.27% 97
2017
Q3 		$3.07M Buy
62,518
+6,540
+12% +$317K 0.25% 111
2017
Q2 		$2.68M Buy
55,978
+5,729
+11% +$287K 0.24% 119
2017
Q1 		$2.5M Buy
50,249
+11,580
+30% +$572K 0.23% 121
2016
Q4 		$1.9M Buy
+38,669
New +$1.9M 0.23% 116
2016
Q2 		$1.45M Buy
27,044
+3,358
+14% +$169K 0.18% 147
2016
Q1 		$1.23M Sell
23,686
-385
-2% -$18.8K 0.17% 153
2015
Q4 		$1.13M Buy
24,071
+9,623
+67% +$436K 0.16% 147
2015
Q3 		$631K Sell
14,448
-3,697
-20% -$162K 0.13% 165
2015
Q2 		$823K Sell
18,145
-3,734
-17% -$163K 0.18% 126
2015
Q1 		$969K Buy
21,879
+6,296
+40% +$299K 0.16% 150
2014
Q4 		$765K Buy
15,583
+1,135
+8% +$53.6K 0.25% 108
2014
Q3 		$631K Sell
14,448
-697
-5% -$30.6K 0.13% 163
2014
Q2 		$687K Buy
15,145
+1,070
+8% +$47.3K 0.27% 91
2014
Q1 		$618K Buy
14,075
+13,350
+1,841% +$560K 0.36% 81
2013
Q4 		$29.8K Buy
+725
New +$29.9K 0.03% 220

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's SO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Southern Company (SO) stake by 2.5% in Q2 2026, selling an estimated $167K and leaving 69,971 shares worth $6.7M. The position accounts for 0.17% of the portfolio, ranked #108.

MassMutual Private Wealth & Trust first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.85M in Q3 2024. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 69,971 shares of Southern Company worth $6.7M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,778 Southern Company shares in Q2 2026, an estimated $167K.
  • Southern Company made up 0.17% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #108 holding.
  • MassMutual Private Wealth & Trust first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Southern Company position peaked at $7.85M in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.