Neuberger Berman Group’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
Q1 | $10M | Buy |
104,079
+8,676
| +9% | +$803K | 0.01% | 816 |
|
|
2025
Q4 | $8.32M | Buy |
95,403
+787
| +0.8% | +$71.8K | 0.01% | 851 |
|
|
2025
Q3 | $8.97M | Buy |
94,616
+879
| +0.9% | +$82.1K | 0.01% | 823 |
|
|
2025
Q2 | $8.61M | Buy |
93,737
+13,216
| +16% | +$1.19M | 0.01% | 830 |
|
|
2025
Q1 | $7.4M | Buy |
80,521
+593
| +0.7% | +$51.3K | 0.01% | 845 |
|
|
2024
Q4 | $6.58M | Buy |
79,928
+7,539
| +10% | +$661K | 0.01% | 892 |
|
|
2024
Q3 | $6.53M | Buy |
72,389
+1,235
| +2% | +$105K | 0.01% | 876 |
|
|
2024
Q2 | $5.52M | Sell |
71,154
-2,932
| -4% | -$222K | ﹤0.01% | 891 |
|
|
2024
Q1 | $5.31M | Sell |
74,086
-9,258
| -11% | -$639K | ﹤0.01% | 905 |
|
|
2023
Q4 | $5.84M | Sell |
83,344
-6,768
| -8% | -$465K | 0.01% | 881 |
|
|
2023
Q3 | $5.83M | Sell |
90,112
-8,014
| -8% | -$556K | 0.01% | 851 |
|
|
2023
Q2 | $6.89M | Buy |
98,126
+4,269
| +5% | +$306K | 0.01% | 825 |
|
|
2023
Q1 | $6.53M | Sell |
93,857
-20,171
| -18% | -$1.36M | 0.01% | 825 |
|
|
2022
Q4 | $8.14M | Buy |
114,028
+3,841
| +3% | +$257K | 0.01% | 787 |
|
|
2022
Q3 | $7.58M | Buy |
110,187
+29,881
| +37% | +$2.26M | 0.01% | 794 |
|
|
2022
Q2 | $5.78M | Sell |
80,306
-6,630
| -8% | -$487K | 0.01% | 857 |
|
|
2022
Q1 | $6.34M | Buy |
86,936
+4,259
| +5% | +$288K | 0.01% | 908 |
|
|
2021
Q4 | $4.98M | Sell |
82,677
-12,347
| -13% | -$787K | ﹤0.01% | 978 |
|
|
2021
Q3 | $5.32M | Buy |
95,024
+11,536
| +14% | +$743K | ﹤0.01% | 942 |
|
|
2021
Q2 | $4.79M | Buy |
83,488
+31,817
| +62% | +$2.03M | ﹤0.01% | 971 |
|
|
2021
Q1 | $3.06M | Sell |
51,671
-120
| -0.2% | -$7.18K | ﹤0.01% | 1063 |
|
|
2020
Q4 | $3.12M | Sell |
51,791
-5,396
| -9% | -$324K | ﹤0.01% | 1024 |
|
|
2020
Q3 | $3.07M | Buy |
57,187
+10,272
| +22% | +$549K | ﹤0.01% | 972 |
|
|
2020
Q2 | $2.41M | Buy |
46,915
+4,333
| +10% | +$241K | ﹤0.01% | 976 |
|
|
2020
Q1 | $2.31M | Sell |
42,582
-94,830
| -69% | -$6.01M | ﹤0.01% | 914 |
|
|
2019
Q4 | $8.75M | Sell |
137,412
-4,783
| -3% | -$296K | 0.01% | 769 |
|
|
2019
Q3 | $8.78M | Sell |
142,195
-14,146
| -9% | -$820K | 0.01% | 738 |
|
|
2019
Q2 | $8.64M | Sell |
156,341
-3,847
| -2% | -$206K | 0.01% | 785 |
|
|
2019
Q1 | $8.28M | Sell |
160,188
-32,109
| -17% | -$1.57M | 0.01% | 772 |
|
|
2018
Q4 | $8.45M | Sell |
192,297
-10,145
| -5% | -$461K | 0.01% | 756 |
|
|
2018
Q3 | $8.83M | Buy |
202,442
+141,696
| +233% | +$6.53M | 0.01% | 822 |
|
|
2018
Q2 | $2.81M | Sell |
60,746
-269
| -0.4% | -$12K | ﹤0.01% | 1000 |
|
|
2018
Q1 | $2.73M | Buy |
61,015
+7,049
| +13% | +$313K | ﹤0.01% | 976 |
|
|
2017
Q4 | $2.6M | Sell |
53,966
-3,719
| -6% | -$189K | ﹤0.01% | 982 |
|
|
2017
Q3 | $2.83M | Buy |
57,685
+1,379
| +2% | +$66.8K | ﹤0.01% | 936 |
|
|
2017
Q2 | $2.7M | Sell |
56,306
-12,771
| -18% | -$640K | ﹤0.01% | 951 |
|
|
2017
Q1 | $3.44M | Sell |
69,077
-6,923
| -9% | -$342K | ﹤0.01% | 911 |
|
|
2016
Q4 | $3.74M | Sell |
76,000
-2,517
| -3% | -$124K | 0.01% | 899 |
|
|
2016
Q3 | $4.03M | Buy |
78,517
+7,859
| +11% | +$414K | 0.01% | 873 |
|
|
2016
Q2 | $3.79M | Buy |
70,658
+23,984
| +51% | +$1.21M | 0.01% | 882 |
|
|
2016
Q1 | $2.41M | Buy |
46,674
+14
| +0% | +$682 | ﹤0.01% | 959 |
|
|
2015
Q4 | $2.18M | Sell |
46,660
-4,218
| -8% | -$191K | ﹤0.01% | 990 |
|
|
2015
Q3 | $2.27M | Sell |
50,878
-1,188
| -2% | -$52.1K | ﹤0.01% | 1008 |
|
|
2015
Q2 | $2.18M | Sell |
52,066
-10,054
| -16% | -$438K | ﹤0.01% | 1048 |
|
|
2015
Q1 | $2.75M | Sell |
62,120
-15,193
| -20% | -$722K | ﹤0.01% | 1025 |
|
|
2014
Q4 | $3.8M | Sell |
77,313
-3,752
| -5% | -$177K | ﹤0.01% | 980 |
|
|
2014
Q3 | $3.54M | Buy |
81,065
+6,606
| +9% | +$290K | ﹤0.01% | 1019 |
|
|
2014
Q2 | $3.38M | Sell |
74,459
-615,145
| -89% | -$27.2M | ﹤0.01% | 1034 |
|
|
2014
Q1 | $30.3M | Buy |
689,604
+542,719
| +369% | +$22.7M | 0.03% | 535 |
|
|
2013
Q4 | $6.04M | Sell |
146,885
-7,420
| -5% | -$306K | 0.01% | 884 |
|
|
2013
Q3 | $6.35M | Sell |
154,305
-371,167
| -71% | -$16M | 0.01% | 869 |
|
|
2013
Q2 | $23.2M | Buy |
+525,472
| New | +$24.2M | 0.03% | 561 |
|
Other funds holding SO
VCM
VPM
Neuberger Berman Group's SO Position: Q1 2026 in Review
Neuberger Berman Group increased its Southern Company (SO) stake by 9.1% in Q1 2026, buying an estimated $803K and bringing the position to 104,079 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #816.
Neuberger Berman Group first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.3M in Q1 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Neuberger Berman Group held 104,079 shares of Southern Company worth $10M as of Q1 2026.
- Neuberger Berman Group bought 8,676 Southern Company shares in Q1 2026, an estimated $803K.
- Southern Company made up 0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #816 holding.
- Neuberger Berman Group first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Neuberger Berman Group's Southern Company position peaked at $30.3M in Q1 2014.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.