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New York Life Investment Management’s Southern Company SO Stock Holding History

New York Life 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 		$14.8M Buy
153,048
+1,979
+1% +$183K 0.13% 149
2025
Q4 		$13.2M Buy
151,069
+1,579
+1% +$144K 0.11% 151
2025
Q3 		$14.2M Sell
149,490
-130
-0.1% -$12.1K 0.12% 147
2025
Q2 		$13.7M Buy
149,620
+3,233
+2% +$290K 0.13% 145
2025
Q1 		$13.5M Sell
146,387
-411
-0.3% -$35.6K 0.14% 139
2024
Q4 		$12.1M Buy
146,798
+1,431
+1% +$126K 0.12% 155
2024
Q3 		$13.1M Sell
145,367
-4,821
-3% -$412K 0.13% 156
2024
Q2 		$11.7M Buy
150,188
+1,165
+0.8% +$88.3K 0.12% 167
2024
Q1 		$10.7M Sell
149,023
-5,663
-4% -$391K 0.11% 176
2023
Q4 		$10.8M Sell
154,686
-1,155
-0.7% -$79.3K 0.11% 162
2023
Q3 		$10.1M Buy
155,841
+1,055
+0.7% +$73.2K 0.11% 168
2023
Q2 		$10.9M Buy
154,786
+962
+0.6% +$69K 0.11% 163
2023
Q1 		$10.7M Buy
153,824
+375
+0.2% +$25.3K 0.12% 168
2022
Q4 		$11M Buy
153,449
+3,701
+2% +$247K 0.13% 177
2022
Q3 		$10.2M Buy
149,748
+427
+0.3% +$32.3K 0.12% 173
2022
Q2 		$10.6M Buy
+149,321
New +$11M 0.12% 169
2015
Q4 		– Sell
-8,891
Closed -$397K – 188
2015
Q3 		$397K Hold
8,891
– – 0.04% 117
2015
Q2 		$373K Hold
8,891
– – 0.04% 128
2015
Q1 		$394K Sell
8,891
-200
-2% -$9.5K 0.04% 124
2014
Q4 		$446K Sell
9,091
-2,000
-18% -$94.4K 0.05% 102
2014
Q3 		$484K Hold
11,091
– – 0.08% 81
2014
Q2 		$503K Buy
11,091
+3,591
+48% +$159K 0.09% 72
2014
Q1 		$330K Buy
7,500
+2,700
+56% +$113K 0.07% 61
2013
Q4 		$197K Hold
4,800
– – 0.05% 111
2013
Q3 		$198K Hold
4,800
– – 0.06% 110
2013
Q2 		$212K Buy
+4,800
New +$221K 0.07% 88

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

New York Life Investment Management's SO Position: Q1 2026 in Review

New York Life Investment Management increased its Southern Company (SO) stake by 1.3% in Q1 2026, buying an estimated $183K and bringing the position to 153,048 shares worth $14.8M. The position accounts for 0.13% of the portfolio, ranked #149.

New York Life Investment Management first reported a position in SO in Q2 2013 and has held it in 26 quarters since. 2,349 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • New York Life Investment Management held 153,048 shares of Southern Company worth $14.8M as of Q1 2026.
  • New York Life Investment Management bought 1,979 Southern Company shares in Q1 2026, an estimated $183K.
  • Southern Company made up 0.13% of New York Life Investment Management's portfolio in Q1 2026, its #149 holding.
  • New York Life Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 26 quarters since.
  • 2,349 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.