New York State Teachers Retirement System (NYSTRS)
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New York State Teachers Retirement System (NYSTRS)’s Southern Company SO Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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 		$74.6M Sell
779,399
-85,371
-10% -$8.04M 0.14% 117
2026
Q1 		$83.5M Buy
864,770
+82,300
+11% +$7.61M 0.17% 104
2025
Q4 		$68.2M Sell
782,470
-15,706
-2% -$1.43M 0.13% 119
2025
Q3 		$75.6M Sell
798,176
-6,553
-0.8% -$612K 0.15% 114
2025
Q2 		$73.9M Sell
804,729
-36,145
-4% -$3.25M 0.15% 113
2025
Q1 		$77.3M Sell
840,874
-66,997
-7% -$5.8M 0.18% 99
2024
Q4 		$74.7M Sell
907,871
-32,763
-3% -$2.87M 0.16% 101
2024
Q3 		$84.8M Sell
940,634
-34,309
-4% -$2.93M 0.18% 103
2024
Q2 		$75.6M Sell
974,943
-60,735
-6% -$4.6M 0.16% 113
2024
Q1 		$74.3M Sell
1,035,678
-28,582
-3% -$1.97M 0.16% 118
2023
Q4 		$74.6M Sell
1,064,260
-59,302
-5% -$4.07M 0.17% 110
2023
Q3 		$72.7M Sell
1,123,562
-31,275
-3% -$2.17M 0.18% 106
2023
Q2 		$81.1M Sell
1,154,837
-13,353
-1% -$958K 0.18% 102
2023
Q1 		$81.3M Sell
1,168,190
-3,096
-0.3% -$208K 0.19% 102
2022
Q4 		$83.6M Buy
1,171,286
+3,939
+0.3% +$263K 0.21% 101
2022
Q3 		$79.4M Buy
1,167,347
+62
+0% +$4.7K 0.21% 93
2022
Q2 		$83.2M Sell
1,167,285
-3,783
-0.3% -$278K 0.2% 94
2022
Q1 		$84.9M Buy
1,171,068
+621
+0.1% +$42.1K 0.17% 109
2021
Q4 		$80.3M Sell
1,170,447
-14,724
-1% -$939K 0.16% 119
2021
Q3 		$73.4M Sell
1,185,171
-75,942
-6% -$4.89M 0.16% 124
2021
Q2 		$76.3M Sell
1,261,113
-23,996
-2% -$1.53M 0.16% 121
2021
Q1 		$79.9M Sell
1,285,109
-73,378
-5% -$4.39M 0.17% 117
2020
Q4 		$83.5M Sell
1,358,487
-64,878
-5% -$3.9M 0.18% 112
2020
Q3 		$77.2M Sell
1,423,365
-91,951
-6% -$4.91M 0.19% 103
2020
Q2 		$78.6M Sell
1,515,316
-22,030
-1% -$1.22M 0.2% 100
2020
Q1 		$83.2M Buy
1,537,346
+14,600
+1% +$925K 0.25% 81
2019
Q4 		$97M Sell
1,522,746
-8,732
-0.6% -$541K 0.23% 90
2019
Q3 		$94.6M Buy
1,531,478
+40,912
+3% +$2.37M 0.24% 84
2019
Q2 		$82.4M Buy
1,490,566
+40,116
+3% +$2.15M 0.21% 94
2019
Q1 		$75M Buy
1,450,450
+919
+0.1% +$45K 0.19% 110
2018
Q4 		$63.7M Sell
1,449,531
-60,910
-4% -$2.77M 0.18% 117
2018
Q3 		$65.9M Sell
1,510,441
-20,446
-1% -$942K 0.15% 134
2018
Q2 		$70.9M Sell
1,530,887
-7,803
-0.5% -$349K 0.17% 124
2018
Q1 		$68.7M Buy
1,538,690
+734
+0% +$32.6K 0.17% 125
2017
Q4 		$74M Buy
1,537,956
+5,974
+0.4% +$304K 0.18% 122
2017
Q3 		$75.3M Buy
1,531,982
+789
+0.1% +$38.2K 0.19% 111
2017
Q2 		$73.3M Sell
1,531,193
-45,125
-3% -$2.26M 0.19% 115
2017
Q1 		$78.5M Sell
1,576,318
-23,272
-1% -$1.15M 0.2% 109
2016
Q4 		$78.7M Sell
1,599,590
-12,957
-0.8% -$637K 0.21% 108
2016
Q3 		$82.7M Sell
1,612,547
-16,762
-1% -$883K 0.22% 96
2016
Q2 		$87.4M Buy
1,629,309
+4,986
+0.3% +$251K 0.23% 89
2016
Q1 		$84M Buy
1,624,323
+6,959
+0.4% +$339K 0.22% 92
2015
Q4 		$75.7M Buy
1,617,364
+99
+0% +$4.49K 0.2% 107
2015
Q3 		$72.3M Buy
1,617,265
+32
+0% +$1.4K 0.2% 103
2015
Q2 		$67.8M Sell
1,617,233
-44,314
-3% -$1.93M 0.18% 121
2015
Q1 		$73.6M Sell
1,661,547
-2,246
-0.1% -$107K 0.19% 109
2014
Q4 		$81.7M Buy
1,663,793
+3,697
+0.2% +$175K 0.21% 106
2014
Q3 		$72.5M Sell
1,660,096
-2,651
-0.2% -$116K 0.19% 113
2014
Q2 		$75.5M Sell
1,662,747
-71,097
-4% -$3.14M 0.2% 109
2014
Q1 		$76.2M Sell
1,733,844
-63,543
-4% -$2.66M 0.2% 106
2013
Q4 		$73.9M Sell
1,797,387
-83,653
-4% -$3.45M 0.19% 112
2013
Q3 		$77.5M Sell
1,881,040
-36,963
-2% -$1.59M 0.21% 97
2013
Q2 		$84.6M Buy
+1,918,003
New +$88.2M 0.24% 89

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

New York State Teachers Retirement System (NYSTRS)'s SO Position: Q2 2026 in Review

New York State Teachers Retirement System (NYSTRS) reduced its Southern Company (SO) stake by 9.9% in Q2 2026, selling an estimated $8.04M and leaving 779,399 shares worth $74.6M. The position accounts for 0.14% of the portfolio, ranked #117.

New York State Teachers Retirement System (NYSTRS) first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $97M in Q4 2019. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • New York State Teachers Retirement System (NYSTRS) held 779,399 shares of Southern Company worth $74.6M as of Q2 2026.
  • New York State Teachers Retirement System (NYSTRS) sold 85,371 Southern Company shares in Q2 2026, an estimated $8.04M.
  • Southern Company made up 0.14% of New York State Teachers Retirement System (NYSTRS)'s portfolio in Q2 2026, its #117 holding.
  • New York State Teachers Retirement System (NYSTRS) first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • New York State Teachers Retirement System (NYSTRS)'s Southern Company position peaked at $97M in Q4 2019.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2026, filed 23 Jul 2026.