Nicollet Investment Management’s Southern Company SO Stock Holding History

Nicollet 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
2025 Q3	–	Sell	-11,461	Closed	-$1.05M	–	73
2025 Q2	$1.05M	Hold	11,461	–	–	0.35%	50
2025 Q1	$1.05M	Hold	11,461	–	–	0.37%	48
2024 Q4	$943K	Hold	11,461	–	–	0.32%	50
2024 Q3	$1.03M	Hold	11,461	–	–	0.36%	49
2024 Q2	$889K	Hold	11,461	–	–	0.33%	49
2024 Q1	$822K	Hold	11,461	–	–	0.3%	55
2023 Q4	$804K	Hold	11,461	–	–	0.33%	49
2023 Q3	$742K	Hold	11,461	–	–	0.33%	49
2023 Q2	$805K	Hold	11,461	–	–	0.36%	47
2023 Q1	$797K	Hold	11,461	–	–	0.41%	43
2022 Q4	$818K	Hold	11,461	–	–	0.47%	41
2022 Q3	$779K	Hold	11,461	–	–	0.43%	41
2022 Q2	$817K	Hold	11,461	–	–	0.44%	40
2022 Q1	$831K	Hold	11,461	–	–	0.37%	46
2021 Q4	$786K	Hold	11,461	–	–	0.32%	46
2021 Q3	$710K	Sell	11,461 -10	-0.1%	-$644	0.3%	49
2021 Q2	$694K	Buy	+11,471	New	+$734K	0.28%	53

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nicollet Investment Management's SO Position: Q3 2025 in Review

Nicollet Investment Management sold out of Southern Company (SO) in Q3 2025, closing a stake of 11,461 shares — an estimated $1.05M sold.

Nicollet Investment Management first reported a position in SO in Q2 2021 and held it in 17 quarters. The position peaked at $1.05M in Q1 2025. 2,219 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Nicollet Investment Management reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Nicollet Investment Management sold 11,461 Southern Company shares in Q3 2025, an estimated $1.05M.
Nicollet Investment Management first reported a position in Southern Company in Q2 2021 and held it in 17 quarters.
Nicollet Investment Management's Southern Company position peaked at $1.05M in Q1 2025.
2,219 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Nicollet Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.