Nisa Investment Advisors
SO icon

Nisa Investment Advisors’s Southern Company SO Stock Holding History

Nisa Investment Advisors’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 		$14.5M Sell
150,070
-10,571
-7% -$978K 0.05% 206
2025
Q4 		$14M Buy
160,641
+2,598
+2% +$237K 0.05% 219
2025
Q3 		$15M Buy
158,043
+3,630
+2% +$339K 0.06% 202
2025
Q2 		$14.2M Buy
154,413
+2,629
+2% +$236K 0.06% 220
2025
Q1 		$14M Sell
151,784
-4,184
-3% -$362K 0.07% 218
2024
Q4 		$12.8M Buy
155,968
+10,139
+7% +$890K 0.05% 255
2024
Q3 		$13.2M Buy
145,829
+1,602
+1% +$137K 0.08% 236
2024
Q2 		$11.2M Sell
144,227
-23,569
-14% -$1.79M 0.07% 257
2024
Q1 		$12M Buy
167,796
+18,800
+13% +$1.3M 0.08% 242
2023
Q4 		$10.4M Buy
148,996
+11,196
+8% +$769K 0.07% 249
2023
Q3 		$8.92M Sell
137,800
-18,975
-12% -$1.32M 0.07% 273
2023
Q2 		$11M Sell
156,775
-1,725
-1% -$124K 0.08% 253
2023
Q1 		$11M Buy
158,500
+6,040
+4% +$407K 0.09% 250
2022
Q4 		$10.9M Sell
152,460
-4,019
-3% -$269K 0.09% 260
2022
Q3 		$10.6M Buy
156,479
+5,064
+3% +$384K 0.09% 238
2022
Q2 		$10.8M Buy
151,415
+4,140
+3% +$304K 0.09% 227
2022
Q1 		$10.7M Sell
147,275
-3,140
-2% -$213K 0.08% 256
2021
Q4 		$10.5M Buy
150,415
+14,425
+11% +$920K 0.08% 248
2021
Q3 		$8.43K Buy
135,990
+500
+0.4% +$32.2K 0.05% 314
2021
Q2 		$8.2K Sell
135,490
-989
-0.7% -$63.3K 0.05% 315
2021
Q1 		$8.48K Sell
136,479
-274,631
-67% -$16.4M 0.05% 299
2020
Q4 		$25.3M Buy
411,110
+268,631
+189% +$16.2M 0.16% 139
2020
Q3 		$7.72M Buy
142,479
+200
+0.1% +$10.7K 0.06% 283
2020
Q2 		$7.38M Sell
142,279
-28,157
-17% -$1.57M 0.07% 263
2020
Q1 		$9.23M Buy
170,436
+13,890
+9% +$880K 0.1% 199
2019
Q4 		$9.97M Sell
156,546
-1,350
-0.9% -$83.7K 0.09% 228
2019
Q3 		$9.75M Buy
157,896
+4,000
+3% +$232K 0.09% 228
2019
Q2 		$8.51M Buy
153,896
+4,143
+3% +$222K 0.08% 242
2019
Q1 		$7.74M Sell
149,753
-18,793
-11% -$921K 0.08% 255
2018
Q4 		$7.4M Sell
168,546
-800
-0.5% -$36.4K 0.08% 235
2018
Q3 		$7.38M Sell
169,346
-17,072
-9% -$787K 0.07% 278
2018
Q2 		$8.63M Buy
186,418
+9,525
+5% +$426K 0.09% 225
2018
Q1 		$7.81M Buy
176,893
+15,880
+10% +$705K 0.08% 239
2017
Q4 		$7.74M Sell
161,013
-3,280
-2% -$167K 0.08% 248
2017
Q3 		$8.07M Sell
164,293
-6,480
-4% -$314K 0.09% 220
2017
Q2 		$8.25M Sell
170,773
-35,217
-17% -$1.77M 0.1% 220
2017
Q1 		$10.3M Buy
205,990
+24,290
+13% +$1.2M 0.12% 186
2016
Q4 		$8.94M Buy
181,700
+9,000
+5% +$442K 0.11% 203
2016
Q3 		$8.86M Sell
172,700
-49,600
-22% -$2.61M 0.11% 205
2016
Q2 		$11.9M Buy
222,300
+49,600
+29% +$2.49M 0.16% 147
2016
Q1 		$8.93M Buy
172,700
+5,400
+3% +$263K 0.13% 176
2015
Q4 		$7.83M Buy
167,300
+66,800
+66% +$3.03M 0.11% 189
2015
Q3 		$4.47M Sell
100,500
-44,700
-31% -$1.96M 0.07% 293
2015
Q2 		$6.08M Buy
145,200
+30,900
+27% +$1.35M 0.09% 232
2015
Q1 		$5.06M Buy
114,300
+18,600
+19% +$884K 0.07% 289
2014
Q4 		$4.7M Buy
95,700
+25,000
+35% +$1.18M 0.06% 306
2014
Q3 		$3.09M Buy
70,700
+3,200
+5% +$141K 0.04% 411
2014
Q2 		$3.06M Sell
67,500
-5,800
-8% -$256K 0.04% 418
2014
Q1 		$3.22M Sell
73,300
-21,050
-22% -$882K 0.05% 394
2013
Q4 		$3.88M Sell
94,350
-17,400
-16% -$718K 0.06% 335
2013
Q3 		$4.6M Buy
111,750
+2,950
+3% +$127K 0.07% 264
2013
Q2 		$4.8M Buy
+108,800
New +$5M 0.07% 239

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

Nisa Investment Advisors's SO Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Southern Company (SO) stake by 6.6% in Q1 2026, selling an estimated $978K and leaving 150,070 shares worth $14.5M. The position accounts for 0.05% of the portfolio, ranked #206.

Nisa Investment Advisors first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.3M in Q4 2020. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Nisa Investment Advisors held 150,070 shares of Southern Company worth $14.5M as of Q1 2026.
  • Nisa Investment Advisors sold 10,571 Southern Company shares in Q1 2026, an estimated $978K.
  • Southern Company made up 0.05% of Nisa Investment Advisors's portfolio in Q1 2026, its #206 holding.
  • Nisa Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Southern Company position peaked at $25.3M in Q4 2020.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.