NJ State Employees Deferred Compensation Plan’s Southern Company SO Stock Holding History

NJ State Employees Deferred Compensation Plan’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 Q4	–	Sell	-17,000	Closed	-$1.61M	–	349
2025 Q3	$1.61M	Hold	17,000	–	–	0.18%	128
2025 Q2	$1.56M	Hold	17,000	–	–	0.18%	122
2025 Q1	$1.56M	Hold	17,000	–	–	0.2%	122
2024 Q4	$1.4M	Hold	17,000	–	–	0.17%	137
2024 Q3	$1.53M	Hold	17,000	–	–	0.18%	128
2024 Q2	$1.32M	Hold	17,000	–	–	0.16%	137
2024 Q1	$1.22M	Hold	17,000	–	–	0.15%	149
2023 Q4	$1.19M	Hold	17,000	–	–	0.16%	139
2023 Q3	$1.1M	Hold	17,000	–	–	0.17%	139
2023 Q2	$1.19M	Hold	17,000	–	–	0.17%	136
2023 Q1	$1.18M	Hold	17,000	–	–	0.18%	130
2022 Q4	$1.21M	Hold	17,000	–	–	0.2%	130
2022 Q3	$1.16M	Hold	17,000	–	–	0.2%	124
2022 Q2	$1.21M	Hold	17,000	–	–	0.2%	124
2022 Q1	$1.23M	Hold	17,000	–	–	0.17%	142
2021 Q4	$1.17M	Hold	17,000	–	–	0.15%	155
2021 Q3	$1.05M	Hold	17,000	–	–	0.14%	156
2021 Q2	$1.03M	Hold	17,000	–	–	0.14%	161
2021 Q1	$1.06M	Hold	17,000	–	–	0.15%	155
2020 Q4	$1.04M	Hold	17,000	–	–	0.16%	139
2020 Q3	$922K	Hold	17,000	–	–	0.17%	125
2020 Q2	$881K	Hold	17,000	–	–	0.17%	123
2020 Q1	$920K	Hold	17,000	–	–	0.21%	110
2019 Q4	$1.08M	Hold	17,000	–	–	0.18%	118
2019 Q3	$1.05M	Hold	17,000	–	–	0.19%	116
2019 Q2	$940K	Hold	17,000	–	–	0.17%	124
2019 Q1	$879K	Hold	17,000	–	–	0.16%	133
2018 Q4	$747K	Hold	17,000	–	–	0.16%	139
2018 Q3	$741K	Hold	17,000	–	–	0.13%	193
2018 Q2	$787K	Hold	17,000	–	–	0.14%	179
2018 Q1	$759K	Hold	17,000	–	–	0.14%	214
2017 Q4	$818K	Hold	17,000	–	–	0.14%	203
2017 Q3	$835K	Hold	17,000	–	–	0.15%	201
2017 Q2	$814K	Hold	17,000	–	–	0.15%	210
2017 Q1	$846K	Hold	17,000	–	–	0.16%	206
2016 Q4	$836K	Hold	17,000	–	–	0.17%	207
2016 Q3	$872K	Hold	17,000	–	–	0.18%	192
2016 Q2	$912K	Hold	17,000	–	–	0.19%	179
2016 Q1	$856K	Hold	17,000	–	–	0.18%	186
2015 Q4	$795K	Hold	17,000	–	–	0.16%	211
2015 Q3	$760K	Hold	17,000	–	–	0.16%	206
2015 Q2	$712K	Hold	17,000	–	–	0.14%	241
2015 Q1	$753K	Hold	17,000	–	–	0.15%	236
2014 Q4	$835K	Hold	17,000	–	–	0.16%	223
2014 Q3	$742K	Hold	17,000	–	–	0.15%	237
2014 Q2	$771K	Hold	17,000	–	–	0.15%	234
2014 Q1	$747K	Hold	17,000	–	–	0.15%	239
2013 Q4	$699K	Hold	17,000	–	–	0.14%	255
2013 Q3	$700K	Hold	17,000	–	–	0.15%	251
2013 Q2	$750K	Buy	+17,000	New	+$782K	0.17%	210

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 $3.38T AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's SO Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of Southern Company (SO) in Q4 2025, closing a stake of 17,000 shares — an estimated $1.61M sold.

NJ State Employees Deferred Compensation Plan first reported a position in SO in Q2 2013 and held it in 50 quarters. The position peaked at $1.61M in Q3 2025. 2,274 funds tracked by Wall St. Rank hold SO as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 17,000 Southern Company shares in Q4 2025, an estimated $1.61M.
NJ State Employees Deferred Compensation Plan first reported a position in Southern Company in Q2 2013 and held it in 50 quarters.
NJ State Employees Deferred Compensation Plan's Southern Company position peaked at $1.61M in Q3 2025.
2,274 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.