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North Dakota State Investment Board’s Southern Company SO Stock Holding History

North Dakota State Investment Board’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 		$3.08M Sell
31,921
-5,871
-16% -$543K 0.13% 110
2025
Q4 		$3.3M Buy
+37,792
New +$3.45M 0.12% 120

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

North Dakota State Investment Board's SO Position: Q1 2026 in Review

North Dakota State Investment Board reduced its Southern Company (SO) stake by 16% in Q1 2026, selling an estimated $543K and leaving 31,921 shares worth $3.08M. The position accounts for 0.13% of the portfolio, ranked #110.

North Dakota State Investment Board first reported a position in SO in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.3M in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • North Dakota State Investment Board held 31,921 shares of Southern Company worth $3.08M as of Q1 2026.
  • North Dakota State Investment Board sold 5,871 Southern Company shares in Q1 2026, an estimated $543K.
  • Southern Company made up 0.13% of North Dakota State Investment Board's portfolio in Q1 2026, its #110 holding.
  • North Dakota State Investment Board first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • North Dakota State Investment Board's Southern Company position peaked at $3.3M in Q4 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on North Dakota State Investment Board's 13F filing for Q1 2026, filed 8 May 2026.