North Dakota State Investment Board
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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
Q2 		$3.14M Buy
32,765
+844
+3% +$79.5K 0.13% 120
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

North Dakota State Investment Board's SO Position: Q2 2026 in Review

North Dakota State Investment Board increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $79.5K and bringing the position to 32,765 shares worth $3.14M. The position accounts for 0.13% of the portfolio, ranked #120.

North Dakota State Investment Board first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.3M in Q4 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • North Dakota State Investment Board held 32,765 shares of Southern Company worth $3.14M as of Q2 2026.
  • North Dakota State Investment Board bought 844 Southern Company shares in Q2 2026, an estimated $79.5K.
  • Southern Company made up 0.13% of North Dakota State Investment Board's portfolio in Q2 2026, its #120 holding.
  • North Dakota State Investment Board first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • North Dakota State Investment Board's Southern Company position peaked at $3.3M in Q4 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on North Dakota State Investment Board's 13F filing for Q2 2026, filed 4 Aug 2026.