NIM
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Northeast Investment Management’s Southern Company SO Stock Holding History

Northeast 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
2026
Q2 		$844K Hold
8,821
– – 0.03% 121
2026
Q1 		$851K Buy
8,821
+1,707
+24% +$158K 0.04% 117
2025
Q4 		$620K Buy
7,114
+4,700
+195% +$429K 0.02% 132
2025
Q3 		$229K Buy
2,414
+167
+7% +$15.6K 0.01% 171
2025
Q2 		$206K Hold
2,247
– – 0.01% 184
2025
Q1 		$207K Buy
+2,247
New +$195K 0.01% 178
2024
Q4 		– Sell
-2,247
Closed -$203K – 189
2024
Q3 		$203K Sell
2,247
-350
-13% -$29.9K 0.01% 182
2024
Q2 		$201K Buy
+2,597
New +$197K 0.01% 179

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northeast Investment Management's SO Position: Q2 2026 in Review

Northeast Investment Management held its Southern Company (SO) position steady in Q2 2026 at 8,821 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #121.

Northeast Investment Management first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $851K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Northeast Investment Management held 8,821 shares of Southern Company worth $844K as of Q2 2026.
  • Northeast Investment Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Northeast Investment Management's portfolio in Q2 2026, its #121 holding.
  • Northeast Investment Management first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • Northeast Investment Management's Southern Company position peaked at $851K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.