Northern Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $949M | Buy |
9,827,426
+3,576
| +0% | +$331K | 0.13% | 143 |
|
|
2025
Q4 | $857M | Sell |
9,823,850
-748,643
| -7% | -$68.3M | 0.11% | 157 |
|
|
2025
Q3 | $1B | Sell |
10,572,493
-13,340
| -0.1% | -$1.25M | 0.13% | 140 |
|
|
2025
Q2 | $972M | Sell |
10,585,833
-326,830
| -3% | -$29.4M | 0.13% | 139 |
|
|
2025
Q1 | $1B | Buy |
10,912,663
+107,394
| +1% | +$9.3M | 0.15% | 127 |
|
|
2024
Q4 | $889M | Buy |
10,805,269
+460,594
| +4% | +$40.4M | 0.13% | 142 |
|
|
2024
Q3 | $933M | Sell |
10,344,675
-375,064
| -3% | -$32M | 0.15% | 123 |
|
|
2024
Q2 | $832M | Buy |
10,719,739
+454,956
| +4% | +$34.5M | 0.14% | 131 |
|
|
2024
Q1 | $736M | Sell |
10,264,783
-442,259
| -4% | -$30.5M | 0.13% | 152 |
|
|
2023
Q4 | $751M | Sell |
10,707,042
-30,801
| -0.3% | -$2.12M | 0.14% | 139 |
|
|
2023
Q3 | $695M | Buy |
10,737,843
+163,986
| +2% | +$11.4M | 0.13% | 142 |
|
|
2023
Q2 | $743M | Sell |
10,573,857
-692,846
| -6% | -$49.7M | 0.14% | 132 |
|
|
2023
Q1 | $784M | Sell |
11,266,703
-433,608
| -4% | -$29.2M | 0.16% | 123 |
|
|
2022
Q4 | $836M | Sell |
11,700,311
-198,382
| -2% | -$13.3M | 0.18% | 114 |
|
|
2022
Q3 | $809M | Buy |
11,898,693
+3,089
| +0% | +$234K | 0.18% | 107 |
|
|
2022
Q2 | $848M | Buy |
11,895,604
+768,899
| +7% | +$56.5M | 0.18% | 107 |
|
|
2022
Q1 | $807M | Sell |
11,126,705
-134,399
| -1% | -$9.1M | 0.14% | 134 |
|
|
2021
Q4 | $772M | Sell |
11,261,104
-234,511
| -2% | -$15M | 0.13% | 146 |
|
|
2021
Q3 | $712M | Sell |
11,495,615
-235,349
| -2% | -$15.2M | 0.13% | 146 |
|
|
2021
Q2 | $710M | Sell |
11,730,964
-373,042
| -3% | -$23.9M | 0.13% | 146 |
|
|
2021
Q1 | $752M | Sell |
12,104,006
-84,604
| -0.7% | -$5.07M | 0.14% | 140 |
|
|
2020
Q4 | $749M | Sell |
12,188,610
-466,375
| -4% | -$28M | 0.15% | 130 |
|
|
2020
Q3 | $686M | Sell |
12,654,985
-145,164
| -1% | -$7.76M | 0.15% | 128 |
|
|
2020
Q2 | $664M | Buy |
12,800,149
+195,571
| +2% | +$10.9M | 0.16% | 126 |
|
|
2020
Q1 | $682M | Buy |
12,604,578
+66,917
| +0.5% | +$4.24M | 0.2% | 104 |
|
|
2019
Q4 | $799M | Buy |
12,537,661
+85,790
| +0.7% | +$5.32M | 0.18% | 110 |
|
|
2019
Q3 | $769M | Sell |
12,451,871
-41,150
| -0.3% | -$2.39M | 0.18% | 107 |
|
|
2019
Q2 | $691M | Buy |
12,493,021
+344,398
| +3% | +$18.4M | 0.16% | 118 |
|
|
2019
Q1 | $628M | Buy |
12,148,623
+135,170
| +1% | +$6.63M | 0.16% | 127 |
|
|
2018
Q4 | $528M | Buy |
12,013,453
+731,642
| +6% | +$33.3M | 0.15% | 133 |
|
|
2018
Q3 | $492M | Sell |
11,281,811
-486,507
| -4% | -$22.4M | 0.12% | 162 |
|
|
2018
Q2 | $545M | Sell |
11,768,318
-127,990
| -1% | -$5.73M | 0.14% | 147 |
|
|
2018
Q1 | $531M | Sell |
11,896,308
-25,844
| -0.2% | -$1.15M | 0.14% | 149 |
|
|
2017
Q4 | $573M | Sell |
11,922,152
-395,938
| -3% | -$20.2M | 0.15% | 144 |
|
|
2017
Q3 | $605M | Buy |
12,318,090
+379,121
| +3% | +$18.4M | 0.16% | 129 |
|
|
2017
Q2 | $572M | Sell |
11,938,969
-510,845
| -4% | -$25.6M | 0.16% | 122 |
|
|
2017
Q1 | $620M | Buy |
12,449,814
+636,368
| +5% | +$31.4M | 0.18% | 114 |
|
|
2016
Q4 | $581M | Buy |
11,813,446
+114,598
| +1% | +$5.63M | 0.18% | 114 |
|
|
2016
Q3 | $600M | Buy |
11,698,848
+430,693
| +4% | +$22.7M | 0.19% | 107 |
|
|
2016
Q2 | $604M | Buy |
11,268,155
+502,764
| +5% | +$25.3M | 0.2% | 106 |
|
|
2016
Q1 | $556M | Buy |
10,765,391
+102,594
| +1% | +$5M | 0.18% | 106 |
|
|
2015
Q4 | $499M | Sell |
10,662,797
-636,960
| -6% | -$28.9M | 0.17% | 116 |
|
|
2015
Q3 | $505M | Sell |
11,299,757
-110,466
| -1% | -$4.85M | 0.17% | 117 |
|
|
2015
Q2 | $478M | Buy |
11,410,223
+268,144
| +2% | +$11.7M | 0.14% | 142 |
|
|
2015
Q1 | $493M | Sell |
11,142,079
-110,492
| -1% | -$5.25M | 0.15% | 133 |
|
|
2014
Q4 | $553M | Buy |
11,252,571
+4,726
| +0% | +$223K | 0.17% | 124 |
|
|
2014
Q3 | $491M | Sell |
11,247,845
-447,518
| -4% | -$19.7M | 0.15% | 136 |
|
|
2014
Q2 | $531M | Buy |
11,695,363
+339,208
| +3% | +$15M | 0.17% | 132 |
|
|
2014
Q1 | $499M | Sell |
11,356,155
-351,777
| -3% | -$14.7M | 0.16% | 133 |
|
|
2013
Q4 | $481M | Sell |
11,707,932
-928,460
| -7% | -$38.3M | 0.15% | 136 |
|
|
2013
Q3 | $520M | Sell |
12,636,392
-385,343
| -3% | -$16.6M | 0.18% | 114 |
|
|
2013
Q2 | $575M | Buy |
+13,021,735
| New | +$599M | 0.21% | 98 |
|
Other funds holding SO
VCM
VPM
Northern Trust's SO Position: Q1 2026 in Review
Northern Trust increased its Southern Company (SO) stake by 0.04% in Q1 2026, buying an estimated $331K and bringing the position to 9,827,426 shares worth $949M. The position accounts for 0.13% of the portfolio, ranked #143.
Northern Trust first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1B in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Northern Trust held 9,827,426 shares of Southern Company worth $949M as of Q1 2026.
- Northern Trust bought 3,576 Southern Company shares in Q1 2026, an estimated $331K.
- Southern Company made up 0.13% of Northern Trust's portfolio in Q1 2026, its #143 holding.
- Northern Trust first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Northern Trust's Southern Company position peaked at $1B in Q1 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.