NorthStar Asset Management (New Jersey)’s Southern Company SO Stock Holding History

NorthStar Asset Management (New Jersey)’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	$324K	Sell	3,357 -547	-14%	-$50.6K	0.16%	73
2025 Q4	$340K	Buy	3,904 +289	+8%	+$26.4K	0.15%	79
2025 Q3	$343K	Buy	3,615 +807	+29%	+$75.3K	0.16%	75
2025 Q2	$258K	Buy	2,808 +60	+2%	+$5.39K	0.14%	80
2025 Q1	$253K	Buy	+2,748	New	+$238K	0.16%	73
2024 Q4	–	Sell	-2,231	Closed	-$201K	–	86
2024 Q3	$201K	Sell	2,231 -462	-17%	-$39.5K	0.13%	80
2024 Q2	$209K	Buy	+2,693	New	+$204K	0.14%	77

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s SO Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Southern Company (SO) stake by 14% in Q1 2026, selling an estimated $50.6K and leaving 3,357 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #73.

NorthStar Asset Management (New Jersey) first reported a position in SO in Q2 2024 and has held it in 7 quarters since. The position peaked at $343K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

NorthStar Asset Management (New Jersey) held 3,357 shares of Southern Company worth $324K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 547 Southern Company shares in Q1 2026, an estimated $50.6K.
Southern Company made up 0.16% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #73 holding.
NorthStar Asset Management (New Jersey) first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
NorthStar Asset Management (New Jersey)'s Southern Company position peaked at $343K in Q3 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.