Northwestern Mutual Investment Management Company’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 | $3.4M | Buy |
35,233
+50
| +0.1% | +$4.63K | 0.05% | 138 |
|
|
2025
Q4 | $3.07M | Buy |
35,183
+122
| +0.3% | +$11.1K | 0.04% | 163 |
|
|
2025
Q3 | $3.32M | Hold |
35,061
| – | – | 0.05% | 139 |
|
|
2025
Q2 | $3.22M | Buy |
35,061
+212
| +0.6% | +$19K | 0.05% | 136 |
|
|
2025
Q1 | $3.2M | Buy |
34,849
+59
| +0.2% | +$5.11K | 0.05% | 119 |
|
|
2024
Q4 | $2.86M | Buy |
34,790
+134
| +0.4% | +$11.8K | 0.06% | 142 |
|
|
2024
Q3 | $3.13M | Sell |
34,656
-141
| -0.4% | -$12K | 0.07% | 134 |
|
|
2024
Q2 | $2.7M | Buy |
34,797
+190
| +0.5% | +$14.4K | 0.07% | 147 |
|
|
2024
Q1 | $2.48M | Buy |
34,607
+86
| +0.2% | +$5.94K | 0.06% | 162 |
|
|
2023
Q4 | $2.42M | Buy |
34,521
+100
| +0.3% | +$6.87K | 0.06% | 145 |
|
|
2023
Q3 | $2.23M | Buy |
34,421
+26
| +0.1% | +$1.8K | 0.06% | 144 |
|
|
2023
Q2 | $2.42M | Buy |
34,395
+175
| +0.5% | +$12.6K | 0.06% | 131 |
|
|
2023
Q1 | $2.38M | Buy |
34,220
+99
| +0.3% | +$6.67K | 0.06% | 123 |
|
|
2022
Q4 | $2.44M | Sell |
34,121
-5,361
| -14% | -$358K | 0.06% | 103 |
|
|
2022
Q3 | $2.69M | Sell |
39,482
-2,985
| -7% | -$226K | 0.07% | 97 |
|
|
2022
Q2 | $3.03M | Buy |
42,467
+310
| +0.7% | +$22.8K | 0.07% | 107 |
|
|
2022
Q1 | $3.06M | Sell |
42,157
-5,521
| -12% | -$374K | 0.07% | 128 |
|
|
2021
Q4 | $3.27M | Sell |
47,678
-413
| -0.9% | -$26.3K | 0.06% | 140 |
|
|
2021
Q3 | $2.98M | Buy |
48,091
+17
| +0% | +$1.09K | 0.06% | 143 |
|
|
2021
Q2 | $2.91M | Buy |
48,074
+174
| +0.4% | +$11.1K | 0.05% | 144 |
|
|
2021
Q1 | $2.98M | Sell |
47,900
-10,065
| -17% | -$603K | 0.05% | 134 |
|
|
2020
Q4 | $3.56M | Sell |
57,965
-43
| -0.1% | -$2.58K | 0.05% | 154 |
|
|
2020
Q3 | $3.01M | Hold |
58,008
| – | – | 0.04% | 156 |
|
|
2020
Q2 | $3.01M | Buy |
58,008
+3,343
| +6% | +$186K | 0.04% | 153 |
|
|
2020
Q1 | $2.96M | Buy |
54,665
+13,926
| +34% | +$882K | 0.04% | 134 |
|
|
2019
Q4 | $2.6M | Buy |
40,739
+935
| +2% | +$57.9K | 0.05% | 155 |
|
|
2019
Q3 | $2.46M | Buy |
39,804
+325
| +0.8% | +$18.8K | 0.05% | 153 |
|
|
2019
Q2 | $2.18M | Sell |
39,479
-117,729
| -75% | -$6.3M | 0.05% | 175 |
|
|
2019
Q1 | $8.13M | Buy |
157,208
+2,726
| +2% | +$134K | 0.15% | 125 |
|
|
2018
Q4 | $6.79M | Sell |
154,482
-22,983
| -13% | -$1.04M | 0.11% | 136 |
|
|
2018
Q3 | $7.74M | Sell |
177,465
-16,257
| -8% | -$749K | 0.12% | 160 |
|
|
2018
Q2 | $8.97M | Buy |
193,722
+10,216
| +6% | +$457K | 0.13% | 142 |
|
|
2018
Q1 | $8.2M | Sell |
183,506
-43,187
| -19% | -$1.92M | 0.14% | 138 |
|
|
2017
Q4 | $10.9M | Buy |
226,693
+2,611
| +1% | +$133K | 0.18% | 124 |
|
|
2017
Q3 | $11M | Sell |
224,082
-4,153
| -2% | -$201K | 0.18% | 112 |
|
|
2017
Q2 | $10.9M | Buy |
228,235
+27,902
| +14% | +$1.4M | 0.18% | 111 |
|
|
2017
Q1 | $9.97M | Buy |
200,333
+87,801
| +78% | +$4.34M | 0.18% | 105 |
|
|
2016
Q4 | $5.54M | Buy |
112,532
+15,707
| +16% | +$772K | 0.11% | 105 |
|
|
2016
Q3 | $4.97M | Buy |
96,825
+61,019
| +170% | +$3.21M | 0.1% | 99 |
|
|
2016
Q2 | $1.92M | Buy |
35,806
+952
| +3% | +$47.9K | 0.04% | 168 |
|
|
2016
Q1 | $1.8M | Buy |
34,854
+324
| +0.9% | +$15.8K | 0.04% | 179 |
|
|
2015
Q4 | $1.62M | Buy |
34,530
+905
| +3% | +$41K | 0.03% | 259 |
|
|
2015
Q3 | $1.5M | Sell |
33,625
-29
| -0.1% | -$1.27K | 0.03% | 274 |
|
|
2015
Q2 | $1.41M | Buy |
33,654
+574
| +2% | +$25K | 0.03% | 325 |
|
|
2015
Q1 | $1.47M | Buy |
+33,080
| New | +$1.57M | 0.03% | 320 |
|
Other funds holding SO
VCM
VPM
Northwestern Mutual Investment Management Company's SO Position: Q1 2026 in Review
Northwestern Mutual Investment Management Company increased its Southern Company (SO) stake by 0.14% in Q1 2026, buying an estimated $4.63K and bringing the position to 35,233 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #138.
Northwestern Mutual Investment Management Company first reported a position in SO in Q1 2015 and has held it in 45 quarters since. The position peaked at $11M in Q3 2017. 2,353 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Northwestern Mutual Investment Management Company held 35,233 shares of Southern Company worth $3.4M as of Q1 2026.
- Northwestern Mutual Investment Management Company bought 50 Southern Company shares in Q1 2026, an estimated $4.63K.
- Southern Company made up 0.05% of Northwestern Mutual Investment Management Company's portfolio in Q1 2026, its #138 holding.
- Northwestern Mutual Investment Management Company first reported a position in Southern Company in Q1 2015 and has held it in 45 quarters since.
- Northwestern Mutual Investment Management Company's Southern Company position peaked at $11M in Q3 2017.
- 2,353 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2026, filed 8 May 2026.