Northwestern Mutual Wealth Management’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
213,251
+18,394
| +9% | +$1.69M | 0.01% | 379 |
|
|
2025
Q1 | $17.9M | Buy |
194,857
+5,739
| +3% | +$528K | 0.01% | 367 |
|
|
2024
Q4 | $15.6M | Buy |
189,118
+209
| +0.1% | +$17.2K | 0.01% | 374 |
|
|
2024
Q3 | $17M | Buy |
188,909
+4,693
| +3% | +$423K | 0.02% | 344 |
|
|
2024
Q2 | $14.3M | Buy |
184,216
+14,399
| +8% | +$1.12M | 0.01% | 352 |
|
|
2024
Q1 | $12.2M | Sell |
169,817
-7,347
| -4% | -$527K | 0.01% | 379 |
|
|
2023
Q4 | $12.4M | Sell |
177,164
-5,901
| -3% | -$414K | 0.01% | 354 |
|
|
2023
Q3 | $11.8M | Sell |
183,065
-5,504
| -3% | -$356K | 0.02% | 343 |
|
|
2023
Q2 | $13.2M | Buy |
188,569
+3,554
| +2% | +$250K | 0.02% | 320 |
|
|
2023
Q1 | $12.9M | Buy |
185,015
+14,875
| +9% | +$1.04M | 0.02% | 310 |
|
|
2022
Q4 | $12.1M | Sell |
170,140
-80,460
| -32% | -$5.75M | 0.02% | 303 |
|
|
2022
Q3 | $17M | Sell |
250,600
-17,534
| -7% | -$1.19M | 0.03% | 237 |
|
|
2022
Q2 | $19.1M | Buy |
268,134
+2,077
| +0.8% | +$148K | 0.03% | 222 |
|
|
2022
Q1 | $19.3M | Sell |
266,057
-8,998
| -3% | -$652K | 0.03% | 225 |
|
|
2021
Q4 | $18.9M | Sell |
275,055
-21,536
| -7% | -$1.48M | 0.03% | 215 |
|
|
2021
Q3 | $18.4M | Buy |
296,591
+12,674
| +4% | +$785K | 0.03% | 197 |
|
|
2021
Q2 | $17.2M | Buy |
283,917
+14,204
| +5% | +$860K | 0.03% | 202 |
|
|
2021
Q1 | $16.8M | Buy |
269,713
+38,134
| +16% | +$2.37M | 0.04% | 193 |
|
|
2020
Q4 | $14.2M | Sell |
231,579
-10,566
| -4% | -$649K | 0.03% | 194 |
|
|
2020
Q3 | $13.1M | Sell |
242,145
-1,631
| -0.7% | -$88.4K | 0.04% | 185 |
|
|
2020
Q2 | $12.6M | Buy |
243,776
+2,722
| +1% | +$141K | 0.04% | 178 |
|
|
2020
Q1 | $13.1M | Buy |
241,054
+3,456
| +1% | +$187K | 0.05% | 152 |
|
|
2019
Q4 | $15.1M | Sell |
237,598
-2,822
| -1% | -$180K | 0.05% | 154 |
|
|
2019
Q3 | $14.9M | Sell |
240,420
-6,246
| -3% | -$386K | 0.06% | 146 |
|
|
2019
Q2 | $13.6M | Buy |
246,666
+7,896
| +3% | +$436K | 0.05% | 148 |
|
|
2019
Q1 | $12.3M | Buy |
238,770
+1,260
| +0.5% | +$65.1K | 0.05% | 157 |
|
|
2018
Q4 | $10.4M | Buy |
237,510
+20,247
| +9% | +$889K | 0.05% | 161 |
|
|
2018
Q3 | $9.47M | Sell |
217,263
-1,863
| -0.9% | -$81.2K | 0.05% | 176 |
|
|
2018
Q2 | $10.1M | Buy |
219,126
+14,425
| +7% | +$668K | 0.06% | 166 |
|
|
2018
Q1 | $9.14M | Buy |
204,701
+13,579
| +7% | +$606K | 0.06% | 167 |
|
|
2017
Q4 | $9.19M | Buy |
191,122
+19
| +0% | +$914 | 0.06% | 157 |
|
|
2017
Q3 | $9.39M | Sell |
191,103
-4,115
| -2% | -$202K | 0.07% | 150 |
|
|
2017
Q2 | $9.35M | Buy |
195,218
+13,266
| +7% | +$635K | 0.08% | 143 |
|
|
2017
Q1 | $9.06M | Sell |
181,952
-57,348
| -24% | -$2.85M | 0.08% | 131 |
|
|
2016
Q4 | $11.8M | Buy |
239,300
+191,267
| +398% | +$9.41M | 0.13% | 105 |
|
|
2016
Q3 | $2.46M | Sell |
48,033
-119,822
| -71% | -$6.15M | 0.16% | 88 |
|
|
2016
Q2 | $9M | Buy |
167,855
+8,641
| +5% | +$463K | 0.13% | 119 |
|
|
2016
Q1 | $8.23M | Buy |
159,214
+8,202
| +5% | +$424K | 0.13% | 124 |
|
|
2015
Q4 | $7.07M | Buy |
151,012
+1,548
| +1% | +$72.4K | 0.14% | 126 |
|
|
2015
Q3 | $6.68M | Buy |
149,464
+12,554
| +9% | +$561K | 0.16% | 119 |
|
|
2015
Q2 | $5.74M | Buy |
136,910
+7,389
| +6% | +$310K | 0.15% | 119 |
|
|
2015
Q1 | $5.74M | Buy |
129,521
+9,505
| +8% | +$421K | 0.16% | 119 |
|
|
2014
Q4 | $5.89M | Buy |
120,016
+4,103
| +4% | +$201K | 0.18% | 112 |
|
|
2014
Q3 | $5.06M | Buy |
115,913
+16,415
| +16% | +$717K | 0.18% | 112 |
|
|
2014
Q2 | $4.52M | Sell |
99,498
-7,171
| -7% | -$325K | 0.18% | 107 |
|
|
2014
Q1 | $4.69M | Buy |
106,669
+6,764
| +7% | +$297K | 0.2% | 100 |
|
|
2013
Q4 | $4.11M | Buy |
99,905
+5,476
| +6% | +$225K | 0.19% | 104 |
|
|
2013
Q3 | $3.89M | Buy |
94,429
+1,465
| +2% | +$60.3K | 0.2% | 101 |
|
|
2013
Q2 | $4.1M | Buy |
+92,964
| New | +$4.1M | 0.25% | 88 |
|