Nuveen’s Southern Company SO Stock Holding History

Nuveen’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
2023 Q4	–	Sell	-5,200	Closed	-$337	–	3350
2023 Q3	$337	Buy	+5,200	New	+$361K	﹤0.01%	3198
2020 Q3	–	Sell	-19,300	Closed	-$1K	–	3344
2020 Q2	$1K	Buy	+19,300	New	+$1.07M	﹤0.01%	3264
2020 Q1	–	Sell	-21,200	Closed	-$1K	–	3256
2019 Q4	$1K	Buy	+21,200	New	+$1.31M	﹤0.01%	3234
2019 Q3	–	Sell	-21,600	Closed	-$1.19M	–	3245
2019 Q2	$1.19M	Sell	21,600 -2,600	-11%	-$139K	﹤0.01%	2668
2019 Q1	$1K	Buy	24,200 +2,300	+11%	+$113K	﹤0.01%	1032
2018 Q4	$1K	Buy	+21,900	New	+$996K	﹤0.01%	990
2016 Q4	–	Sell	-60,000	Closed	-$3.08M	–	1575
2016 Q3	$3.08M	Buy	+60,000	New	+$3.16M	0.02%	651
2015 Q3	–	Sell	-60,000	Closed	-$2.51K	–	1605
2015 Q2	$2.51K	Sell	60,000 -3,000	-5%	-$131K	0.01%	731
2015 Q1	$2.79M	Sell	63,000 -7,000	-10%	-$333K	0.02%	704
2014 Q4	$3.44M	Buy	70,000 +45,000	+180%	+$2.13M	0.02%	644
2014 Q3	$1.09M	Buy	+25,000	New	+$1.1M	0.01%	1111
2014 Q2	–	Sell	-20,000	Closed	-$879K	–	1645
2014 Q1	$879K	Sell	20,000 -26,000	-57%	-$1.09M	0.01%	1186
2013 Q4	$1.89M	Sell	46,000 -6,000	-12%	-$248K	0.01%	803
2013 Q3	$2.88M	Sell	52,000 -36,000	-41%	-$1.55M	0.02%	663
2013 Q2	$3.88M	Buy	+88,000	New	+$4.05M	0.03%	575

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

Nuveen's SO Position: Q1 2026 in Review

Nuveen reduced its Southern Company (SO) stake by 15% in Q1 2026, selling an estimated $63.2M and leaving 3,890,571 shares worth $376M. The position accounts for 0.1% of the portfolio, ranked #159.

Nuveen first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $635M in Q1 2024. 2,349 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Nuveen held 3,890,571 shares of Southern Company worth $376M as of Q1 2026.
Nuveen sold 683,131 Southern Company shares in Q1 2026, an estimated $63.2M.
Southern Company made up 0.1% of Nuveen's portfolio in Q1 2026, its #159 holding.
Nuveen first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Nuveen's Southern Company position peaked at $635M in Q1 2024.
2,349 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.