Principal Financial Group
SO icon

Principal Financial Group’s Southern Company SO Stock Holding History

Principal Financial Group’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
Q2 		$140M Buy
1,462,913
+17,148
+1% +$1.61M 0.07% 233
2026
Q1 		$140M Sell
1,445,765
-23,405
-2% -$2.17M 0.07% 229
2025
Q4 		$128M Buy
1,469,170
+50,448
+4% +$4.61M 0.07% 237
2025
Q3 		$134M Sell
1,418,722
-6,533
-0.5% -$610K 0.07% 238
2025
Q2 		$131M Buy
1,425,255
+84,426
+6% +$7.58M 0.07% 237
2025
Q1 		$123M Sell
1,340,829
-5,360
-0.4% -$464K 0.07% 231
2024
Q4 		$111M Sell
1,346,189
-4,836
-0.4% -$424K 0.06% 254
2024
Q3 		$122M Buy
1,351,025
+52,799
+4% +$4.51M 0.07% 250
2024
Q2 		$101M Sell
1,298,226
-3,811
-0.3% -$289K 0.06% 258
2024
Q1 		$93.4M Buy
1,302,037
+7,587
+0.6% +$524K 0.05% 285
2023
Q4 		$90.8M Sell
1,294,450
-4,985
-0.4% -$342K 0.06% 268
2023
Q3 		$84.1M Sell
1,299,435
-4,045
-0.3% -$281K 0.06% 268
2023
Q2 		$91.6M Sell
1,303,480
-38,561
-3% -$2.77M 0.06% 262
2023
Q1 		$93.4M Buy
1,342,041
+19,835
+2% +$1.34M 0.07% 249
2022
Q4 		$94.4M Sell
1,322,206
-1,968
-0.1% -$132K 0.07% 251
2022
Q3 		$90M Buy
1,324,174
+68,823
+5% +$5.21M 0.07% 230
2022
Q2 		$89.5M Buy
1,255,351
+20,687
+2% +$1.52M 0.07% 247
2022
Q1 		$89.5M Sell
1,234,664
-14,887
-1% -$1.01M 0.06% 279
2021
Q4 		$85.7M Sell
1,249,551
-26,114
-2% -$1.66M 0.05% 294
2021
Q3 		$79.1M Buy
1,275,665
+11,758
+0.9% +$757K 0.05% 299
2021
Q2 		$76.5M Buy
1,263,907
+25,228
+2% +$1.61M 0.05% 319
2021
Q1 		$77M Sell
1,238,679
-104,373
-8% -$6.25M 0.05% 301
2020
Q4 		$82.5M Sell
1,343,052
-89,571
-6% -$5.39M 0.06% 283
2020
Q3 		$77.7M Sell
1,432,623
-93,236
-6% -$4.98M 0.07% 281
2020
Q2 		$79.1M Buy
1,525,859
+60,110
+4% +$3.34M 0.07% 278
2020
Q1 		$79.4M Sell
1,465,749
-40,725
-3% -$2.58M 0.09% 248
2019
Q4 		$96M Sell
1,506,474
-37,624
-2% -$2.33M 0.08% 273
2019
Q3 		$95.4M Buy
1,544,098
+19,609
+1% +$1.14M 0.08% 266
2019
Q2 		$84.3M Buy
1,524,489
+42,402
+3% +$2.27M 0.08% 283
2019
Q1 		$76.6M Buy
1,482,087
+3,807
+0.3% +$187K 0.07% 297
2018
Q4 		$64.9M Buy
1,478,280
+8,200
+0.6% +$373K 0.07% 302
2018
Q3 		$64.1M Buy
1,470,080
+36,826
+3% +$1.7M 0.06% 357
2018
Q2 		$66.4M Buy
1,433,254
+1,360
+0.1% +$60.9K 0.06% 331
2018
Q1 		$63.9M Sell
1,431,894
-7,245
-0.5% -$322K 0.06% 347
2017
Q4 		$69.2M Buy
1,439,139
+36,308
+3% +$1.85M 0.06% 341
2017
Q3 		$68.9M Sell
1,402,831
-26,955
-2% -$1.31M 0.07% 340
2017
Q2 		$68.5M Buy
1,429,786
+31,878
+2% +$1.6M 0.07% 340
2017
Q1 		$69.6M Buy
1,397,908
+29,858
+2% +$1.48M 0.08% 250
2016
Q4 		$67.3M Sell
1,368,050
-2,486
-0.2% -$122K 0.09% 245
2016
Q3 		$70.3M Buy
1,370,536
+80,899
+6% +$4.26M 0.09% 224
2016
Q2 		$69.2M Buy
1,289,637
+58,421
+5% +$2.94M 0.1% 223
2016
Q1 		$63.7M Buy
1,231,216
+29,605
+2% +$1.44M 0.09% 235
2015
Q4 		$56.2M Buy
1,201,611
+38,386
+3% +$1.74M 0.08% 251
2015
Q3 		$52M Buy
1,163,225
+4,810
+0.4% +$211K 0.08% 260
2015
Q2 		$48.5M Buy
1,158,415
+4,135
+0.4% +$180K 0.07% 283
2015
Q1 		$51.1M Buy
1,154,280
+54,331
+5% +$2.58M 0.08% 273
2014
Q4 		$54M Buy
1,099,949
+55,939
+5% +$2.64M 0.08% 266
2014
Q3 		$45.6M Buy
1,044,010
+33,553
+3% +$1.47M 0.08% 276
2014
Q2 		$45.9M Buy
1,010,457
+14,395
+1% +$636K 0.08% 288
2014
Q1 		$43.8M Buy
996,062
+22,100
+2% +$926K 0.08% 299
2013
Q4 		$40M Buy
973,962
+8,301
+0.9% +$343K 0.07% 304
2013
Q3 		$39.8M Sell
965,661
-27,728
-3% -$1.19M 0.08% 281
2013
Q2 		$43.8M Buy
+993,389
New +$45.7M 0.1% 256

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group's SO Position: Q2 2026 in Review

Principal Financial Group increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $1.61M and bringing the position to 1,462,913 shares worth $140M. The position accounts for 0.07% of the portfolio, ranked #233.

Principal Financial Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Principal Financial Group held 1,462,913 shares of Southern Company worth $140M as of Q2 2026.
  • Principal Financial Group bought 17,148 Southern Company shares in Q2 2026, an estimated $1.61M.
  • Southern Company made up 0.07% of Principal Financial Group's portfolio in Q2 2026, its #233 holding.
  • Principal Financial Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.