Principal Financial Group
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$131M Buy
1,425,255
+84,426
+6% +$7.75M 0.07% 237
2025
Q1 		$123M Sell
1,340,829
-5,360
-0.4% -$493K 0.07% 231
2024
Q4 		$111M Sell
1,346,189
-4,836
-0.4% -$398K 0.06% 254
2024
Q3 		$122M Buy
1,351,025
+52,799
+4% +$4.76M 0.07% 250
2024
Q2 		$101M Sell
1,298,226
-3,811
-0.3% -$296K 0.06% 258
2024
Q1 		$93.4M Buy
1,302,037
+7,587
+0.6% +$544K 0.05% 285
2023
Q4 		$90.8M Sell
1,294,450
-4,985
-0.4% -$350K 0.06% 268
2023
Q3 		$84.1M Sell
1,299,435
-4,045
-0.3% -$262K 0.06% 268
2023
Q2 		$91.6M Sell
1,303,480
-38,561
-3% -$2.71M 0.06% 262
2023
Q1 		$93.4M Buy
1,342,041
+19,835
+2% +$1.38M 0.07% 249
2022
Q4 		$94.4M Sell
1,322,206
-1,968
-0.1% -$141K 0.07% 251
2022
Q3 		$90M Buy
1,324,174
+68,823
+5% +$4.68M 0.07% 230
2022
Q2 		$89.5M Buy
1,255,351
+20,687
+2% +$1.48M 0.07% 247
2022
Q1 		$89.5M Sell
1,234,664
-14,887
-1% -$1.08M 0.06% 279
2021
Q4 		$85.7M Sell
1,249,551
-26,114
-2% -$1.79M 0.05% 294
2021
Q3 		$79.1M Buy
1,275,665
+11,758
+0.9% +$729K 0.05% 299
2021
Q2 		$76.5M Buy
1,263,907
+25,228
+2% +$1.53M 0.05% 319
2021
Q1 		$77M Sell
1,238,679
-104,373
-8% -$6.49M 0.05% 301
2020
Q4 		$82.5M Sell
1,343,052
-89,571
-6% -$5.5M 0.06% 283
2020
Q3 		$77.7M Sell
1,432,623
-93,236
-6% -$5.06M 0.07% 281
2020
Q2 		$79.1M Buy
1,525,859
+60,110
+4% +$3.12M 0.07% 278
2020
Q1 		$79.4M Sell
1,465,749
-40,725
-3% -$2.2M 0.09% 248
2019
Q4 		$96M Sell
1,506,474
-37,624
-2% -$2.4M 0.08% 273
2019
Q3 		$95.4M Buy
1,544,098
+19,609
+1% +$1.21M 0.08% 266
2019
Q2 		$84.3M Buy
1,524,489
+42,402
+3% +$2.34M 0.08% 283
2019
Q1 		$76.6M Buy
1,482,087
+3,807
+0.3% +$197K 0.07% 297
2018
Q4 		$64.9M Buy
1,478,280
+8,200
+0.6% +$360K 0.07% 302
2018
Q3 		$64.1M Buy
1,470,080
+36,826
+3% +$1.61M 0.06% 357
2018
Q2 		$66.4M Buy
1,433,254
+1,360
+0.1% +$63K 0.06% 331
2018
Q1 		$63.9M Sell
1,431,894
-7,245
-0.5% -$324K 0.06% 347
2017
Q4 		$69.2M Buy
1,439,139
+36,308
+3% +$1.75M 0.06% 341
2017
Q3 		$68.9M Sell
1,402,831
-26,955
-2% -$1.32M 0.07% 340
2017
Q2 		$68.5M Buy
1,429,786
+31,878
+2% +$1.53M 0.07% 340
2017
Q1 		$69.6M Buy
1,397,908
+29,858
+2% +$1.49M 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% +$4.15M 0.09% 224
2016
Q2 		$69.2M Buy
1,289,637
+58,421
+5% +$3.13M 0.1% 223
2016
Q1 		$63.7M Buy
1,231,216
+29,605
+2% +$1.53M 0.09% 235
2015
Q4 		$56.2M Buy
1,201,611
+38,386
+3% +$1.8M 0.08% 251
2015
Q3 		$52M Buy
1,163,225
+4,810
+0.4% +$215K 0.08% 260
2015
Q2 		$48.5M Buy
1,158,415
+4,135
+0.4% +$173K 0.07% 283
2015
Q1 		$51.1M Buy
1,154,280
+54,331
+5% +$2.41M 0.08% 273
2014
Q4 		$54M Buy
1,099,949
+55,939
+5% +$2.75M 0.08% 266
2014
Q3 		$45.6M Buy
1,044,010
+33,553
+3% +$1.46M 0.08% 276
2014
Q2 		$45.9M Buy
1,010,457
+14,395
+1% +$653K 0.08% 288
2014
Q1 		$43.8M Buy
996,062
+22,100
+2% +$971K 0.08% 299
2013
Q4 		$40M Buy
973,962
+8,301
+0.9% +$341K 0.07% 304
2013
Q3 		$39.8M Sell
965,661
-27,728
-3% -$1.14M 0.08% 281
2013
Q2 		$43.8M Buy
+993,389
New +$43.8M 0.1% 256