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TIAA-CREF Individual & Institutional Services’s Southern Company SO Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$4.67M Buy
48,809
+2,242
+5% +$211K 0.02% 195
2026
Q1 		$4.49M Buy
+46,567
New +$4.31M 0.02% 187

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

TIAA-CREF Individual & Institutional Services's SO Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services increased its Southern Company (SO) stake by 4.8% in Q2 2026, buying an estimated $211K and bringing the position to 48,809 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #195.

TIAA-CREF Individual & Institutional Services first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 48,809 shares of Southern Company worth $4.67M as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services bought 2,242 Southern Company shares in Q2 2026, an estimated $211K.
  • Southern Company made up 0.02% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #195 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.