TIAA Trust, National Association
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TIAA Trust, National Association’s Southern Company SO Stock Holding History

TIAA Trust, National Association’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
2025
Q3 		$19.6M Buy
2025
Q2 		$17.5M Sell
2025
Q1 		$20.8M Buy
2024
Q4 		$17.8M Buy
2024
Q3 		$19M Sell
2024
Q2 		$17.3M Buy
2024
Q1 		$2.87M Buy
2023
Q4 		$2.79M Sell
2023
Q3 		$2.63M Buy