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
2026
Q2 		$236K Sell
2,467
-531
-18% -$50K 0.01% 178
2026
Q1 		$289K Sell
2,998
-69,286
-96% -$6.41M 0.02% 212
2025
Q4 		$6.3M Sell
72,284
-134,056
-65% -$12.2M 0.02% 218
2025
Q3 		$19.6M Buy
206,340
+15,373
+8% +$1.44M 0.05% 143
2025
Q2 		$17.5M Sell
190,967
-35,391
-16% -$3.18M 0.05% 149
2025
Q1 		$20.8M Buy
226,358
+10,150
+5% +$879K 0.06% 129
2024
Q4 		$17.8M Buy
216,208
+5,171
+2% +$454K 0.05% 139
2024
Q3 		$19M Sell
211,037
-12,224
-5% -$1.04M 0.06% 133
2024
Q2 		$17.3M Buy
223,261
+183,240
+458% +$13.9M 0.05% 135
2024
Q1 		$2.87M Buy
40,021
+179
+0.4% +$12.4K 0.01% 248
2023
Q4 		$2.79M Sell
39,842
-724
-2% -$49.7K 0.01% 245
2023
Q3 		$2.63M Buy
+40,566
New +$2.82M 0.01% 245

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 Trust, National Association's SO Position: Q2 2026 in Review

TIAA Trust, National Association reduced its Southern Company (SO) stake by 18% in Q2 2026, selling an estimated $50K and leaving 2,467 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #178.

TIAA Trust, National Association first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.8M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TIAA Trust, National Association held 2,467 shares of Southern Company worth $236K as of Q2 2026.
  • TIAA Trust, National Association sold 531 Southern Company shares in Q2 2026, an estimated $50K.
  • Southern Company made up 0.01% of TIAA Trust, National Association's portfolio in Q2 2026, its #178 holding.
  • TIAA Trust, National Association first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • TIAA Trust, National Association's Southern Company position peaked at $20.8M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.