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TIAA Wealth Investment Management’s Southern Company SO Stock Holding History

TIAA Wealth Investment Management’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 		$1.13M Sell
11,820
-252
-2% -$23.7K 0.01% 181
2026
Q1 		$1.17M Buy
+12,072
New +$1.12M 0.01% 158

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIAA Wealth Investment Management's SO Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Southern Company (SO) stake by 2.1% in Q2 2026, selling an estimated $23.7K and leaving 11,820 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #181.

TIAA Wealth Investment Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TIAA Wealth Investment Management held 11,820 shares of Southern Company worth $1.13M as of Q2 2026.
  • TIAA Wealth Investment Management sold 252 Southern Company shares in Q2 2026, an estimated $23.7K.
  • Southern Company made up 0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #181 holding.
  • TIAA Wealth Investment Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Southern Company position peaked at $1.17M in Q1 2026.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.