NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
Position in SO — Southern Co
CIK 1629649
MILWAUKEE, WI
Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,459,246
+$58,557 QoQ
Shares Held
36,143
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#564
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $43,241,840 across 28 Utilities - Regulated Electric names. SO ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
66,860 | $5,868,302 | |
| 2 | SO |
Southern Co
This page
|
36,143 | $3,459,246 | |
| 3 | DUK |
Duke Energy CORP
|
24,995 | $3,163,867 | |
| 4 | AEP |
American Electric Power Co Inc
|
17,445 | $2,386,650 | |
| 5 | OGE |
Oge Energy Corp.
|
46,422 | $2,258,894 | |
| 6 | D |
Dominion Energy, Inc
|
28,197 | $1,925,573 | |
| 7 | IDA |
Idacorp Inc
|
12,464 | $1,885,803 | |
| 8 | ETR |
Entergy Corp /De/
|
14,681 | $1,686,259 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,459,246 | 36,143 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,400,689 | 35,233 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,067,957 | 35,183 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,322,730 | 35,061 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,219,651 | 35,061 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,204,365 | 34,849 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,863,912 | 34,790 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,125,278 | 34,656 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,699,203 | 34,797 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,482,706 | 34,607 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,420,612 | 34,521 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,227,727 | 34,421 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,416,248 | 34,395 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,381,027 | 34,220 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,436,580 | 34,121 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $2,684,776 | 39,482 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,028,321 | 42,467 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,056,804 | 42,157 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,269,757 | 47,678 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,980,199 | 48,091 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,908,957 | 48,074 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,977,464 | 47,900 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,560,789 | 57,965 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,145,193 | 58,008 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,007,714 | 58,008 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,959,563 | 54,665 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||