First National Advisers’s Southern Company SO Stock Holding History

First National Advisers’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	$4.49M	Buy	46,945 +4,413	+10%	+$415K	0.63%	33
2026 Q1	$4.1M	Buy	42,532 +6,023	+16%	+$557K	0.6%	35
2025 Q4	$3.18M	Sell	36,509 -3,076	-8%	-$281K	0.44%	59
2025 Q3	$3.75M	Buy	39,585 +1,258	+3%	+$117K	0.51%	51
2025 Q2	$3.52M	Buy	38,327 +452	+1%	+$40.6K	0.52%	57
2025 Q1	$3.48M	Buy	37,875 +682	+2%	+$59K	0.56%	50
2024 Q4	$3.06M	Buy	37,193 +2,256	+6%	+$198K	0.5%	60
2024 Q3	$3.15M	Buy	+34,937	New	+$2.98M	0.5%	57

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First National Advisers's SO Position: Q2 2026 in Review

First National Advisers increased its Southern Company (SO) stake by 10% in Q2 2026, buying an estimated $415K and bringing the position to 46,945 shares worth $4.49M. The position accounts for 0.63% of the portfolio, ranked #33.

First National Advisers first reported a position in SO in Q3 2024 and has held it in 8 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First National Advisers held 46,945 shares of Southern Company worth $4.49M as of Q2 2026.
First National Advisers bought 4,413 Southern Company shares in Q2 2026, an estimated $415K.
Southern Company made up 0.63% of First National Advisers's portfolio in Q2 2026, its #33 holding.
First National Advisers first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.