N.E.W. Advisory Services’s Southern Company SO Stock Holding History

N.E.W. Advisory Services’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	$275K	Sell	2,868 -17	-0.6%	-$1.6K	0.02%	197
2026 Q1	$278K	Sell	2,885 -10	-0.3%	-$925	0.02%	187
2025 Q4	$252K	Buy	2,895 +16	+0.6%	+$1.46K	0.02%	187
2025 Q3	$273K	Buy	2,879 +2	+0.1%	+$187	0.02%	163
2025 Q2	$264K	Buy	2,877 +3	+0.1%	+$269	0.03%	159
2025 Q1	$264K	Buy	2,874 +31	+1%	+$2.68K	0.02%	180
2024 Q4	$234K	Buy	2,843 +3	+0.1%	+$263	0.02%	176
2024 Q3	$256K	Buy	+2,840	New	+$243K	0.03%	166

Other funds holding SO

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

N.E.W. Advisory Services's SO Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Southern Company (SO) stake by 0.59% in Q2 2026, selling an estimated $1.6K and leaving 2,868 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #197.

N.E.W. Advisory Services first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $278K in Q1 2026. 1,724 funds tracked by Wall St. Rank hold SO as of Q2 2026.

N.E.W. Advisory Services held 2,868 shares of Southern Company worth $275K as of Q2 2026.
N.E.W. Advisory Services sold 17 Southern Company shares in Q2 2026, an estimated $1.6K.
Southern Company made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #197 holding.
N.E.W. Advisory Services first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
N.E.W. Advisory Services's Southern Company position peaked at $278K in Q1 2026.
1,724 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.