Nadler Financial Group’s Southern Company SO Stock Holding History

Nadler Financial Group’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	$471K	Buy	4,922 +147	+3%	+$13.8K	0.04%	93
2026 Q1	$461K	Hold	4,775	–	–	0.04%	87
2025 Q4	$416K	Hold	4,775	–	–	0.04%	89
2025 Q3	$453K	Hold	4,775	–	–	0.04%	87
2025 Q2	$438K	Hold	4,775	–	–	0.04%	81
2025 Q1	$439K	Hold	4,775	–	–	0.05%	79
2024 Q4	$393K	Buy	4,775 +1,500	+46%	+$132K	0.04%	80
2024 Q3	$295K	Hold	3,275	–	–	0.03%	91
2024 Q2	$254K	Sell	3,275 -34	-1%	-$2.58K	0.03%	94
2024 Q1	$237K	Sell	3,309 -392	-11%	-$27.1K	0.03%	97
2023 Q4	$260K	Hold	3,701	–	–	0.04%	87
2023 Q3	$240K	Hold	3,701	–	–	0.04%	91
2023 Q2	$260K	Hold	3,701	–	–	0.04%	90
2023 Q1	$258K	Hold	3,701	–	–	0.04%	89
2022 Q4	$264K	Hold	3,701	–	–	0.05%	87
2022 Q3	$252K	Buy	3,701 +250	+7%	+$18.9K	0.05%	84
2022 Q2	$246K	Hold	3,451	–	–	0.05%	87
2022 Q1	$250K	Sell	3,451 -259	-7%	-$17.5K	0.04%	97
2021 Q4	$254K	Hold	3,710	–	–	0.04%	106
2021 Q3	$230K	Hold	3,710	–	–	0.04%	111
2021 Q2	$224K	Hold	3,710	–	–	0.04%	119
2021 Q1	$231K	Hold	3,710	–	–	0.04%	110
2020 Q4	$228K	Hold	3,710	–	–	0.04%	101
2020 Q3	$201K	Buy	+3,710	New	+$198K	0.04%	98
2020 Q2	–	Sell	-3,710	Closed	-$201K	–	101
2020 Q1	$201K	Hold	3,710	–	–	0.06%	85
2019 Q4	$236K	Hold	3,710	–	–	0.06%	86
2019 Q3	$229K	Hold	3,710	–	–	0.06%	76
2019 Q2	$205K	Buy	+3,710	New	+$199K	0.06%	80
2018 Q1	–	Sell	-4,954	Closed	-$238K	–	87
2017 Q4	$238K	Buy	+4,954	New	+$252K	0.07%	76
2015 Q2	–	Sell	-5,035	Closed	-$223K	–	87
2015 Q1	$223K	Sell	5,035 -351	-7%	-$16.7K	0.11%	80
2014 Q4	$264K	Buy	+5,386	New	+$254K	0.14%	63

Other funds holding SO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nadler Financial Group's SO Position: Q2 2026 in Review

Nadler Financial Group increased its Southern Company (SO) stake by 3.1% in Q2 2026, buying an estimated $13.8K and bringing the position to 4,922 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #93.

Nadler Financial Group first reported a position in SO in Q4 2014 and has held it in 31 quarters since. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Nadler Financial Group held 4,922 shares of Southern Company worth $471K as of Q2 2026.
Nadler Financial Group bought 147 Southern Company shares in Q2 2026, an estimated $13.8K.
Southern Company made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #93 holding.
Nadler Financial Group first reported a position in Southern Company in Q4 2014 and has held it in 31 quarters since.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.