Nadler Financial Group’s Southern Company SO Stock Holding History
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
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. 2,365 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.
- 2,365 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.