Nalls Sherbakoff Group’s Southern Company SO Stock Holding History

Nalls Sherbakoff 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	$294K	Sell	3,067 -75	-2%	-$7.06K	0.21%	75
2026 Q1	$303K	Sell	3,142 -20	-0.6%	-$1.85K	0.22%	73
2025 Q4	$276K	Buy	3,162 +126	+4%	+$11.5K	0.2%	78
2025 Q3	$288K	Buy	3,036 +23	+0.8%	+$2.15K	0.19%	78
2025 Q2	$277K	Sell	3,013 -344	-10%	-$30.9K	0.2%	76
2025 Q1	$309K	Buy	+3,357	New	+$291K	0.25%	62
2023 Q4	$221K	Buy	3,148 +379	+14%	+$26K	0.2%	71
2023 Q3	$179K	Buy	2,769 +55	+2%	+$3.82K	0.17%	79
2023 Q2	$189K	Sell	2,714 -150	-5%	-$10.8K	0.19%	78
2023 Q1	$198K	Buy	+2,864	New	+$193K	0.2%	79
2018 Q4	$103K	Buy	+2,345	New	+$107K	0.16%	76

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

Nalls Sherbakoff Group's SO Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Southern Company (SO) stake by 2.4% in Q2 2026, selling an estimated $7.06K and leaving 3,067 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #75.

Nalls Sherbakoff Group first reported a position in SO in Q4 2018 and has held it in 11 quarters since. The position peaked at $309K in Q1 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Nalls Sherbakoff Group held 3,067 shares of Southern Company worth $294K as of Q2 2026.
Nalls Sherbakoff Group sold 75 Southern Company shares in Q2 2026, an estimated $7.06K.
Southern Company made up 0.21% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #75 holding.
Nalls Sherbakoff Group first reported a position in Southern Company in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Southern Company position peaked at $309K in Q1 2025.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.