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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nalls Sherbakoff Group's SO Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Southern Company (SO) stake by 4.2% in Q4 2025, buying an estimated $11.5K and bringing the position to 3,162 shares worth $276K. The position accounts for 0.2% of the portfolio, ranked #78.

Nalls Sherbakoff Group first reported a position in SO in Q4 2018 and has held it in 9 quarters since. The position peaked at $309K in Q1 2025. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Nalls Sherbakoff Group held 3,162 shares of Southern Company worth $276K as of Q4 2025.
Nalls Sherbakoff Group bought 126 Southern Company shares in Q4 2025, an estimated $11.5K.
Southern Company made up 0.2% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #78 holding.
Nalls Sherbakoff Group first reported a position in Southern Company in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Southern Company position peaked at $309K in Q1 2025.
2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.