Narwhal Capital Management’s Southern Company SO Stock Holding History

Narwhal Capital Management’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	$369K	Hold	3,859	–	–	0.03%	134
2026 Q1	$372K	Hold	3,859	–	–	0.03%	138
2025 Q4	$337K	Hold	3,859	–	–	0.02%	138
2025 Q3	$366K	Hold	3,859	–	–	0.03%	137
2025 Q2	$354K	Hold	3,859	–	–	0.03%	139
2025 Q1	$355K	Hold	3,859	–	–	0.03%	142
2024 Q4	$318K	Hold	3,859	–	–	0.03%	142
2024 Q3	$348K	Hold	3,859	–	–	0.03%	137
2024 Q2	$299K	Buy	+3,859	New	+$292K	0.03%	143
2014 Q2	–	Sell	-5,450	Closed	-$239K	–	146
2014 Q1	$239K	Sell	5,450 -10,000	-65%	-$419K	0.1%	133
2013 Q4	$635K	Buy	15,450 +5,500	+55%	+$227K	0.26%	104
2013 Q3	$410K	Buy	+9,950	New	+$429K	0.2%	116

Other funds holding SO

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Narwhal Capital Management's SO Position: Q2 2026 in Review

Narwhal Capital Management held its Southern Company (SO) position steady in Q2 2026 at 3,859 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #134.

Narwhal Capital Management first reported a position in SO in Q3 2013 and has held it in 12 quarters since. The position peaked at $635K in Q4 2013. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Narwhal Capital Management held 3,859 shares of Southern Company worth $369K as of Q2 2026.
Narwhal Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Narwhal Capital Management's portfolio in Q2 2026, its #134 holding.
Narwhal Capital Management first reported a position in Southern Company in Q3 2013 and has held it in 12 quarters since.
Narwhal Capital Management's Southern Company position peaked at $635K in Q4 2013.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.