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Nations Financial Group’s Southern Company SO Stock Holding History

Nations 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 		$1.25M Buy
13,080
+1,117
+9% +$105K 0.06% 324
2026
Q1 		$1.15M Sell
11,963
-783
-6% -$72.4K 0.06% 333
2025
Q4 		$1.11M Buy
12,746
+5,014
+65% +$458K 0.06% 325
2025
Q3 		$733K Buy
7,732
+54
+0.7% +$5.04K 0.05% 406
2025
Q2 		$705K Buy
7,678
+1,665
+28% +$150K 0.05% 379
2025
Q1 		$553K Hold
6,013
– – 0.04% 404
2024
Q4 		$495K Sell
6,013
-920
-13% -$80.7K 0.04% 439
2024
Q3 		$625K Sell
6,933
-82
-1% -$7K 0.05% 386
2024
Q2 		$544K Buy
7,015
+11
+0.2% +$834 0.04% 384
2024
Q1 		$502K Sell
7,004
-314
-4% -$21.7K 0.04% 414
2023
Q4 		$513K Sell
7,318
-46
-0.6% -$3.16K 0.05% 385
2023
Q3 		$477K Sell
7,364
-111
-1% -$7.7K 0.05% 376
2023
Q2 		$525K Sell
7,475
-1,002
-12% -$71.9K 0.05% 373
2023
Q1 		$590K Sell
8,477
-84
-1% -$5.66K 0.06% 329
2022
Q4 		$611K Sell
8,561
-318
-4% -$21.3K 0.07% 310
2022
Q3 		$604K Buy
8,879
+4
+0% +$303 0.09% 250
2022
Q2 		$633K Buy
8,875
+4
+0% +$294 0.08% 257
2022
Q1 		$643K Buy
8,871
+1,177
+15% +$79.7K 0.08% 274
2021
Q4 		$528K Buy
7,694
+379
+5% +$24.2K 0.07% 290
2021
Q3 		$453K Buy
7,315
+105
+1% +$6.76K 0.07% 276
2021
Q2 		$436K Sell
7,210
-72
-1% -$4.61K 0.07% 271
2021
Q1 		$453K Buy
7,282
+1,243
+21% +$74.4K 0.1% 231
2020
Q4 		$371K Sell
6,039
-45
-0.7% -$2.71K 0.1% 231
2020
Q3 		$330K Buy
6,084
+355
+6% +$19K 0.1% 221
2020
Q2 		$297K Buy
5,729
+222
+4% +$12.3K 0.11% 211
2020
Q1 		$298K Buy
5,507
+393
+8% +$24.9K 0.13% 191
2019
Q4 		$326K Buy
+5,114
New +$317K 0.11% 222

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Nations Financial Group increased its Southern Company (SO) stake by 9.3% in Q2 2026, buying an estimated $105K and bringing the position to 13,080 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #324.

Nations Financial Group first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 768 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Nations Financial Group held 13,080 shares of Southern Company worth $1.25M as of Q2 2026.
  • Nations Financial Group bought 1,117 Southern Company shares in Q2 2026, an estimated $105K.
  • Southern Company made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #324 holding.
  • Nations Financial Group first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 768 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.