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Naviter Wealth’s Southern Company SO Stock Holding History

Naviter Wealth’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
Q1 		$2.66M Buy
27,509
+940
+4% +$87K 0.33% 71
2025
Q4 		$2.32M Sell
26,569
-5,101
-16% -$466K 0.3% 79
2025
Q3 		$3M Buy
31,670
+853
+3% +$79.6K 0.35% 68
2025
Q2 		$2.83M Buy
30,817
+825
+3% +$74.1K 0.35% 75
2025
Q1 		$2.73M Buy
29,992
+172
+0.6% +$14.9K 0.33% 75
2024
Q4 		$2.45M Buy
29,820
+5,337
+22% +$468K 0.3% 88
2024
Q3 		$2.21M Buy
24,483
+536
+2% +$45.8K 0.31% 88
2024
Q2 		$1.86M Buy
23,947
+1,479
+7% +$112K 0.28% 104
2024
Q1 		$1.61M Buy
22,468
+2,209
+11% +$152K 0.26% 110
2023
Q4 		$1.42M Buy
20,259
+4,400
+28% +$302K 0.29% 94
2023
Q3 		$1.03M Buy
15,859
+1,046
+7% +$72.6K 0.25% 95
2023
Q2 		$1.04M Buy
14,813
+1,237
+9% +$88.7K 0.26% 97
2023
Q1 		$945K Buy
+13,576
New +$914K 0.33% 88

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Naviter Wealth's SO Position: Q1 2026 in Review

Naviter Wealth increased its Southern Company (SO) stake by 3.5% in Q1 2026, buying an estimated $87K and bringing the position to 27,509 shares worth $2.66M. The position accounts for 0.33% of the portfolio, ranked #71.

Naviter Wealth first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $3M in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Naviter Wealth held 27,509 shares of Southern Company worth $2.66M as of Q1 2026.
  • Naviter Wealth bought 940 Southern Company shares in Q1 2026, an estimated $87K.
  • Southern Company made up 0.33% of Naviter Wealth's portfolio in Q1 2026, its #71 holding.
  • Naviter Wealth first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • Naviter Wealth's Southern Company position peaked at $3M in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.