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NBC Securities’s Southern Company SO Stock Holding History

NBC Securities’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 		$1.85M Buy
19,341
+600
+3% +$56.5K 0.13% 184
2026
Q1 		$1.81M Buy
18,741
+65
+0.3% +$6.01K 0.14% 167
2025
Q4 		$1.63M Buy
18,676
+93
+0.5% +$8.49K 0.12% 180
2025
Q3 		$1.76M Sell
18,583
-2,689
-13% -$251K 0.14% 176
2025
Q2 		$1.95M Buy
21,272
+432
+2% +$38.8K 0.16% 152
2025
Q1 		$1.92M Buy
20,840
+20,819
+99,138% +$1.8M 0.16% 134
2024
Q4 		$1.76K Sell
21
-24,914
-100% -$2.19M 0.16% 136
2024
Q3 		$2.25M Sell
24,935
-44,662
-64% -$3.82M 0.19% 112
2024
Q2 		$5.4M Buy
69,597
+1,387
+2% +$105K 0.49% 30
2024
Q1 		$4.89M Buy
68,210
+1,416
+2% +$97.7K 0.46% 32
2023
Q4 		$4.68M Buy
66,794
+6,491
+11% +$446K 0.47% 31
2023
Q3 		$3.9M Buy
+60,303
New +$4.19M 0.43% 36

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NBC Securities's SO Position: Q2 2026 in Review

NBC Securities increased its Southern Company (SO) stake by 3.2% in Q2 2026, buying an estimated $56.5K and bringing the position to 19,341 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #184.

NBC Securities first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.4M in Q2 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • NBC Securities held 19,341 shares of Southern Company worth $1.85M as of Q2 2026.
  • NBC Securities bought 600 Southern Company shares in Q2 2026, an estimated $56.5K.
  • Southern Company made up 0.13% of NBC Securities's portfolio in Q2 2026, its #184 holding.
  • NBC Securities first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Southern Company position peaked at $5.4M in Q2 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.