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NBW Capital’s Southern Company SO Stock Holding History

NBW Capital’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
Q2 		$225K Sell
2,452
-165
-6% -$14.8K 0.05% 94
2025
Q1 		$241K Buy
+2,617
New +$227K 0.05% 82
2024
Q4 		– Sell
-2,623
Closed -$237K – 108
2024
Q3 		$237K Sell
2,623
-572
-18% -$48.9K 0.04% 97
2024
Q2 		$248K Sell
3,195
-359
-10% -$27.2K 0.05% 86
2024
Q1 		$255K Sell
3,554
-72
-2% -$4.97K 0.05% 89
2023
Q4 		$254K Sell
3,626
-10
-0.3% -$687 0.06% 87
2023
Q3 		$235K Sell
3,636
-260
-7% -$18K 0.06% 90
2023
Q2 		$274K Buy
3,896
+395
+11% +$28.3K 0.06% 87
2023
Q1 		$244K Buy
3,501
+491
+16% +$33.1K 0.06% 93
2022
Q4 		$215K Buy
+3,010
New +$201K 0.05% 96
2022
Q2 		– Sell
-2,902
Closed -$210K – 93
2022
Q1 		$210K Sell
2,902
-130
-4% -$8.8K 0.05% 85
2021
Q4 		$208K Buy
+3,032
New +$193K 0.05% 84

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NBW Capital's SO Position: Q2 2025 in Review

NBW Capital reduced its Southern Company (SO) stake by 6.3% in Q2 2025, selling an estimated $14.8K and leaving 2,452 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #94.

NBW Capital first reported a position in SO in Q4 2021 and has held it in 12 quarters since. The position peaked at $274K in Q2 2023. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • NBW Capital held 2,452 shares of Southern Company worth $225K as of Q2 2025.
  • NBW Capital sold 165 Southern Company shares in Q2 2025, an estimated $14.8K.
  • Southern Company made up 0.05% of NBW Capital's portfolio in Q2 2025, its #94 holding.
  • NBW Capital first reported a position in Southern Company in Q4 2021 and has held it in 12 quarters since.
  • NBW Capital's Southern Company position peaked at $274K in Q2 2023.
  • 2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.