Nemes Rush Group’s Southern Company SO Stock Holding History

Nemes Rush 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 Q3	$146K	Buy	1,758 +1	+0.1%	+$91	0.01%	234
2026 Q2	$168K	Buy	1,757 +451	+35%	+$42.5K	0.01%	237
2026 Q1	$126K	Buy	1,306 +89	+7%	+$8.23K	0.01%	256
2025 Q4	$106K	Buy	1,217 +1,100	+940%	+$100K	0.01%	264
2025 Q3	$11.1K	Sell	117 -22	-16%	-$2.05K	﹤0.01%	478
2025 Q2	$12.7K	Buy	139 +24	+21%	+$2.16K	﹤0.01%	455
2025 Q1	$10.6K	Buy	115 +1	+0.9%	+$87	﹤0.01%	460
2024 Q4	$9.38K	Buy	114 +1	+0.9%	+$88	﹤0.01%	473
2024 Q3	$8.11K	Hold	113	–	–	﹤0.01%	418
2024 Q2	$8.76K	Hold	113	–	–	﹤0.01%	418
2024 Q1	$8.11K	Hold	113	–	–	﹤0.01%	454
2023 Q4	$7.92K	Buy	+113	New	+$7.76K	﹤0.01%	445

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nemes Rush Group's SO Position: Q3 2026 in Review

Nemes Rush Group increased its Southern Company (SO) stake by 0.06% in Q3 2026, buying an estimated $91 and bringing the position to 1,758 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #234.

Nemes Rush Group first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $168K in Q2 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Nemes Rush Group held 1,758 shares of Southern Company worth $146K as of Q3 2026.
Nemes Rush Group bought 1 Southern Company share in Q3 2026, an estimated $91.
Southern Company made up 0.01% of Nemes Rush Group's portfolio in Q3 2026, its #234 holding.
Nemes Rush Group first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Nemes Rush Group's Southern Company position peaked at $168K in Q2 2026.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.