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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
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 		$8.77K 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

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

Nemes Rush Group's SO Position: Q1 2026 in Review

Nemes Rush Group increased its Southern Company (SO) stake by 7.3% in Q1 2026, buying an estimated $8.23K and bringing the position to 1,306 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #256.

Nemes Rush Group first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Nemes Rush Group held 1,306 shares of Southern Company worth $126K as of Q1 2026.
  • Nemes Rush Group bought 89 Southern Company shares in Q1 2026, an estimated $8.23K.
  • Southern Company made up 0.01% of Nemes Rush Group's portfolio in Q1 2026, its #256 holding.
  • Nemes Rush Group first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.