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NFP Retirement Inc’s Southern Company SO Stock Holding History

NFP Retirement Inc’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 		$370K Sell
3,829
-1,011
-21% -$93.5K 0.02% 230
2025
Q4 		$422K Sell
4,840
-32
-0.7% -$2.92K 0.03% 214
2025
Q3 		$462K Sell
4,872
-259
-5% -$24.2K 0.03% 207
2025
Q2 		$471K Sell
5,131
-1,259
-20% -$113K 0.03% 209
2025
Q1 		$588K Sell
6,390
-158
-2% -$13.7K 0.05% 166
2024
Q4 		$539K Buy
6,548
+18
+0.3% +$1.58K 0.04% 178
2024
Q3 		$589K Sell
6,530
-542
-8% -$46.3K 0.05% 172
2024
Q2 		$549K Buy
7,072
+20
+0.3% +$1.52K 0.05% 176
2024
Q1 		$506K Buy
7,052
+12
+0.2% +$828 0.04% 181
2023
Q4 		$494K Buy
7,040
+31
+0.4% +$2.13K 0.08% 150
2023
Q3 		$454K Buy
7,009
+88
+1% +$6.11K 0.09% 151
2023
Q2 		$486K Buy
6,921
+439
+7% +$31.5K 0.09% 151
2023
Q1 		$451K Sell
6,482
-14
-0.2% -$943 0.09% 161
2022
Q4 		$464K Buy
6,496
+724
+13% +$48.4K 0.1% 151
2022
Q3 		$393K Sell
5,772
-524
-8% -$39.7K 0.1% 157
2022
Q2 		$449K Buy
6,296
+170
+3% +$12.5K 0.11% 145
2022
Q1 		$444K Buy
+6,126
New +$415K 0.11% 139

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

NFP Retirement Inc's SO Position: Q1 2026 in Review

NFP Retirement Inc reduced its Southern Company (SO) stake by 21% in Q1 2026, selling an estimated $93.5K and leaving 3,829 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #230.

NFP Retirement Inc first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $589K in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • NFP Retirement Inc held 3,829 shares of Southern Company worth $370K as of Q1 2026.
  • NFP Retirement Inc sold 1,011 Southern Company shares in Q1 2026, an estimated $93.5K.
  • Southern Company made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #230 holding.
  • NFP Retirement Inc first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's Southern Company position peaked at $589K in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.