Nicolet Advisory Services’s Southern Company SO Stock Holding History

Nicolet Advisory Services’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 Q4	$370K	Sell	4,262 -1,032	-19%	-$94.2K	0.02%	284
2025 Q3	$510K	Sell	5,294 -23	-0.4%	-$2.15K	0.04%	223
2025 Q2	$505K	Buy	5,317 +102	+2%	+$9.16K	0.04%	214
2025 Q1	$464K	Sell	5,215 -281	-5%	-$24.3K	0.05%	202
2024 Q4	$447K	Buy	5,496 +62	+1%	+$5.44K	0.04%	224
2024 Q3	$493K	Buy	5,434 +16	+0.3%	+$1.37K	0.05%	205
2024 Q2	$425K	Buy	5,418 +35	+0.7%	+$2.65K	0.04%	226
2024 Q1	$380K	Buy	5,383 +1,753	+48%	+$121K	0.04%	225
2023 Q4	$260K	Sell	3,630 -471	-11%	-$32.3K	0.03%	271
2023 Q3	$265K	Buy	4,101 +92	+2%	+$6.38K	0.03%	247
2023 Q2	$284K	Buy	4,009 +50	+1%	+$3.59K	0.03%	240
2023 Q1	$286K	Buy	3,959 +211	+6%	+$14.2K	0.03%	215
2022 Q4	$268K	Hold	3,748	–	–	0.04%	191
2022 Q3	$240K	Buy	3,748 +43	+1%	+$3.26K	0.04%	162
2022 Q2	$264K	Hold	3,705	–	–	0.04%	144
2022 Q1	$283K	Buy	3,705 +211	+6%	+$14.3K	0.04%	154
2021 Q4	$240K	Hold	3,494	–	–	0.03%	173
2021 Q3	$217K	Buy	3,494 +7	+0.2%	+$451	0.03%	186
2021 Q2	$211K	Buy	3,487 +1	+0%	+$64	0.03%	178
2021 Q1	$217K	Sell	3,486 -255	-7%	-$15.3K	0.03%	165
2020 Q4	$230K	Buy	3,741 +3	+0.1%	+$180	0.03%	159
2020 Q3	$203K	Sell	3,738 -1,027	-22%	-$54.9K	0.03%	155
2020 Q2	$247K	Sell	4,765 -467	-9%	-$26K	0.04%	170
2020 Q1	$283K	Buy	5,232 +1,235	+31%	+$78.2K	0.05%	147
2019 Q4	$255K	Buy	3,997 +1	+0%	+$62	0.04%	147
2019 Q3	$247K	Buy	3,996 +3	+0.1%	+$174	0.04%	145
2019 Q2	$221K	Buy	3,993 +49	+1%	+$2.62K	0.03%	145
2019 Q1	$204K	Buy	+3,944	New	+$193K	0.03%	144

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nicolet Advisory Services's SO Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Southern Company (SO) stake by 19% in Q4 2025, selling an estimated $94.2K and leaving 4,262 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #284.

Nicolet Advisory Services first reported a position in SO in Q1 2019 and has held it in 28 quarters since. The position peaked at $510K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Nicolet Advisory Services held 4,262 shares of Southern Company worth $370K as of Q4 2025.
Nicolet Advisory Services sold 1,032 Southern Company shares in Q4 2025, an estimated $94.2K.
Southern Company made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #284 holding.
Nicolet Advisory Services first reported a position in Southern Company in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Southern Company position peaked at $510K in Q3 2025.
2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.