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Nikulski Financial’s Southern Company SO Stock Holding History

Nikulski Financial’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
Q2 		$813K Sell
8,494
-730
-8% -$68.7K 0.18% 105
2026
Q1 		$890K Sell
9,224
-87
-0.9% -$8.05K 0.22% 95
2025
Q4 		$812K Buy
9,311
+3,828
+70% +$349K 0.19% 96
2025
Q3 		$520K Buy
5,483
+405
+8% +$37.8K 0.13% 106
2025
Q2 		$466K Buy
5,078
+341
+7% +$30.6K 0.13% 102
2025
Q1 		$436K Buy
4,737
+714
+18% +$61.8K 0.13% 95
2024
Q4 		$331K Buy
4,023
+368
+10% +$32.3K 0.1% 104
2024
Q3 		$330K Buy
+3,655
New +$312K 0.1% 103
2024
Q1 		– Sell
-3,470
Closed -$243K – 139
2023
Q4 		$243K Hold
3,470
– – 0.09% 120
2023
Q3 		$225K Sell
3,470
-150
-4% -$10.4K 0.09% 115
2023
Q2 		$254K Hold
3,620
– – 0.11% 111
2023
Q1 		$252K Hold
3,620
– – 0.11% 114
2022
Q4 		$259K Hold
3,620
– – 0.12% 108
2022
Q3 		$246K Buy
3,620
+450
+14% +$34.1K 0.13% 109
2022
Q2 		$226K Sell
3,170
-220
-6% -$16.2K 0.11% 115
2022
Q1 		$246K Hold
3,390
– – 0.1% 112
2021
Q4 		$232K Hold
3,390
– – 0.1% 112
2021
Q3 		$210K Hold
3,390
– – 0.1% 113
2021
Q2 		$213K Sell
3,390
-1,350
-28% -$86.3K 0.1% 117
2021
Q1 		$295K Sell
4,740
-815
-15% -$48.8K 0.15% 102
2020
Q4 		$341K Buy
5,555
+305
+6% +$18.3K 0.19% 90
2020
Q3 		$285K Buy
5,250
+200
+4% +$10.7K 0.18% 92
2020
Q2 		$262K Buy
5,050
+1,070
+27% +$59.5K 0.18% 93
2020
Q1 		$215K Buy
+3,980
New +$252K 0.19% 89

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Nikulski Financial's SO Position: Q2 2026 in Review

Nikulski Financial reduced its Southern Company (SO) stake by 7.9% in Q2 2026, selling an estimated $68.7K and leaving 8,494 shares worth $813K. The position accounts for 0.18% of the portfolio, ranked #105.

Nikulski Financial first reported a position in SO in Q1 2020 and has held it in 24 quarters since. The position peaked at $890K in Q1 2026. 1,021 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Nikulski Financial held 8,494 shares of Southern Company worth $813K as of Q2 2026.
  • Nikulski Financial sold 730 Southern Company shares in Q2 2026, an estimated $68.7K.
  • Southern Company made up 0.18% of Nikulski Financial's portfolio in Q2 2026, its #105 holding.
  • Nikulski Financial first reported a position in Southern Company in Q1 2020 and has held it in 24 quarters since.
  • Nikulski Financial's Southern Company position peaked at $890K in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.