Nikulski Financial
SO icon

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
Q3 		$681K Sell
8,220
-274
-3% -$25K 0.15% 106
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nikulski Financial's SO Position: Q3 2026 in Review

Nikulski Financial reduced its Southern Company (SO) stake by 3.2% in Q3 2026, selling an estimated $25K and leaving 8,220 shares worth $681K. The position accounts for 0.15% of the portfolio, ranked #106.

Nikulski Financial first reported a position in SO in Q1 2020 and has held it in 25 quarters since. The position peaked at $890K in Q1 2026. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Nikulski Financial held 8,220 shares of Southern Company worth $681K as of Q3 2026.
  • Nikulski Financial sold 274 Southern Company shares in Q3 2026, an estimated $25K.
  • Southern Company made up 0.15% of Nikulski Financial's portfolio in Q3 2026, its #106 holding.
  • Nikulski Financial first reported a position in Southern Company in Q1 2020 and has held it in 25 quarters since.
  • Nikulski Financial's Southern Company position peaked at $890K in Q1 2026.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.