Nilsine Partners’s Southern Company SO Stock Holding History

Nilsine Partners’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	$627K	Buy	6,547 +44	+0.7%	+$4.14K	0.04%	278
2026 Q1	$610K	Buy	6,503 +413	+7%	+$38.2K	0.05%	261
2025 Q4	$531K	Buy	6,090 +249	+4%	+$22.7K	0.05%	270
2025 Q3	$554K	Sell	5,841 -262	-4%	-$24.5K	0.05%	267
2025 Q2	$560K	Sell	6,103 -178	-3%	-$16K	0.06%	249
2025 Q1	$578K	Buy	6,281 +125	+2%	+$10.8K	0.06%	224
2024 Q4	$507K	Buy	6,156 +380	+7%	+$33.3K	0.05%	255
2024 Q3	$521K	Sell	5,776 -5,675	-50%	-$485K	0.07%	223
2024 Q2	$888K	Sell	11,451 -1,481	-11%	-$112K	0.12%	181
2024 Q1	$928K	Buy	12,932 +37	+0.3%	+$2.55K	0.13%	180
2023 Q4	$904K	Sell	12,895 -4,734	-27%	-$325K	0.14%	173
2023 Q3	$1.14M	Sell	17,629 -412	-2%	-$28.6K	0.17%	144
2023 Q2	$1.27M	Sell	18,041 -128	-0.7%	-$9.18K	0.19%	140
2023 Q1	$1.26M	Buy	+18,169	New	+$1.22M	0.2%	135

Other funds holding SO

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nilsine Partners's SO Position: Q2 2026 in Review

Nilsine Partners increased its Southern Company (SO) stake by 0.68% in Q2 2026, buying an estimated $4.14K and bringing the position to 6,547 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #278.

Nilsine Partners first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.27M in Q2 2023. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Nilsine Partners held 6,547 shares of Southern Company worth $627K as of Q2 2026.
Nilsine Partners bought 44 Southern Company shares in Q2 2026, an estimated $4.14K.
Southern Company made up 0.04% of Nilsine Partners's portfolio in Q2 2026, its #278 holding.
Nilsine Partners first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Nilsine Partners's Southern Company position peaked at $1.27M in Q2 2023.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.