Nilsine Partners
SO icon

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
Q3 		$506K Sell
6,106
-441
-7% -$40.2K 0.04% 318
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nilsine Partners's SO Position: Q3 2026 in Review

Nilsine Partners reduced its Southern Company (SO) stake by 6.7% in Q3 2026, selling an estimated $40.2K and leaving 6,106 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #318.

Nilsine Partners first reported a position in SO in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.27M in Q2 2023. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Nilsine Partners held 6,106 shares of Southern Company worth $506K as of Q3 2026.
  • Nilsine Partners sold 441 Southern Company shares in Q3 2026, an estimated $40.2K.
  • Southern Company made up 0.04% of Nilsine Partners's portfolio in Q3 2026, its #318 holding.
  • Nilsine Partners first reported a position in Southern Company in Q1 2023 and has held it in 15 quarters since.
  • Nilsine Partners's Southern Company position peaked at $1.27M in Q2 2023.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Nilsine Partners's 13F filing for Q3 2026, filed 2 Nov 2026.