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Noble Wealth Management PBC’s Southern Company SO Stock Holding History

Noble Wealth Management PBC’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
Q1 		– Sell
-96
Closed -$8.37K – 641
2025
Q4 		$8.37K Hold
96
– – ﹤0.01% 480
2025
Q3 		$9.1K Buy
+96
New +$8.96K ﹤0.01% 452
2025
Q1 		$8.83K Hold
96
– – 0.01% 398
2024
Q4 		$7.9K Buy
+96
New +$8.42K 0.01% 363

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Noble Wealth Management PBC's SO Position: Q1 2026 in Review

Noble Wealth Management PBC sold out of Southern Company (SO) in Q1 2026, closing a stake of 96 shares — an estimated $8.37K sold.

Noble Wealth Management PBC first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $9.1K in Q3 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Noble Wealth Management PBC reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 96 Southern Company shares in Q1 2026, an estimated $8.37K.
  • Noble Wealth Management PBC first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Noble Wealth Management PBC's Southern Company position peaked at $9.1K in Q3 2025.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Noble Wealth Management PBC's 13F filing for Q1 2026, filed 2 Apr 2026.