Noesis Capital Mangement’s Southern Company SO Stock Holding History

Noesis Capital Mangement’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	$256K	Hold	2,671	–	–	0.03%	114
2026 Q1	$258K	Hold	2,671	–	–	0.04%	108
2025 Q4	$233K	Buy	2,671 +360	+16%	+$32.9K	0.03%	116
2025 Q3	$219K	Hold	2,311	–	–	0.03%	119
2025 Q2	$212K	Hold	2,311	–	–	0.04%	122
2025 Q1	$212K	Buy	+2,311	New	+$200K	0.04%	119
2024 Q4	–	Sell	-2,320	Closed	-$209K	–	120
2024 Q3	$209K	Buy	+2,320	New	+$198K	0.04%	112
2020 Q1	–	Sell	-3,150	Closed	-$201K	–	117
2019 Q4	$201K	Buy	+3,150	New	+$195K	0.06%	122

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Noesis Capital Mangement's SO Position: Q2 2026 in Review

Noesis Capital Mangement held its Southern Company (SO) position steady in Q2 2026 at 2,671 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #114.

Noesis Capital Mangement first reported a position in SO in Q4 2019 and has held it in 8 quarters since. The position peaked at $258K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Noesis Capital Mangement held 2,671 shares of Southern Company worth $256K as of Q2 2026.
Noesis Capital Mangement left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Noesis Capital Mangement's portfolio in Q2 2026, its #114 holding.
Noesis Capital Mangement first reported a position in Southern Company in Q4 2019 and has held it in 8 quarters since.
Noesis Capital Mangement's Southern Company position peaked at $258K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.