Norden Group’s Southern Company SO Stock Holding History

Norden Group’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	$784K	Sell	8,123 -302	-4%	-$27.9K	0.08%	233
2025 Q4	$735K	Sell	8,425 -1,214	-13%	-$111K	0.07%	253
2025 Q3	$914K	Buy	9,639 +683	+8%	+$63.8K	0.09%	205
2025 Q2	$822K	Buy	8,956 +1,144	+15%	+$103K	0.09%	225
2025 Q1	$718K	Sell	7,812 -312	-4%	-$27K	0.08%	235
2024 Q4	$669K	Buy	8,124 +294	+4%	+$25.8K	0.08%	276
2024 Q3	$706K	Buy	7,830 +575	+8%	+$49.1K	0.08%	260
2024 Q2	$563K	Buy	7,255 +2,011	+38%	+$152K	0.11%	198
2024 Q1	$376K	Buy	+5,244	New	+$362K	0.08%	285

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norden Group's SO Position: Q1 2026 in Review

Norden Group reduced its Southern Company (SO) stake by 3.6% in Q1 2026, selling an estimated $27.9K and leaving 8,123 shares worth $784K. The position accounts for 0.08% of the portfolio, ranked #233.

Norden Group first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $914K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Norden Group held 8,123 shares of Southern Company worth $784K as of Q1 2026.
Norden Group sold 302 Southern Company shares in Q1 2026, an estimated $27.9K.
Southern Company made up 0.08% of Norden Group's portfolio in Q1 2026, its #233 holding.
Norden Group first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Norden Group's Southern Company position peaked at $914K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.