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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
Q2 		$776K Sell
8,103
-20
-0.2% -$1.88K 0.06% 257
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Norden Group's SO Position: Q2 2026 in Review

Norden Group reduced its Southern Company (SO) stake by 0.25% in Q2 2026, selling an estimated $1.88K and leaving 8,103 shares worth $776K. The position accounts for 0.06% of the portfolio, ranked #257.

Norden Group first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $914K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Norden Group held 8,103 shares of Southern Company worth $776K as of Q2 2026.
  • Norden Group sold 20 Southern Company shares in Q2 2026, an estimated $1.88K.
  • Southern Company made up 0.06% of Norden Group's portfolio in Q2 2026, its #257 holding.
  • Norden Group first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • Norden Group's Southern Company position peaked at $914K in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.