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Nordwand Advisors’s Southern Company SO Stock Holding History

Nordwand Advisors’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 		$251K Hold
2,621
– – 0.04% 143
2026
Q1 		$253K Sell
2,621
-300
-10% -$27.8K 0.04% 138
2025
Q4 		$255K Sell
2,921
-100
-3% -$9.13K 0.04% 142
2025
Q3 		$286K Buy
3,021
+171
+6% +$16K 0.05% 138
2025
Q2 		$262K Buy
+2,850
New +$256K 0.04% 134

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
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

Nordwand Advisors's SO Position: Q2 2026 in Review

Nordwand Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,621 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #143.

Nordwand Advisors first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $286K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Nordwand Advisors held 2,621 shares of Southern Company worth $251K as of Q2 2026.
  • Nordwand Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of Nordwand Advisors's portfolio in Q2 2026, its #143 holding.
  • Nordwand Advisors first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Nordwand Advisors's Southern Company position peaked at $286K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.