NAG
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Northstar Advisory Group’s Southern Company SO Stock Holding History

Northstar Advisory 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 		$733K Buy
7,659
+5
+0.1% +$471 0.23% 69
2026
Q1 		$739K Buy
7,654
+98
+1% +$9.06K 0.28% 65
2025
Q4 		$659K Buy
7,556
+34
+0.5% +$3.1K 0.23% 70
2025
Q3 		$713K Sell
7,522
-53
-0.7% -$4.95K 0.29% 65
2025
Q2 		$696K Sell
7,575
-135
-2% -$12.1K 0.34% 58
2025
Q1 		$709K Sell
7,710
-496
-6% -$42.9K 0.46% 49
2024
Q4 		$676K Buy
8,206
+504
+7% +$44.2K 0.34% 56
2024
Q3 		$695K Buy
7,702
+146
+2% +$12.5K 0.36% 58
2024
Q2 		$586K Sell
7,556
-38
-0.5% -$2.88K 0.34% 58
2024
Q1 		$594K Buy
7,594
+187
+3% +$12.9K 0.36% 53
2023
Q4 		$519K Buy
7,407
+5
+0.1% +$343 0.31% 51
2023
Q3 		$479K Buy
7,402
+42
+0.6% +$2.92K 0.35% 56
2023
Q2 		$517K Sell
7,360
-55
-0.7% -$3.94K 0.34% 51
2023
Q1 		$516K Buy
7,415
+149
+2% +$10K 0.39% 51
2022
Q4 		$519K Buy
7,266
+5
+0.1% +$334 0.41% 53
2022
Q3 		$494K Sell
7,261
-27
-0.4% -$2.04K 0.44% 44
2022
Q2 		$520K Buy
7,288
+9
+0.1% +$661 0.39% 39
2022
Q1 		$528K Buy
7,279
+635
+10% +$43K 0.34% 61
2021
Q4 		$456K Buy
+6,644
New +$424K 0.27% 66
2021
Q3 		– Sell
-6,535
Closed -$395K – 115
2021
Q2 		$395K Sell
6,535
-625
-9% -$40K 0.25% 71
2021
Q1 		$445K Buy
7,160
+691
+11% +$41.4K 0.34% 55
2020
Q4 		$397K Buy
+6,469
New +$389K 0.33% 59

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's SO Position: Q2 2026 in Review

Northstar Advisory Group increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $471 and bringing the position to 7,659 shares worth $733K. The position accounts for 0.23% of the portfolio, ranked #69.

Northstar Advisory Group first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $739K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Northstar Advisory Group held 7,659 shares of Southern Company worth $733K as of Q2 2026.
  • Northstar Advisory Group bought 5 Southern Company shares in Q2 2026, an estimated $471.
  • Southern Company made up 0.23% of Northstar Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Northstar Advisory Group first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Northstar Advisory Group's Southern Company position peaked at $739K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.