Northstar Financial Companies’s Southern Company SO Stock Holding History

Northstar Financial Companies’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	$819K	Buy	8,553 +1,034	+14%	+$97.3K	0.55%	51
2026 Q1	$726K	Sell	7,519 -4,374	-37%	-$405K	0.58%	47
2025 Q4	$1.04M	Sell	11,893 -3,454	-23%	-$315K	0.83%	33
2025 Q3	$1.45M	Buy	15,347 +3,337	+28%	+$312K	1.35%	21
2025 Q2	$1.1M	Buy	12,010 +3,801	+46%	+$341K	1.15%	21
2025 Q1	$755K	Buy	8,209 +1,358	+20%	+$118K	0.82%	32
2024 Q4	$564K	Buy	+6,851	New	+$601K	0.53%	44

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Northstar Financial Companies's SO Position: Q2 2026 in Review

Northstar Financial Companies increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $97.3K and bringing the position to 8,553 shares worth $819K. The position accounts for 0.55% of the portfolio, ranked #51.

Northstar Financial Companies first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2025. 1,442 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Northstar Financial Companies held 8,553 shares of Southern Company worth $819K as of Q2 2026.
Northstar Financial Companies bought 1,034 Southern Company shares in Q2 2026, an estimated $97.3K.
Southern Company made up 0.55% of Northstar Financial Companies's portfolio in Q2 2026, its #51 holding.
Northstar Financial Companies first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Northstar Financial Companies's Southern Company position peaked at $1.45M in Q3 2025.
1,442 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.