Nova R Wealth’s Southern Company SO Stock Holding History

Nova R Wealth’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	$257K	Buy	2,682 +40	+2%	+$3.77K	0.07%	77
2026 Q1	$255K	Buy	2,642 +20	+0.8%	+$1.85K	0.08%	77
2025 Q4	$229K	Buy	2,622 +2	+0.1%	+$183	0.08%	84
2025 Q3	$248K	Buy	2,620 +2	+0.1%	+$187	0.11%	73
2025 Q2	$240K	Buy	2,618 +2	+0.1%	+$180	0.11%	75
2025 Q1	$241K	Buy	2,616 +2	+0.1%	+$173	0.12%	74
2024 Q4	$215K	Buy	2,614 +2	+0.1%	+$175	0.11%	78
2024 Q3	$236K	Buy	2,612 +2	+0.1%	+$171	0.12%	75
2024 Q2	$202K	Buy	+2,610	New	+$198K	0.1%	81
2023 Q3	–	Sell	-2,889	Closed	-$203K	–	64
2023 Q2	$203K	Buy	2,889 +5	+0.2%	+$359	0.14%	60
2023 Q1	$201K	Buy	+2,884	New	+$194K	0.14%	72
2022 Q3	–	Sell	-2,869	Closed	-$205K	–	72
2022 Q2	$205K	Buy	2,869 +4	+0.1%	+$294	0.17%	70
2022 Q1	$208K	Buy	+2,865	New	+$194K	0.18%	69

Other funds holding SO

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Nova R Wealth's SO Position: Q2 2026 in Review

Nova R Wealth increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $3.77K and bringing the position to 2,682 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #77.

Nova R Wealth first reported a position in SO in Q1 2022 and has held it in 13 quarters since. 490 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Nova R Wealth held 2,682 shares of Southern Company worth $257K as of Q2 2026.
Nova R Wealth bought 40 Southern Company shares in Q2 2026, an estimated $3.77K.
Southern Company made up 0.07% of Nova R Wealth's portfolio in Q2 2026, its #77 holding.
Nova R Wealth first reported a position in Southern Company in Q1 2022 and has held it in 13 quarters since.
490 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.