NWM
SO icon

Nova Wealth Management’s Southern Company SO Stock Holding History

Nova Wealth Management’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 		$4.46K Sell
47
-21
-31% -$1.98K ﹤0.01% 471
2026
Q1 		$6.52K Sell
68
-7
-9% -$648 ﹤0.01% 406
2025
Q4 		$6.5K Hold
75
– – ﹤0.01% 396
2025
Q3 		$7.06K Hold
75
– – 0.01% 382
2025
Q2 		$6.84K Buy
75
+68
+971% +$6.11K 0.01% 406
2025
Q1 		$644 Hold
7
– – ﹤0.01% 509
2024
Q4 		$576 Buy
+7
New +$614 ﹤0.01% 351

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

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

Nova Wealth Management reduced its Southern Company (SO) stake by 31% in Q2 2026, selling an estimated $1.98K and leaving 47 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Nova Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.06K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Nova Wealth Management held 47 shares of Southern Company worth $4.46K as of Q2 2026.
  • Nova Wealth Management sold 21 Southern Company shares in Q2 2026, an estimated $1.98K.
  • Southern Company made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Nova Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Southern Company position peaked at $7.06K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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