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Novak & Powell Financial Services’s Southern Company SO Stock Holding History

Novak & Powell Financial Services’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 		$567K Hold
5,925
– – 0.27% 76
2026
Q1 		$572K Hold
5,925
– – 0.31% 74
2025
Q4 		$517K Sell
5,925
-200
-3% -$18.3K 0.27% 81
2025
Q3 		$580K Sell
6,125
-100
-2% -$9.34K 0.31% 73
2025
Q2 		$572K Buy
6,225
+27
+0.4% +$2.42K 0.4% 59
2025
Q1 		$570K Hold
6,198
– – 0.35% 68
2024
Q4 		$510K Sell
6,198
-1,238
-17% -$109K 0.3% 75
2024
Q3 		$671K Hold
7,436
– – 0.39% 62
2024
Q2 		$577K Hold
7,436
– – 0.36% 64
2024
Q1 		$533K Sell
7,436
-200
-3% -$13.8K 0.4% 64
2023
Q4 		$535K Buy
+7,636
New +$524K 0.36% 70

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

Novak & Powell Financial Services's SO Position: Q2 2026 in Review

Novak & Powell Financial Services held its Southern Company (SO) position steady in Q2 2026 at 5,925 shares worth $567K. The position accounts for 0.27% of the portfolio, ranked #76.

Novak & Powell Financial Services first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $671K in Q3 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Novak & Powell Financial Services held 5,925 shares of Southern Company worth $567K as of Q2 2026.
  • Novak & Powell Financial Services left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.27% of Novak & Powell Financial Services's portfolio in Q2 2026, its #76 holding.
  • Novak & Powell Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Southern Company position peaked at $671K in Q3 2024.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.