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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Novak & Powell Financial Services's SO Position: Q1 2026 in Review

Novak & Powell Financial Services held its Southern Company (SO) position steady in Q1 2026 at 5,925 shares worth $572K. The position accounts for 0.31% of the portfolio, ranked #74.

Novak & Powell Financial Services first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $671K in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Novak & Powell Financial Services held 5,925 shares of Southern Company worth $572K as of Q1 2026.
Novak & Powell Financial Services left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.31% of Novak & Powell Financial Services's portfolio in Q1 2026, its #74 holding.
Novak & Powell Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Southern Company position peaked at $671K in Q3 2024.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.