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NovaPoint Capital’s Southern Company SO Stock Holding History

NovaPoint Capital’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 		$1.93M Buy
20,033
+1,203
+6% +$111K 0.49% 61
2025
Q4 		$1.64M Buy
18,830
+2,733
+17% +$250K 0.42% 62
2025
Q3 		$1.53M Buy
16,097
+1,539
+11% +$144K 0.37% 64
2025
Q2 		$1.34M Buy
14,558
+631
+5% +$56.7K 0.41% 60
2025
Q1 		$1.28M Buy
13,927
+2,357
+20% +$204K 0.39% 62
2024
Q4 		$952K Buy
11,570
+323
+3% +$28.3K 0.29% 69
2024
Q3 		$1.01M Buy
11,247
+699
+7% +$59.7K 0.31% 68
2024
Q2 		$818K Buy
10,548
+325
+3% +$24.6K 0.28% 72
2024
Q1 		$733K Sell
10,223
-1,532
-13% -$106K 0.26% 74
2023
Q4 		$824K Sell
11,755
-2,385
-17% -$164K 0.31% 70
2023
Q3 		$915K Sell
14,140
-282
-2% -$19.6K 0.36% 67
2023
Q2 		$1.01M Buy
14,422
+114
+0.8% +$8.18K 0.38% 66
2023
Q1 		$996K Buy
14,308
+3,328
+30% +$224K 0.41% 63
2022
Q4 		$784K Buy
10,980
+785
+8% +$52.5K 0.34% 64
2022
Q3 		$693K Buy
10,195
+887
+10% +$67.2K 0.32% 70
2022
Q2 		$664K Buy
9,308
+4,220
+83% +$310K 0.29% 75
2022
Q1 		$369K Buy
5,088
+366
+8% +$24.8K 0.13% 93
2021
Q4 		$324K Buy
4,722
+597
+14% +$38.1K 0.12% 102
2021
Q3 		$256K Buy
+4,125
New +$266K 0.1% 110

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NovaPoint Capital's SO Position: Q1 2026 in Review

NovaPoint Capital increased its Southern Company (SO) stake by 6.4% in Q1 2026, buying an estimated $111K and bringing the position to 20,033 shares worth $1.93M. The position accounts for 0.49% of the portfolio, ranked #61.

NovaPoint Capital first reported a position in SO in Q3 2021 and has held it in 19 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • NovaPoint Capital held 20,033 shares of Southern Company worth $1.93M as of Q1 2026.
  • NovaPoint Capital bought 1,203 Southern Company shares in Q1 2026, an estimated $111K.
  • Southern Company made up 0.49% of NovaPoint Capital's portfolio in Q1 2026, its #61 holding.
  • NovaPoint Capital first reported a position in Southern Company in Q3 2021 and has held it in 19 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on NovaPoint Capital's 13F filing for Q1 2026, filed 6 May 2026.