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Novare Capital Management’s Southern Company SO Stock Holding History

Novare Capital 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 		$621K Sell
6,484
-400
-6% -$37.7K 0.04% 133
2026
Q1 		$664K Buy
6,884
+26
+0.4% +$2.4K 0.05% 125
2025
Q4 		$598K Buy
6,858
+28
+0.4% +$2.56K 0.04% 133
2025
Q3 		$647K Sell
6,830
-2,973
-30% -$278K 0.05% 131
2025
Q2 		$900K Buy
9,803
+3,094
+46% +$278K 0.07% 122
2025
Q1 		$617K Buy
6,709
+28
+0.4% +$2.42K 0.05% 136
2024
Q4 		$550K Buy
6,681
+156
+2% +$13.7K 0.05% 137
2024
Q3 		$588K Buy
6,525
+26
+0.4% +$2.22K 0.05% 134
2024
Q2 		$504K Buy
6,499
+28
+0.4% +$2.12K 0.05% 133
2024
Q1 		$464K Buy
6,471
+193
+3% +$13.3K 0.04% 133
2023
Q4 		$440K Buy
6,278
+30
+0.5% +$2.06K 0.04% 129
2023
Q3 		$404K Sell
6,248
-337
-5% -$23.4K 0.05% 131
2023
Q2 		$463K Buy
6,585
+274
+4% +$19.6K 0.05% 129
2023
Q1 		$439K Sell
6,311
-269
-4% -$18.1K 0.05% 131
2022
Q4 		$470K Sell
6,580
-2,870
-30% -$192K 0.06% 126
2022
Q3 		$643K Buy
9,450
+2,625
+38% +$199K 0.08% 111
2022
Q2 		$487K Sell
6,825
-1,399
-17% -$103K 0.06% 120
2022
Q1 		$596K Buy
8,224
+1,953
+31% +$132K 0.06% 117
2021
Q4 		$430K Buy
+6,271
New +$400K 0.04% 120
2018
Q4 		– Sell
-11,995
Closed -$552K – 153
2018
Q3 		$552K Hold
11,995
– – 0.09% 115
2018
Q2 		$555K Sell
11,995
-2,675
-18% -$120K 0.09% 118
2018
Q1 		$655K Buy
14,670
+230
+2% +$10.2K 0.11% 119
2017
Q4 		$694K Sell
14,440
-150
-1% -$7.64K 0.12% 115
2017
Q3 		$717K Buy
+14,590
New +$707K 0.13% 113
2016
Q4 		– Sell
-4,615
Closed -$237K – 112
2016
Q3 		$237K Hold
4,615
– – 0.06% 102
2016
Q2 		$248K Hold
4,615
– – 0.07% 101
2016
Q1 		$239K Buy
+4,615
New +$225K 0.07% 103
2013
Q3 		– Sell
-5,185
Closed -$229K – 116
2013
Q2 		$229K Buy
+5,185
New +$238K 0.08% 105

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

Novare Capital Management's SO Position: Q2 2026 in Review

Novare Capital Management reduced its Southern Company (SO) stake by 5.8% in Q2 2026, selling an estimated $37.7K and leaving 6,484 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #133.

Novare Capital Management first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $900K in Q2 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Novare Capital Management held 6,484 shares of Southern Company worth $621K as of Q2 2026.
  • Novare Capital Management sold 400 Southern Company shares in Q2 2026, an estimated $37.7K.
  • Southern Company made up 0.04% of Novare Capital Management's portfolio in Q2 2026, its #133 holding.
  • Novare Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
  • Novare Capital Management's Southern Company position peaked at $900K in Q2 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.