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Nvest Wealth Strategies’s Southern Company SO Stock Holding History

Nvest Wealth Strategies’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 		$1.34K Buy
14
+7
+100% +$659 ﹤0.01% 200
2026
Q1 		$676 Buy
+7
New +$648 ﹤0.01% 253

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's SO Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Southern Company (SO) stake by 100% in Q2 2026, buying an estimated $659 and bringing the position to 14 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Nvest Wealth Strategies first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Nvest Wealth Strategies held 14 shares of Southern Company worth $1.34K as of Q2 2026.
  • Nvest Wealth Strategies bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #200 holding.
  • Nvest Wealth Strategies first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.