NVWM LLC’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.8K | Buy |
332
+5
| +2% | +$471 | 0.01% | 250 |
|
|
2026
Q1 | $31.6K | Buy |
327
+5
| +2% | +$463 | 0.01% | 257 |
|
|
2025
Q4 | $28.1K | Hold |
322
| – | – | 0.01% | 265 |
|
|
2025
Q3 | $30.5K | Sell |
322
-5
| -2% | -$467 | 0.01% | 265 |
|
|
2025
Q2 | $30K | Hold |
327
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $30.1K | Buy |
327
+10
| +3% | +$866 | 0.01% | 252 |
|
|
2024
Q4 | $26.1K | Hold |
317
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $28.6K | Hold |
317
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $24.6K | Buy |
317
+5
| +2% | +$379 | 0.01% | 263 |
|
|
2024
Q1 | $22.4K | Sell |
312
-18
| -5% | -$1.24K | 0.01% | 267 |
|
|
2023
Q4 | $23.1K | Sell |
330
-1,000
| -75% | -$68.7K | 0.01% | 266 |
|
|
2023
Q3 | $86.1K | Hold |
1,330
| – | – | 0.03% | 208 |
|
|
2023
Q2 | $93.4K | Sell |
1,330
-63
| -5% | -$4.52K | 0.03% | 215 |
|
|
2023
Q1 | $96.9K | Sell |
1,393
-54
| -4% | -$3.64K | 0.03% | 217 |
|
|
2022
Q4 | $103K | Sell |
1,447
-48
| -3% | -$3.21K | 0.04% | 202 |
|
|
2022
Q3 | $102K | Sell |
1,495
-632
| -30% | -$47.9K | 0.04% | 204 |
|
|
2022
Q2 | $152K | Hold |
2,127
| – | – | 0.06% | 190 |
|
|
2022
Q1 | $154K | Buy |
2,127
+521
| +32% | +$35.3K | 0.05% | 203 |
|
|
2021
Q4 | $110K | Hold |
1,606
| – | – | 0.03% | 217 |
|
|
2021
Q3 | $100K | Sell |
1,606
-7
| -0.4% | -$451 | 0.04% | 217 |
|
|
2021
Q2 | $98K | Hold |
1,613
| – | – | 0.04% | 218 |
|
|
2021
Q1 | $100K | Hold |
1,613
| – | – | 0.04% | 200 |
|
|
2020
Q4 | $99K | Sell |
1,613
-525
| -25% | -$31.6K | 0.04% | 178 |
|
|
2020
Q3 | $115K | Sell |
2,138
-8,230
| -79% | -$440K | 0.05% | 163 |
|
|
2020
Q2 | $538K | Buy |
10,368
+520
| +5% | +$28.9K | 0.29% | 107 |
|
|
2020
Q1 | $533K | Buy |
9,848
+8,223
| +506% | +$521K | 0.37% | 81 |
|
|
2019
Q4 | $104K | Hold |
1,625
| – | – | 0.06% | 156 |
|
|
2019
Q3 | $100K | Hold |
1,625
| – | – | 0.06% | 165 |
|
|
2019
Q2 | $90K | Buy |
1,625
+1,000
| +160% | +$53.5K | 0.05% | 181 |
|
|
2019
Q1 | $32K | Sell |
625
-174
| -22% | -$8.53K | 0.02% | 200 |
|
|
2018
Q4 | $35K | Sell |
799
-1,073
| -57% | -$48.8K | 0.03% | 193 |
|
|
2018
Q3 | $82K | Hold |
1,872
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $87K | Sell |
1,872
-177
| -9% | -$7.92K | 0.06% | 157 |
|
|
2018
Q1 | $91K | Sell |
2,049
-720
| -26% | -$32K | 0.07% | 158 |
|
|
2017
Q4 | $133K | Buy |
+2,769
| New | +$141K | 0.1% | 146 |
|
Other funds holding SO
NVWM LLC's SO Position: Q2 2026 in Review
NVWM LLC increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $471 and bringing the position to 332 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #250.
NVWM LLC first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $538K in Q2 2020. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- NVWM LLC held 332 shares of Southern Company worth $31.8K as of Q2 2026.
- NVWM LLC bought 5 Southern Company shares in Q2 2026, an estimated $471.
- Southern Company made up 0.01% of NVWM LLC's portfolio in Q2 2026, its #250 holding.
- NVWM LLC first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
- NVWM LLC's Southern Company position peaked at $538K in Q2 2020.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.