NL
SO icon

NWAM LLC’s Southern Company SO Stock Holding History

NWAM LLC’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 		$1.06M Sell
10,994
-30
-0.3% -$2.77K 0.06% 287
2025
Q4 		$971K Sell
11,024
-92
-0.8% -$8.4K 0.05% 279
2025
Q3 		$1.08M Sell
11,116
-459
-4% -$42.9K 0.06% 265
2025
Q2 		$1.09M Buy
11,575
+611
+6% +$54.9K 0.06% 253
2025
Q1 		$1.01M Sell
10,964
-484
-4% -$41.9K 0.09% 206
2024
Q4 		$942K Sell
11,448
-1
-0% -$88 0.06% 268
2024
Q3 		$1.03M Buy
+11,449
New +$978K 0.06% 265
2024
Q2 		– Sell
-11,605
Closed -$890K – 467
2024
Q1 		$890K Buy
11,605
+937
+9% +$64.7K 0.07% 245
2023
Q4 		$748K Buy
10,668
+494
+5% +$33.9K 0.06% 273
2023
Q3 		$658K Sell
10,174
-215
-2% -$14.9K 0.07% 255
2023
Q2 		$730K Sell
10,389
-794
-7% -$56.9K 0.06% 265
2023
Q1 		$778K Sell
11,183
-203
-2% -$13.7K 0.08% 209
2022
Q4 		$813K Buy
11,386
+534
+5% +$35.7K 0.07% 234
2022
Q3 		$738K Sell
10,852
-358
-3% -$27.1K 0.07% 239
2022
Q2 		$794K Buy
11,210
+688
+7% +$50.5K 0.07% 233
2022
Q1 		$763K Buy
10,522
+1,838
+21% +$124K 0.06% 260
2021
Q4 		$596K Sell
8,684
-653
-7% -$41.6K 0.05% 298
2021
Q3 		$579K Sell
9,337
-780
-8% -$50.2K 0.05% 292
2021
Q2 		$612K Buy
10,117
+678
+7% +$43.4K 0.06% 271
2021
Q1 		$587K Sell
9,439
-144
-2% -$8.62K 0.06% 280
2020
Q4 		$589K Buy
+9,583
New +$576K 0.07% 244
2020
Q3 		– Sell
-9,370
Closed -$486K – 401
2020
Q2 		$486K Buy
9,370
+76
+0.8% +$4.22K 0.07% 244
2020
Q1 		$503 Sell
9,294
-364
-4% -$23.1K 0.01% 226
2019
Q4 		$615K Sell
9,658
-193
-2% -$12K 0.11% 192
2019
Q3 		$608K Buy
9,851
+13
+0.1% +$754 0.11% 173
2019
Q2 		$544K Buy
9,838
+1
+0% +$54 0.11% 185
2019
Q1 		$508K Buy
9,837
+290
+3% +$14.2K 0.11% 180
2018
Q4 		$419K Sell
9,547
-335
-3% -$15.2K 0.11% 182
2018
Q3 		$431K Buy
9,882
+34
+0.3% +$1.57K 0.1% 210
2018
Q2 		$456K Sell
9,848
-31
-0.3% -$1.39K 0.11% 196
2018
Q1 		$441K Buy
9,879
+1,373
+16% +$61K 0.11% 193
2017
Q4 		$409K Buy
8,506
+120
+1% +$6.11K 0.1% 198
2017
Q3 		$412K Buy
8,386
+1,414
+20% +$68.5K 0.11% 189
2017
Q2 		$334K Sell
6,972
-954
-12% -$47.8K 0.06% 203
2017
Q1 		$395K Buy
7,926
+1,325
+20% +$65.5K 0.12% 173
2016
Q4 		$325K Sell
6,601
-906
-12% -$44.5K 0.11% 194
2016
Q3 		$385K Buy
7,507
+1,761
+31% +$92.7K 0.03% 164
2016
Q2 		$308K Sell
5,746
-286
-5% -$14.4K 0.12% 169
2016
Q1 		$312K Sell
6,032
-903
-13% -$44K 0.12% 162
2015
Q4 		$324K Sell
6,935
-65
-0.9% -$2.95K 0.13% 156
2015
Q3 		$298K Buy
7,000
+1,000
+17% +$43.9K 0.25% 93
2015
Q2 		$259K Buy
6,000
+10
+0.2% +$436 0.11% 186
2015
Q1 		$265K Buy
+5,990
New +$285K 0.11% 182
2014
Q4 		– Sell
-12,182
Closed -$532K – 283
2014
Q3 		$532K Buy
12,182
+4,822
+66% +$212K 0.19% 124
2014
Q2 		$334K Buy
+7,360
New +$325K 0.1% 193

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

NWAM LLC's SO Position: Q1 2026 in Review

NWAM LLC reduced its Southern Company (SO) stake by 0.27% in Q1 2026, selling an estimated $2.77K and leaving 10,994 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #287.

NWAM LLC first reported a position in SO in Q2 2014 and has held it in 45 quarters since. The position peaked at $1.09M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • NWAM LLC held 10,994 shares of Southern Company worth $1.06M as of Q1 2026.
  • NWAM LLC sold 30 Southern Company shares in Q1 2026, an estimated $2.77K.
  • Southern Company made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #287 holding.
  • NWAM LLC first reported a position in Southern Company in Q2 2014 and has held it in 45 quarters since.
  • NWAM LLC's Southern Company position peaked at $1.09M in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.