NXG Investment Management’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.26M Buy
2025
Q2
$3.03M Hold
2025
Q1
$3.03M Hold
2024
Q4
$2.72M Sell
2024
Q3
$4.06M Buy
2017
Q1
Sell
2016
Q4
$2.95M Hold
2016
Q3
$3.08M Buy
2015
Q3
Sell
2015
Q2
$2.54M Hold
2015
Q1
$2.68M Hold
2014
Q4
$2.97M Hold
2014
Q3
$2.64M Hold
2014
Q2
$2.75M Hold
2014
Q1
$2.66M Hold
2013
Q4
$2.49M Hold
2013
Q3
$2.49M Buy
2013
Q2
$1.79M Buy