N.F.U. Mutual Unit Managers Ltd’s Southern Company SO Stock Holding History

N.F.U. Mutual Unit Managers Ltd’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 Q3	$690K	Buy	+8,317	New	+$758K	0.12%	158

Other funds holding SO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

N.F.U. Mutual Unit Managers Ltd's SO Position: Q3 2026 in Review

N.F.U. Mutual Unit Managers Ltd opened a new position in Southern Company (SO) in Q3 2026: 8,317 shares worth $690K. The stake represents 0.12% of the portfolio and ranks #158 among its holdings.

1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

N.F.U. Mutual Unit Managers Ltd held 8,317 shares of Southern Company worth $690K as of Q3 2026.
Southern Company was a new N.F.U. Mutual Unit Managers Ltd position in Q3 2026.
Southern Company made up 0.12% of N.F.U. Mutual Unit Managers Ltd's portfolio in Q3 2026, its #158 holding.
1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on N.F.U. Mutual Unit Managers Ltd's 13F filing for Q3 2026, filed 12 Nov 2026.