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PW Nova Financial Services’s Southern Company SO Stock Holding History

PW Nova Financial Services’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 		$289K Buy
+2,992
New +$277K 0.07% 162

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

PW Nova Financial Services's SO Position: Q1 2026 in Review

PW Nova Financial Services opened a new position in Southern Company (SO) in Q1 2026: 2,992 shares worth $289K. The stake represents 0.07% of the portfolio and ranks #162 among its holdings.

2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • PW Nova Financial Services held 2,992 shares of Southern Company worth $289K as of Q1 2026.
  • Southern Company was a new PW Nova Financial Services position in Q1 2026.
  • Southern Company made up 0.07% of PW Nova Financial Services's portfolio in Q1 2026, its #162 holding.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.