PW Nova Financial Services
SO icon

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
Q3 		$246K Sell
2,968
-33
-1% -$3.01K 0.05% 178
2026
Q2 		$287K Buy
3,001
+9
+0.3% +$847 0.06% 171
2026
Q1 		$289K Buy
+2,992
New +$277K 0.07% 162

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

PW Nova Financial Services's SO Position: Q3 2026 in Review

PW Nova Financial Services reduced its Southern Company (SO) stake by 1.1% in Q3 2026, selling an estimated $3.01K and leaving 2,968 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #178.

PW Nova Financial Services first reported a position in SO in Q1 2026 and has held it in 3 quarters since. The position peaked at $289K in Q1 2026. 900 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • PW Nova Financial Services held 2,968 shares of Southern Company worth $246K as of Q3 2026.
  • PW Nova Financial Services sold 33 Southern Company shares in Q3 2026, an estimated $3.01K.
  • Southern Company made up 0.05% of PW Nova Financial Services's portfolio in Q3 2026, its #178 holding.
  • PW Nova Financial Services first reported a position in Southern Company in Q1 2026 and has held it in 3 quarters since.
  • PW Nova Financial Services's Southern Company position peaked at $289K in Q1 2026.
  • 900 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.