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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PW Nova Financial Services's SO Position: Q2 2026 in Review

PW Nova Financial Services increased its Southern Company (SO) stake by 0.3% in Q2 2026, buying an estimated $847 and bringing the position to 3,001 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #171.

PW Nova Financial Services first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PW Nova Financial Services held 3,001 shares of Southern Company worth $287K as of Q2 2026.
  • PW Nova Financial Services bought 9 Southern Company shares in Q2 2026, an estimated $847.
  • Southern Company made up 0.06% of PW Nova Financial Services's portfolio in Q2 2026, its #171 holding.
  • PW Nova Financial Services first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • PW Nova Financial Services's Southern Company position peaked at $289K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.