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Sittner & Nelson’s Southern Company SO Stock Holding History

Sittner & Nelson’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 		$297K Buy
3,099
+13
+0.4% +$1.22K 0.09% 141
2026
Q1 		$298K Hold
3,086
– – 0.11% 130
2025
Q4 		$278K Sell
3,086
-175
-5% -$16K 0.1% 135
2025
Q3 		$309K Hold
3,261
– – 0.11% 117
2025
Q2 		$299K Hold
3,261
– – 0.12% 117
2025
Q1 		$300K Buy
3,261
+15
+0.5% +$1.3K 0.13% 108
2024
Q4 		$267K Hold
3,246
– – 0.12% 109
2024
Q3 		$293K Hold
3,246
– – 0.13% 104
2024
Q2 		$252K Sell
3,246
-1,000
-24% -$75.8K 0.12% 99
2024
Q1 		$305K Hold
4,246
– – 0.15% 93
2023
Q4 		$298K Hold
4,246
– – 0.16% 91
2023
Q3 		$275K Hold
4,246
– – 0.16% 89
2023
Q2 		$298K Sell
4,246
-2,271
-35% -$163K 0.16% 88
2023
Q1 		$453K Buy
6,517
+3
+0% +$202 0.26% 66
2022
Q4 		$465K Buy
6,514
+503
+8% +$33.6K 0.28% 62
2022
Q3 		$409K Sell
6,011
-3,482
-37% -$264K 0.27% 62
2022
Q2 		$677K Buy
9,493
+3,986
+72% +$293K 0.44% 47
2022
Q1 		$399K Buy
5,507
+250
+5% +$16.9K 0.23% 70
2021
Q4 		$361K Buy
5,257
+1,011
+24% +$64.5K 0.21% 76
2021
Q3 		$263K Buy
4,246
+1,000
+31% +$64.4K 0.17% 83
2021
Q2 		$196K Hold
3,246
– – 0.14% 90
2021
Q1 		$202K Buy
3,246
+1,000
+45% +$59.9K 0.15% 88
2020
Q4 		$138K Buy
+2,246
New +$135K 0.12% 98

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

Sittner & Nelson's SO Position: Q2 2026 in Review

Sittner & Nelson increased its Southern Company (SO) stake by 0.42% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,099 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #141.

Sittner & Nelson first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $677K in Q2 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sittner & Nelson held 3,099 shares of Southern Company worth $297K as of Q2 2026.
  • Sittner & Nelson bought 13 Southern Company shares in Q2 2026, an estimated $1.22K.
  • Southern Company made up 0.09% of Sittner & Nelson's portfolio in Q2 2026, its #141 holding.
  • Sittner & Nelson first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Sittner & Nelson's Southern Company position peaked at $677K in Q2 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.