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Black Diamond Financial’s Southern Company SO Stock Holding History

Black Diamond Financial’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 		$207K Sell
2,159
-131
-6% -$12.3K 0.02% 193
2026
Q1 		$221K Buy
+2,290
New +$212K 0.02% 169
2025
Q4 		– Sell
-2,326
Closed -$220K – 181
2025
Q3 		$220K Buy
+2,326
New +$217K 0.02% 149
2022
Q3 		– Sell
-4,511
Closed -$322K – 113
2022
Q2 		$322K Hold
4,511
– – 0.13% 79
2022
Q1 		$327K Buy
+4,511
New +$306K 0.1% 87

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

Black Diamond Financial's SO Position: Q2 2026 in Review

Black Diamond Financial reduced its Southern Company (SO) stake by 5.7% in Q2 2026, selling an estimated $12.3K and leaving 2,159 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #193.

Black Diamond Financial first reported a position in SO in Q1 2022 and has held it in 5 quarters since. The position peaked at $327K in Q1 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Black Diamond Financial held 2,159 shares of Southern Company worth $207K as of Q2 2026.
  • Black Diamond Financial sold 131 Southern Company shares in Q2 2026, an estimated $12.3K.
  • Southern Company made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #193 holding.
  • Black Diamond Financial first reported a position in Southern Company in Q1 2022 and has held it in 5 quarters since.
  • Black Diamond Financial's Southern Company position peaked at $327K in Q1 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.