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DAGCO Inc’s Southern Company SO Stock Holding History

DAGCO Inc’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 		– Sell
-1,000
Closed -$96.5K – 304
2026
Q1 		$96.5K Hold
1,000
– – 0.02% 147
2025
Q4 		$87.2K Hold
1,000
– – 0.02% 151
2025
Q3 		$94.8K Hold
1,000
– – 0.02% 139
2025
Q2 		$91.8K Hold
1,000
– – 0.03% 138
2025
Q1 		$92K Buy
+1,000
New +$86.6K 0.03% 123
2024
Q4 		– Sell
-1,000
Closed -$90.2K – 185
2024
Q3 		$90.2K Hold
1,000
– – 0.04% 103
2024
Q2 		$77.6K Hold
1,000
– – 0.03% 106
2024
Q1 		$71.7K Buy
+1,000
New +$69K 0.03% 102

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

DAGCO Inc's SO Position: Q2 2026 in Review

DAGCO Inc sold out of Southern Company (SO) in Q2 2026, closing a stake of 1,000 shares — an estimated $96.5K sold.

DAGCO Inc first reported a position in SO in Q1 2024 and held it in 8 quarters. The position peaked at $96.5K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • DAGCO Inc reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 1,000 Southern Company shares in Q2 2026, an estimated $96.5K.
  • DAGCO Inc first reported a position in Southern Company in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's Southern Company position peaked at $96.5K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.