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Dakota Wealth Management’s Southern Company SO Stock Holding History

Dakota Wealth Management’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 		$901K Buy
9,417
+911
+11% +$85.8K 0.02% 452
2026
Q1 		$821K Buy
8,506
+1,201
+16% +$111K 0.02% 440
2025
Q4 		$637K Sell
7,305
-105,154
-94% -$9.6M 0.01% 498
2025
Q3 		$10.7M Sell
112,459
-27,848
-20% -$2.6M 0.21% 88
2025
Q2 		$12.9M Sell
140,307
-74
-0.1% -$6.65K 0.27% 74
2025
Q1 		$12.9M Sell
140,381
-28,428
-17% -$2.46M 0.3% 70
2024
Q4 		$13.9M Sell
168,809
-3,640
-2% -$319K 0.32% 71
2024
Q3 		$15.6M Sell
172,449
-12,181
-7% -$1.04M 0.35% 60
2024
Q2 		$14.3M Buy
184,630
+184
+0.1% +$13.9K 0.34% 56
2024
Q1 		$13.2M Buy
184,446
+180,981
+5,223% +$12.5M 0.33% 71
2023
Q4 		$243K Buy
+3,465
New +$238K 0.01% 562
2021
Q2 		– Sell
-4,951
Closed -$307K – 349
2021
Q1 		$307K Sell
4,951
-70
-1% -$4.19K 0.04% 253
2020
Q4 		$308K Hold
5,021
– – 0.04% 255
2020
Q3 		$272K Sell
5,021
-640
-11% -$34.2K 0.04% 238
2020
Q2 		$294K Sell
5,661
-180
-3% -$10K 0.05% 222
2020
Q1 		$317K Buy
5,841
+2,081
+55% +$132K 0.07% 193
2019
Q4 		$240K Sell
3,760
-130
-3% -$8.06K 0.04% 269
2019
Q3 		$240K Sell
3,890
-80
-2% -$4.64K 0.04% 264
2019
Q2 		$222K Sell
3,970
-100
-2% -$5.35K 0.04% 258
2019
Q1 		$211K Buy
+4,070
New +$199K 0.04% 277
2018
Q3 		– Sell
-4,320
Closed -$200K – 297
2018
Q2 		$200K Buy
+4,320
New +$193K 0.06% 195

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

Dakota Wealth Management's SO Position: Q2 2026 in Review

Dakota Wealth Management increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $85.8K and bringing the position to 9,417 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #452.

Dakota Wealth Management first reported a position in SO in Q2 2018 and has held it in 21 quarters since. The position peaked at $15.6M in Q3 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dakota Wealth Management held 9,417 shares of Southern Company worth $901K as of Q2 2026.
  • Dakota Wealth Management bought 911 Southern Company shares in Q2 2026, an estimated $85.8K.
  • Southern Company made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #452 holding.
  • Dakota Wealth Management first reported a position in Southern Company in Q2 2018 and has held it in 21 quarters since.
  • Dakota Wealth Management's Southern Company position peaked at $15.6M in Q3 2024.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.