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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dakota Wealth Management's SO Position: Q1 2026 in Review

Dakota Wealth Management increased its Southern Company (SO) stake by 16% in Q1 2026, buying an estimated $111K and bringing the position to 8,506 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #440.

Dakota Wealth Management first reported a position in SO in Q2 2018 and has held it in 20 quarters since. The position peaked at $15.6M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Dakota Wealth Management held 8,506 shares of Southern Company worth $821K as of Q1 2026.
  • Dakota Wealth Management bought 1,201 Southern Company shares in Q1 2026, an estimated $111K.
  • Southern Company made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Dakota Wealth Management first reported a position in Southern Company in Q2 2018 and has held it in 20 quarters since.
  • Dakota Wealth Management's Southern Company position peaked at $15.6M in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.