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Daviman Financial’s Southern Company SO Stock Holding History

Daviman 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 		$708K Sell
7,397
-49
-0.7% -$4.61K 0.39% 44
2026
Q1 		$719K Buy
7,446
+58
+0.8% +$5.37K 0.43% 39
2025
Q4 		$644K Buy
+7,388
New +$674K 0.38% 42

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

Daviman Financial's SO Position: Q2 2026 in Review

Daviman Financial reduced its Southern Company (SO) stake by 0.66% in Q2 2026, selling an estimated $4.61K and leaving 7,397 shares worth $708K. The position accounts for 0.39% of the portfolio, ranked #44.

Daviman Financial first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $719K in Q1 2026. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Daviman Financial held 7,397 shares of Southern Company worth $708K as of Q2 2026.
  • Daviman Financial sold 49 Southern Company shares in Q2 2026, an estimated $4.61K.
  • Southern Company made up 0.39% of Daviman Financial's portfolio in Q2 2026, its #44 holding.
  • Daviman Financial first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Daviman Financial's Southern Company position peaked at $719K in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.