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Daymark Wealth Partners’s Southern Company SO Stock Holding History

Daymark Wealth Partners’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 		$3.76M Sell
39,337
-1,514
-4% -$143K 0.09% 168
2026
Q1 		$3.94M Sell
40,851
-1,524
-4% -$141K 0.12% 141
2025
Q4 		$3.7M Buy
42,375
+1,053
+3% +$96.1K 0.12% 136
2025
Q3 		$3.92M Buy
41,322
+4,817
+13% +$450K 0.13% 134
2025
Q2 		$3.35M Buy
36,505
+182
+0.5% +$16.3K 0.13% 139
2025
Q1 		$3.34M Sell
36,323
-969
-3% -$83.9K 0.14% 120
2024
Q4 		$3.07M Buy
37,292
+356
+1% +$31.2K 0.13% 128
2024
Q3 		$3.33M Buy
36,936
+2,394
+7% +$204K 0.14% 125
2024
Q2 		$2.68M Buy
34,542
+2,901
+9% +$220K 0.12% 136
2024
Q1 		$2.27M Sell
31,641
-761
-2% -$52.5K 0.12% 123
2023
Q4 		$2.27M Buy
32,402
+297
+0.9% +$20.4K 0.14% 119
2023
Q3 		$2.08M Buy
32,105
+6,028
+23% +$418K 0.14% 121
2023
Q2 		$1.83M Buy
26,077
+21,200
+435% +$1.52M 0.14% 122
2023
Q1 		$339K Buy
4,877
+874
+22% +$58.8K 0.05% 225
2022
Q4 		$286K Buy
+4,003
New +$268K 0.05% 187

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

Daymark Wealth Partners's SO Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Southern Company (SO) stake by 3.7% in Q2 2026, selling an estimated $143K and leaving 39,337 shares worth $3.76M. The position accounts for 0.09% of the portfolio, ranked #168.

Daymark Wealth Partners first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.94M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Daymark Wealth Partners held 39,337 shares of Southern Company worth $3.76M as of Q2 2026.
  • Daymark Wealth Partners sold 1,514 Southern Company shares in Q2 2026, an estimated $143K.
  • Southern Company made up 0.09% of Daymark Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Daymark Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Southern Company position peaked at $3.94M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.