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DB&C Advisors’s Southern Company SO Stock Holding History

DB&C Advisors’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 		$672K Buy
7,025
+23
+0.3% +$2.17K 0.73% 36
2026
Q1 		$676K Buy
7,002
+22
+0.3% +$2.04K 0.88% 35
2025
Q4 		$609K Buy
+6,980
New +$637K 0.76% 37

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

DB&C Advisors's SO Position: Q2 2026 in Review

DB&C Advisors increased its Southern Company (SO) stake by 0.33% in Q2 2026, buying an estimated $2.17K and bringing the position to 7,025 shares worth $672K. The position accounts for 0.73% of the portfolio, ranked #36.

DB&C Advisors first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $676K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • DB&C Advisors held 7,025 shares of Southern Company worth $672K as of Q2 2026.
  • DB&C Advisors bought 23 Southern Company shares in Q2 2026, an estimated $2.17K.
  • Southern Company made up 0.73% of DB&C Advisors's portfolio in Q2 2026, its #36 holding.
  • DB&C Advisors first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • DB&C Advisors's Southern Company position peaked at $676K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.