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DecisionPoint Financial’s Southern Company SO Stock Holding History

DecisionPoint 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 		$6.09K Sell
64
-6
-9% -$565 ﹤0.01% 224
2026
Q1 		$6.76K Sell
70
-12
-15% -$1.11K ﹤0.01% 204
2025
Q4 		$7.15K Buy
82
+72
+720% +$6.57K ﹤0.01% 224
2025
Q3 		$948 Hold
10
– – ﹤0.01% 340
2025
Q2 		$923 Buy
+10
New +$898 ﹤0.01% 324

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

DecisionPoint Financial's SO Position: Q2 2026 in Review

DecisionPoint Financial reduced its Southern Company (SO) stake by 8.6% in Q2 2026, selling an estimated $565 and leaving 64 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

DecisionPoint Financial first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.15K in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • DecisionPoint Financial held 64 shares of Southern Company worth $6.09K as of Q2 2026.
  • DecisionPoint Financial sold 6 Southern Company shares in Q2 2026, an estimated $565.
  • Southern Company made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #224 holding.
  • DecisionPoint Financial first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Southern Company position peaked at $7.15K in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.