DGS Capital Management’s Southern Company SO Stock Holding History

DGS Capital 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	–	Sell	-2,309	Closed	-$201K	–	696
2025 Q4	$201K	Buy	+2,309	New	+$211K	0.03%	477

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DGS Capital Management's SO Position: Q1 2026 in Review

DGS Capital Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,309 shares — an estimated $201K sold.

DGS Capital Management first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

DGS Capital Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
DGS Capital Management sold 2,309 Southern Company shares in Q1 2026, an estimated $201K.
DGS Capital Management first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
DGS Capital Management's Southern Company position peaked at $201K in Q4 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.