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Dickmeyer Boyce Financial Management’s Southern Company SO Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$636K Sell
7,673
-72
-0.9% -$6.56K 0.33% 74
2026
Q2 		$741K Buy
7,745
+5
+0.1% +$471 0.38% 66
2026
Q1 		$747K Buy
+7,740
New +$716K 0.44% 63

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SO Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Southern Company (SO) stake by 0.93% in Q3 2026, selling an estimated $6.56K and leaving 7,673 shares worth $636K. The position accounts for 0.33% of the portfolio, ranked #74.

Dickmeyer Boyce Financial Management first reported a position in SO in Q1 2026 and has held it in 3 quarters since. The position peaked at $747K in Q1 2026. 77 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 7,673 shares of Southern Company worth $636K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 72 Southern Company shares in Q3 2026, an estimated $6.56K.
  • Southern Company made up 0.33% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #74 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Southern Company in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Southern Company position peaked at $747K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.