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Diligent Investors’s Southern Company SO Stock Holding History

Diligent Investors’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 		$554K Buy
5,790
+4
+0.1% +$377 0.12% 203
2026
Q1 		$558K Sell
5,786
-147
-2% -$13.6K 0.14% 190
2025
Q4 		$517K Buy
5,933
+4
+0.1% +$365 0.13% 191
2025
Q3 		$562K Buy
5,929
+70
+1% +$6.54K 0.14% 179
2025
Q2 		$538K Buy
5,859
+4
+0.1% +$359 0.13% 187
2025
Q1 		$538K Sell
5,855
-97
-2% -$8.4K 0.13% 195
2024
Q4 		$490K Buy
5,952
+4
+0.1% +$351 0.11% 212
2024
Q3 		$536K Buy
5,948
+104
+2% +$8.88K 0.12% 192
2024
Q2 		$453K Sell
5,844
-96
-2% -$7.28K 0.11% 203
2024
Q1 		$426K Buy
5,940
+4
+0.1% +$276 0.11% 211
2023
Q4 		$416K Sell
5,936
-196
-3% -$13.5K 0.11% 201
2023
Q3 		$397K Buy
6,132
+5
+0.1% +$347 0.12% 182
2023
Q2 		$430K Buy
6,127
+4
+0.1% +$287 0.13% 171
2023
Q1 		$426K Buy
6,123
+380
+7% +$25.6K 0.13% 166
2022
Q4 		$410K Buy
+5,743
New +$384K 0.13% 171

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diligent Investors's SO Position: Q2 2026 in Review

Diligent Investors increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $377 and bringing the position to 5,790 shares worth $554K. The position accounts for 0.12% of the portfolio, ranked #203.

Diligent Investors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $562K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Diligent Investors held 5,790 shares of Southern Company worth $554K as of Q2 2026.
  • Diligent Investors bought 4 Southern Company shares in Q2 2026, an estimated $377.
  • Southern Company made up 0.12% of Diligent Investors's portfolio in Q2 2026, its #203 holding.
  • Diligent Investors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Diligent Investors's Southern Company position peaked at $562K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.