DiNuzzo Private Wealth’s Southern Company SO Stock Holding History

DiNuzzo Private Wealth’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	$3.23K	Hold	39	–	–	﹤0.01%	516
2026 Q2	$3.73K	Hold	39	–	–	﹤0.01%	485
2026 Q1	$3.76K	Hold	39	–	–	﹤0.01%	450
2025 Q4	$3.4K	Sell	39 -1	-3%	-$91	﹤0.01%	469
2025 Q3	$3.69K	Hold	40	–	–	﹤0.01%	441
2025 Q2	$3.67K	Sell	40 -1	-2%	-$90	﹤0.01%	434
2025 Q1	$3.77K	Buy	41 +3	+8%	+$260	﹤0.01%	412
2024 Q4	$3.13K	Sell	38 -1,101	-97%	-$96.6K	﹤0.01%	450
2024 Q3	$103K	Buy	1,139 +1	+0.1%	+$85	0.01%	99
2024 Q2	$88.3K	Buy	1,138 +9	+0.8%	+$682	0.01%	79
2024 Q1	$81K	Hold	1,129	–	–	0.01%	75
2023 Q4	$79.2K	Buy	+1,129	New	+$77.5K	0.01%	73

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's SO Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Southern Company (SO) position steady in Q3 2026 at 39 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

DiNuzzo Private Wealth first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $103K in Q3 2024. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

DiNuzzo Private Wealth held 39 shares of Southern Company worth $3.23K as of Q3 2026.
DiNuzzo Private Wealth left its Southern Company share count unchanged in Q3 2026.
Southern Company made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #516 holding.
DiNuzzo Private Wealth first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Southern Company position peaked at $103K in Q3 2024.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.