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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
Q2 		$3.73K Hold
39
– – ﹤0.01% 485
2026
Q1 		$3.77K 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

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

DiNuzzo Private Wealth's SO Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Southern Company (SO) position steady in Q2 2026 at 39 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

DiNuzzo Private Wealth first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $103K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • DiNuzzo Private Wealth held 39 shares of Southern Company worth $3.73K as of Q2 2026.
  • DiNuzzo Private Wealth left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #485 holding.
  • DiNuzzo Private Wealth first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Southern Company position peaked at $103K in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.