Diversified Enterprises’s Southern Company SO Stock Holding History

Diversified Enterprises’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	$4.59M	Buy	47,958 +3,013	+7%	+$284K	0.22%	46
2026 Q1	$4.34M	Sell	44,945 -93	-0.2%	-$8.6K	0.24%	42
2025 Q4	$3.93M	Buy	45,038 +122	+0.3%	+$11.1K	0.23%	47
2025 Q3	$4.26M	Buy	44,916 +526	+1%	+$49.1K	0.29%	34
2025 Q2	$4.08M	Buy	44,390 +4,602	+12%	+$413K	0.3%	30
2025 Q1	$3.66M	Buy	39,788 +10,602	+36%	+$918K	0.31%	32
2024 Q4	$2.4M	Buy	29,186 +200	+0.7%	+$17.5K	0.23%	41
2024 Q3	$2.61M	Buy	+28,986	New	+$2.48M	0.29%	31

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Diversified Enterprises's SO Position: Q2 2026 in Review

Diversified Enterprises increased its Southern Company (SO) stake by 6.7% in Q2 2026, buying an estimated $284K and bringing the position to 47,958 shares worth $4.59M. The position accounts for 0.22% of the portfolio, ranked #46.

Diversified Enterprises first reported a position in SO in Q3 2024 and has held it in 8 quarters since. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Diversified Enterprises held 47,958 shares of Southern Company worth $4.59M as of Q2 2026.
Diversified Enterprises bought 3,013 Southern Company shares in Q2 2026, an estimated $284K.
Southern Company made up 0.22% of Diversified Enterprises's portfolio in Q2 2026, its #46 holding.
Diversified Enterprises first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.