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Diversified Management’s Southern Company SO Stock Holding History

Diversified 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 		$592K Buy
+7,144
New +$651K 0.1% 150
2026
Q2 		– Sell
-7,277
Closed -$702K – 255
2026
Q1 		$702K Buy
+7,277
New +$673K 0.12% 159

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
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 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

Diversified Management's SO Position: Q3 2026 in Review

Diversified Management opened a new position in Southern Company (SO) in Q3 2026: 7,144 shares worth $592K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings. This is a return to the name: Diversified Management previously reported a position in SO as recently as Q1 2026.

Diversified Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $702K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Diversified Management held 7,144 shares of Southern Company worth $592K as of Q3 2026.
  • Southern Company was a new Diversified Management position in Q3 2026.
  • Southern Company made up 0.1% of Diversified Management's portfolio in Q3 2026, its #150 holding.
  • Diversified Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Southern Company position peaked at $702K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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