Diversify Advisory Services’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.37M Buy
+14,219
New +$1.34M 0.02% 530
2026
Q1
Sell
-14,332
Closed -$1.27M 754
2025
Q4
$1.27M Buy
14,332
+690
+5% +$63K 0.04% 333
2025
Q3
$1.27M Sell
13,642
-19
-0.1% -$1.77K 0.04% 308
2025
Q2
$1.28M Buy
13,661
+1,800
+15% +$162K 0.05% 275
2025
Q1
$1.08M Buy
11,861
+2,089
+21% +$181K 0.07% 202
2024
Q4
$795K Sell
9,772
-1,450
-13% -$127K 0.04% 266
2024
Q3
$1.04M Buy
11,222
+3,237
+41% +$277K 0.06% 249
2024
Q2
$624K Buy
7,985
+496
+7% +$37.6K 0.03% 337
2024
Q1
$532K Buy
+7,489
New +$517K 0.03% 408

Other funds holding SO

Diversify Advisory Services's SO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Southern Company (SO) in Q2 2026: 14,219 shares worth $1.37M. The stake represents 0.02% of the portfolio and ranks #530 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SO as recently as Q4 2025.

Diversify Advisory Services first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Diversify Advisory Services held 14,219 shares of Southern Company worth $1.37M as of Q2 2026.
  • Southern Company was a new Diversify Advisory Services position in Q2 2026.
  • Southern Company made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #530 holding.
  • Diversify Advisory Services first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.