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DLK Investment Management’s Southern Company SO Stock Holding History

DLK Investment 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
Q2 		– Sell
-3,375
Closed -$326K – 124
2026
Q1 		$326K Hold
3,375
– – 0.13% 58
2025
Q4 		$294K Hold
3,375
– – 0.11% 65
2025
Q3 		$320K Buy
+3,375
New +$315K 0.12% 62

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLK Investment Management's SO Position: Q2 2026 in Review

DLK Investment Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,375 shares — an estimated $326K sold.

DLK Investment Management first reported a position in SO in Q3 2025 and held it in 3 quarters. The position peaked at $326K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • DLK Investment Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • DLK Investment Management sold 3,375 Southern Company shares in Q2 2026, an estimated $326K.
  • DLK Investment Management first reported a position in Southern Company in Q3 2025 and held it in 3 quarters.
  • DLK Investment Management's Southern Company position peaked at $326K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.