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DMC Group’s Southern Company SO Stock Holding History

DMC Group’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 		$1.31M Sell
13,696
-2,966
-18% -$279K 0.9% 31
2026
Q1 		$1.61M Buy
16,662
+898
+6% +$83.1K 1.09% 20
2025
Q4 		$1.37M Buy
15,764
+531
+3% +$48.5K 0.92% 30
2025
Q3 		$1.44M Buy
15,233
+832
+6% +$77.7K 1% 26
2025
Q2 		$1.32M Sell
14,401
-69
-0.5% -$6.2K 1.03% 26
2025
Q1 		$1.33M Buy
14,470
+96
+0.7% +$8.31K 1.08% 25
2024
Q4 		$1.18M Buy
14,374
+139
+1% +$12.2K 0.96% 30
2024
Q3 		$1.28M Sell
14,235
-454
-3% -$38.8K 1.04% 26
2024
Q2 		$1.14M Sell
14,689
-1,564
-10% -$119K 0.98% 29
2024
Q1 		$1.17M Buy
16,253
+1,624
+11% +$112K 1.01% 31
2023
Q4 		$1.03M Sell
14,629
-2,306
-14% -$158K 0.97% 31
2023
Q3 		$1.1M Buy
16,935
+655
+4% +$45.5K 1.03% 31
2023
Q2 		$1.14M Sell
16,280
-154
-0.9% -$11K 1.14% 21
2023
Q1 		$1.13M Buy
16,434
+921
+6% +$62K 1.14% 21
2022
Q4 		$1.11M Buy
15,513
+78
+0.5% +$5.21K 1.26% 16
2022
Q3 		$1.08M Buy
15,435
+3,049
+25% +$231K 1.3% 16
2022
Q2 		$896K Buy
12,386
+803
+7% +$59K 1.06% 24
2022
Q1 		$879K Sell
11,583
-2,461
-18% -$167K 0.98% 26
2021
Q4 		$955K Buy
+14,044
New +$895K 0.82% 29

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DMC Group's SO Position: Q2 2026 in Review

DMC Group reduced its Southern Company (SO) stake by 18% in Q2 2026, selling an estimated $279K and leaving 13,696 shares worth $1.31M. The position accounts for 0.9% of the portfolio, ranked #31.

DMC Group first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • DMC Group held 13,696 shares of Southern Company worth $1.31M as of Q2 2026.
  • DMC Group sold 2,966 Southern Company shares in Q2 2026, an estimated $279K.
  • Southern Company made up 0.9% of DMC Group's portfolio in Q2 2026, its #31 holding.
  • DMC Group first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • DMC Group's Southern Company position peaked at $1.61M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.