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Dockside LLC’s Southern Company SO Stock Holding History

Dockside LLC’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 		$2.84M Buy
+29,642
New +$2.79M 0.66% 51
2026
Q1 		– Sell
-7,058
Closed -$653K – 311
2025
Q4 		$615K Buy
+7,058
New +$644K 0.16% 154

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

Dockside LLC's SO Position: Q2 2026 in Review

Dockside LLC opened a new position in Southern Company (SO) in Q2 2026: 29,642 shares worth $2.84M. The stake represents 0.66% of the portfolio and ranks #51 among its holdings. This is a return to the name: Dockside LLC previously reported a position in SO as recently as Q4 2025.

Dockside LLC first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dockside LLC held 29,642 shares of Southern Company worth $2.84M as of Q2 2026.
  • Southern Company was a new Dockside LLC position in Q2 2026.
  • Southern Company made up 0.66% of Dockside LLC's portfolio in Q2 2026, its #51 holding.
  • Dockside LLC first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.