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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 		– Sell
-6,658
Closed -$643K – 318
2026
Q1 		$643K Buy
+6,658
New +$616K 0.16% 146

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 1,345 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.
  • 1,345 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.