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Dogwood Wealth Management’s Southern Company SO Stock Holding History

Dogwood Wealth 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 		$36.6K Sell
382
-3,669
-91% -$345K 0.01% 186
2026
Q1 		$391K Sell
4,051
-1,535
-27% -$142K 0.17% 56
2025
Q4 		$487K Sell
5,586
-1,989
-26% -$182K 0.21% 72
2025
Q3 		$718K Sell
7,575
-24
-0.3% -$2.24K 0.33% 62
2025
Q2 		$693K Sell
7,599
-451
-6% -$40.5K 0.34% 64
2025
Q1 		$740K Buy
8,050
+505
+7% +$43.7K 0.39% 52
2024
Q4 		$621K Buy
7,545
+2,155
+40% +$189K 0.33% 57
2024
Q3 		$486K Buy
5,390
+114
+2% +$9.74K 0.28% 72
2024
Q2 		$409K Buy
5,276
+829
+19% +$62.8K 0.25% 58
2024
Q1 		$319K Buy
4,447
+710
+19% +$49K 0.22% 66
2023
Q4 		$262K Buy
+3,737
New +$257K 0.2% 67

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

Dogwood Wealth Management's SO Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Southern Company (SO) stake by 91% in Q2 2026, selling an estimated $345K and leaving 382 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #186.

Dogwood Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $740K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dogwood Wealth Management held 382 shares of Southern Company worth $36.6K as of Q2 2026.
  • Dogwood Wealth Management sold 3,669 Southern Company shares in Q2 2026, an estimated $345K.
  • Southern Company made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Dogwood Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Southern Company position peaked at $740K in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.