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Doliver Advisors’s Southern Company SO Stock Holding History

Doliver Advisors’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
Q3 		$421K Sell
5,083
-15
-0.3% -$1.37K 0.09% 133
2026
Q2 		$488K Sell
5,098
-80
-2% -$7.53K 0.11% 127
2026
Q1 		$500K Sell
5,178
-225
-4% -$20.8K 0.11% 115
2025
Q4 		$471K Sell
5,403
-75
-1% -$6.85K 0.12% 118
2025
Q3 		$519K Hold
5,478
– – 0.13% 113
2025
Q2 		$503K Sell
5,478
-100
-2% -$8.98K 0.14% 106
2025
Q1 		$513K Sell
5,578
-150
-3% -$13K 0.14% 100
2024
Q4 		$472K Buy
5,728
+80
+1% +$7.02K 0.13% 100
2024
Q3 		$509K Sell
5,648
-125
-2% -$10.7K 0.14% 93
2024
Q2 		$448K Buy
5,773
+75
+1% +$5.68K 0.13% 97
2024
Q1 		$409K Sell
5,698
-220
-4% -$15.2K 0.12% 108
2023
Q4 		$415K Sell
5,918
-150
-2% -$10.3K 0.13% 103
2023
Q3 		$393K Buy
6,068
+100
+2% +$6.94K 0.12% 104
2023
Q2 		$419K Sell
5,968
-32
-0.5% -$2.29K 0.13% 110
2023
Q1 		$417K Buy
6,000
+2,000
+50% +$135K 0.13% 100
2022
Q4 		$286K Buy
+4,000
New +$267K 0.09% 124
2022
Q3 		– Sell
-5,503
Closed -$392K – 164
2022
Q2 		$392K Buy
5,503
+378
+7% +$27.8K 0.14% 102
2022
Q1 		$372K Buy
5,125
+406
+9% +$27.5K 0.12% 115
2021
Q4 		$324K Sell
4,719
-742
-14% -$47.3K 0.1% 122
2021
Q3 		$338K Sell
5,461
-144
-3% -$9.27K 0.11% 128
2021
Q2 		$339K Buy
5,605
+589
+12% +$37.7K 0.11% 110
2021
Q1 		$312K Buy
5,016
+353
+8% +$21.1K 0.12% 102
2020
Q4 		$286K Buy
4,663
+844
+22% +$50.7K 0.13% 106
2020
Q3 		$207K Buy
+3,819
New +$204K 0.11% 133
2018
Q3 		– Sell
-4,920
Closed -$227K – 294
2018
Q2 		$227K Buy
4,920
+315
+7% +$14.1K 0.1% 186
2018
Q1 		$206K Buy
+4,605
New +$204K 0.09% 231

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Doliver Advisors's SO Position: Q3 2026 in Review

Doliver Advisors reduced its Southern Company (SO) stake by 0.29% in Q3 2026, selling an estimated $1.37K and leaving 5,083 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #133.

Doliver Advisors first reported a position in SO in Q1 2018 and has held it in 26 quarters since. The position peaked at $519K in Q3 2025. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Doliver Advisors held 5,083 shares of Southern Company worth $421K as of Q3 2026.
  • Doliver Advisors sold 15 Southern Company shares in Q3 2026, an estimated $1.37K.
  • Southern Company made up 0.09% of Doliver Advisors's portfolio in Q3 2026, its #133 holding.
  • Doliver Advisors first reported a position in Southern Company in Q1 2018 and has held it in 26 quarters since.
  • Doliver Advisors's Southern Company position peaked at $519K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.