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Dougherty & Associates’s Southern Company SO Stock Holding History

Dougherty & Associates’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 		$1.27M Buy
13,312
+699
+6% +$65.8K 1.02% 24
2026
Q1 		$1.22M Buy
12,613
+681
+6% +$63K 1.12% 23
2025
Q4 		$1.04M Buy
+11,932
New +$1.09M 0.93% 25

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

Dougherty & Associates's SO Position: Q2 2026 in Review

Dougherty & Associates increased its Southern Company (SO) stake by 5.5% in Q2 2026, buying an estimated $65.8K and bringing the position to 13,312 shares worth $1.27M. The position accounts for 1.02% of the portfolio, ranked #24.

Dougherty & Associates first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dougherty & Associates held 13,312 shares of Southern Company worth $1.27M as of Q2 2026.
  • Dougherty & Associates bought 699 Southern Company shares in Q2 2026, an estimated $65.8K.
  • Southern Company made up 1.02% of Dougherty & Associates's portfolio in Q2 2026, its #24 holding.
  • Dougherty & Associates first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.