DA
SO icon

Dover Advisors’s Southern Company SO Stock Holding History

Dover 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
Q2 		$254K Sell
2,911
-400
-12% -$37.7K 0.1% 141
2026
Q1 		$320K Buy
3,311
+400
+14% +$37K 0.13% 131
2025
Q4 		$254K Hold
2,911
– – 0.1% 150
2025
Q3 		$276K Hold
2,911
– – 0.11% 141
2025
Q2 		$267K Sell
2,911
-240
-8% -$21.6K 0.12% 143
2025
Q1 		$290K Buy
+3,151
New +$273K 0.13% 135

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

Dover Advisors's SO Position: Q2 2026 in Review

Dover Advisors reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $37.7K and leaving 2,911 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #141.

Dover Advisors first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dover Advisors held 2,911 shares of Southern Company worth $254K as of Q2 2026.
  • Dover Advisors sold 400 Southern Company shares in Q2 2026, an estimated $37.7K.
  • Southern Company made up 0.1% of Dover Advisors's portfolio in Q2 2026, its #141 holding.
  • Dover Advisors first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Dover Advisors's Southern Company position peaked at $320K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.