Dumont & Blake Investment Advisors’s Southern Company SO Stock Holding History

Dumont & Blake Investment 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	$260K	Buy	+2,721	New	+$256K	0.06%	171

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dumont & Blake Investment Advisors's SO Position: Q2 2026 in Review

Dumont & Blake Investment Advisors opened a new position in Southern Company (SO) in Q2 2026: 2,721 shares worth $260K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings.

2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Dumont & Blake Investment Advisors held 2,721 shares of Southern Company worth $260K as of Q2 2026.
Southern Company was a new Dumont & Blake Investment Advisors position in Q2 2026.
Southern Company made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #171 holding.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.