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Duncan Williams Asset Management’s Southern Company SO Stock Holding History

Duncan Williams Asset 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
Q1 		– Sell
-2,969
Closed -$268K – 171
2025
Q4 		$268K Buy
2,969
+12
+0.4% +$1.1K 0.07% 144
2025
Q3 		$280K Buy
2,957
+21
+0.7% +$1.96K 0.08% 138
2025
Q2 		$270K Buy
2,936
+12
+0.4% +$1.08K 0.09% 129
2025
Q1 		$269K Buy
2,924
+46
+2% +$3.98K 0.1% 123
2024
Q4 		$237K Buy
2,878
+11
+0.4% +$965 0.09% 131
2024
Q3 		$259K Buy
+2,867
New +$245K 0.14% 108

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Duncan Williams Asset Management's SO Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,969 shares — an estimated $268K sold.

Duncan Williams Asset Management first reported a position in SO in Q3 2024 and held it in 6 quarters. The position peaked at $280K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 2,969 Southern Company shares in Q1 2026, an estimated $268K.
  • Duncan Williams Asset Management first reported a position in Southern Company in Q3 2024 and held it in 6 quarters.
  • Duncan Williams Asset Management's Southern Company position peaked at $280K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.