DF
SO icon

Dunhill Financial’s Southern Company SO Stock Holding History

Dunhill Financial’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 		$74.8K Buy
774
+6
+0.8% +$555 0.02% 247
2025
Q4 		$67K Buy
768
+13
+2% +$1.19K 0.02% 237
2025
Q3 		$71.6K Buy
755
+305
+68% +$28.5K 0.02% 218
2025
Q2 		$41.4K Buy
450
+2
+0.4% +$180 0.01% 259
2025
Q1 		$41.2K Sell
448
-868
-66% -$75.1K 0.02% 207
2024
Q4 		$108K Buy
1,316
+479
+57% +$42K 0.05% 117
2024
Q3 		$75.5K Buy
837
+112
+15% +$9.57K 0.04% 137
2024
Q2 		$56.2K Buy
725
+445
+159% +$33.7K 0.03% 136
2024
Q1 		$20.1K Buy
280
+13
+5% +$897 0.01% 175
2023
Q4 		$18.7K Buy
+267
New +$18.3K 0.02% 164

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

Dunhill Financial's SO Position: Q1 2026 in Review

Dunhill Financial increased its Southern Company (SO) stake by 0.78% in Q1 2026, buying an estimated $555 and bringing the position to 774 shares worth $74.8K. The position accounts for 0.02% of the portfolio, ranked #247.

Dunhill Financial first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $108K in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Dunhill Financial held 774 shares of Southern Company worth $74.8K as of Q1 2026.
  • Dunhill Financial bought 6 Southern Company shares in Q1 2026, an estimated $555.
  • Southern Company made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #247 holding.
  • Dunhill Financial first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Southern Company position peaked at $108K in Q4 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.