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
Q2 		$95.1K Buy
993
+219
+28% +$20.6K 0.02% 230
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 $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

Dunhill Financial's SO Position: Q2 2026 in Review

Dunhill Financial increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $20.6K and bringing the position to 993 shares worth $95.1K. The position accounts for 0.02% of the portfolio, ranked #230.

Dunhill Financial first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q4 2024. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dunhill Financial held 993 shares of Southern Company worth $95.1K as of Q2 2026.
  • Dunhill Financial bought 219 Southern Company shares in Q2 2026, an estimated $20.6K.
  • Southern Company made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #230 holding.
  • Dunhill Financial first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Southern Company position peaked at $108K in Q4 2024.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.