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DV Equities’s Southern Company SO Stock Holding History

DV Equities’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
2025
Q4 		$134K Buy
+1,533
New +$140K 0.02% 180

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

DV Equities's SO Position: Q4 2025 in Review

DV Equities opened a new position in Southern Company (SO) in Q4 2025: 1,533 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings.

2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • DV Equities held 1,533 shares of Southern Company worth $134K as of Q4 2025.
  • Southern Company was a new DV Equities position in Q4 2025.
  • Southern Company made up 0.02% of DV Equities's portfolio in Q4 2025, its #180 holding.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.