DAS
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Dynamic Advisor Solutions’s Southern Company SO Stock Holding History

Dynamic Advisor Solutions’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 		$8.55M Sell
89,321
-6,567
-7% -$618K 0.24% 88
2026
Q1 		$9.26M Buy
95,888
+4,944
+5% +$457K 0.29% 77
2025
Q4 		$7.93M Sell
90,944
-3,601
-4% -$329K 0.25% 88
2025
Q3 		$8.96M Buy
94,545
+2,132
+2% +$199K 0.26% 87
2025
Q2 		$8.49M Buy
92,413
+2,350
+3% +$211K 0.26% 91
2025
Q1 		$8.28M Buy
+90,063
New +$7.8M 0.27% 88
2024
Q4 		– Sell
-87,594
Closed -$7.9M – 813
2024
Q3 		$7.9M Sell
87,594
-3,003
-3% -$257K 0.24% 103
2024
Q2 		$7.03M Buy
90,597
+8,814
+11% +$668K 0.22% 107
2024
Q1 		$5.87M Buy
81,783
+5,098
+7% +$352K 0.2% 136
2023
Q4 		$5.49M Buy
76,685
+43,507
+131% +$2.99M 0.2% 138
2023
Q3 		$2.15M Buy
33,178
+5,387
+19% +$374K 0.1% 225
2023
Q2 		$1.95M Sell
27,791
-785
-3% -$56.3K 0.1% 223
2023
Q1 		$1.99M Buy
28,576
+1,938
+7% +$130K 0.12% 213
2022
Q4 		$1.9M Buy
26,638
+2,584
+11% +$173K 0.13% 182
2022
Q3 		$1.64M Sell
24,054
-1,962
-8% -$149K 0.12% 182
2022
Q2 		$1.85M Sell
26,016
-2,991
-10% -$220K 0.14% 165
2022
Q1 		$2.1M Buy
29,007
+4,657
+19% +$315K 0.15% 158
2021
Q4 		$1.67M Buy
24,350
+232
+1% +$14.8K 0.12% 187
2021
Q3 		$1.5M Buy
24,118
+1,807
+8% +$116K 0.11% 207
2021
Q2 		$1.35M Sell
22,311
-1,041
-4% -$66.6K 0.11% 223
2021
Q1 		$1.45M Sell
23,352
-1,144
-5% -$68.5K 0.13% 185
2020
Q4 		$1.5M Buy
24,496
+630
+3% +$37.9K 0.14% 173
2020
Q3 		$1.29M Sell
23,866
-3,057
-11% -$163K 0.15% 168
2020
Q2 		$1.4M Buy
26,923
+5,630
+26% +$313K 0.19% 142
2020
Q1 		$1.15M Sell
21,293
-1,542
-7% -$97.7K 0.21% 133
2019
Q4 		$1.46M Sell
22,835
-4,614
-17% -$286K 0.2% 130
2019
Q3 		$1.7M Buy
27,449
+2,319
+9% +$134K 0.26% 102
2019
Q2 		$1.39M Buy
25,130
+2,974
+13% +$159K 0.22% 115
2019
Q1 		$1.15M Buy
22,156
+4,539
+26% +$222K 0.22% 122
2018
Q4 		$837K Buy
17,617
+625
+4% +$28.4K 0.18% 139
2018
Q3 		$741K Buy
16,992
+1,468
+9% +$67.7K 0.15% 165
2018
Q2 		$719K Buy
15,524
+389
+3% +$17.4K 0.16% 165
2018
Q1 		$676K Sell
15,135
-29,615
-66% -$1.31M 0.17% 155
2017
Q4 		$2.15M Buy
44,750
+1,324
+3% +$67.5K 0.71% 38
2017
Q3 		$2.13M Buy
43,426
+35,970
+482% +$1.74M 0.84% 30
2017
Q2 		$357K Sell
7,456
-288
-4% -$14.4K 0.14% 166
2017
Q1 		$385K Sell
7,744
-276
-3% -$13.6K 0.15% 157
2016
Q4 		$395K Sell
8,020
-10,191
-56% -$501K 0.16% 156
2016
Q3 		$934K Buy
18,211
+212
+1% +$11.2K 0.35% 86
2016
Q2 		$965K Sell
17,999
-64,363
-78% -$3.24M 0.39% 72
2016
Q1 		$4.26M Sell
82,362
-18,537
-18% -$903K 1.81% 6
2015
Q4 		$4.72M Buy
100,899
+15,057
+18% +$683K 1.95% 6
2015
Q3 		$3.84M Buy
85,842
+51,591
+151% +$2.26M 1.94% 9
2015
Q2 		$1.44M Buy
+34,251
New +$1.49M 0.84% 37
2015
Q1 		– Sell
-7,295
Closed -$358K – 210
2014
Q4 		$358K Buy
+7,295
New +$344K 0.19% 137

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Dynamic Advisor Solutions's SO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Southern Company (SO) stake by 6.8% in Q2 2026, selling an estimated $618K and leaving 89,321 shares worth $8.55M. The position accounts for 0.24% of the portfolio, ranked #88.

Dynamic Advisor Solutions first reported a position in SO in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.26M in Q1 2026. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Dynamic Advisor Solutions held 89,321 shares of Southern Company worth $8.55M as of Q2 2026.
  • Dynamic Advisor Solutions sold 6,567 Southern Company shares in Q2 2026, an estimated $618K.
  • Southern Company made up 0.24% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #88 holding.
  • Dynamic Advisor Solutions first reported a position in Southern Company in Q4 2014 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's Southern Company position peaked at $9.26M in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.