Great Diamond Partners’s Southern Company SO Stock Holding History

Great Diamond Partners’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	$268K	Sell	2,801 -7	-0.2%	-$659	0.05%	215
2026 Q1	$271K	Buy	2,808 +13	+0.5%	+$1.2K	0.05%	204
2025 Q4	$244K	Sell	2,795 -67	-2%	-$6.12K	0.05%	209
2025 Q3	$271K	Sell	2,862 -12	-0.4%	-$1.12K	0.05%	197
2025 Q2	$264K	Buy	+2,874	New	+$258K	0.06%	196
2020 Q1	–	Sell	-1,300	Closed	-$82K	–	520
2019 Q4	$82K	Buy	+1,300	New	+$80.6K	0.03%	244

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Great Diamond Partners's SO Position: Q2 2026 in Review

Great Diamond Partners reduced its Southern Company (SO) stake by 0.25% in Q2 2026, selling an estimated $659 and leaving 2,801 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #215.

Great Diamond Partners first reported a position in SO in Q4 2019 and has held it in 6 quarters since. The position peaked at $271K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Great Diamond Partners held 2,801 shares of Southern Company worth $268K as of Q2 2026.
Great Diamond Partners sold 7 Southern Company shares in Q2 2026, an estimated $659.
Southern Company made up 0.05% of Great Diamond Partners's portfolio in Q2 2026, its #215 holding.
Great Diamond Partners first reported a position in Southern Company in Q4 2019 and has held it in 6 quarters since.
Great Diamond Partners's Southern Company position peaked at $271K in Q3 2025.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.