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Newman Dignan & Sheerar Inc’s Southern Company SO Stock Holding History

Newman Dignan & Sheerar Inc’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 		$203K Hold
2,123
– – 0.04% 195
2026
Q1 		$205K Buy
+2,123
New +$196K 0.04% 191

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Newman Dignan & Sheerar Inc's SO Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its Southern Company (SO) position steady in Q2 2026 at 2,123 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #195.

Newman Dignan & Sheerar Inc first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $205K in Q1 2026. 729 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 2,123 shares of Southern Company worth $203K as of Q2 2026.
  • Newman Dignan & Sheerar Inc left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #195 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Newman Dignan & Sheerar Inc's Southern Company position peaked at $205K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.