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Woodward Diversified Capital’s Southern Company SO Stock Holding History

Woodward Diversified Capital’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 		$874K Sell
9,128
-128
-1% -$12.1K 0.39% 65
2026
Q1 		$875K Buy
9,256
+23
+0.2% +$2.13K 0.4% 61
2025
Q4 		$805K Buy
9,233
+32
+0.3% +$2.92K 0.37% 68
2025
Q3 		$872K Sell
9,201
-728
-7% -$68K 0.41% 66
2025
Q2 		$912K Buy
9,929
+4,397
+79% +$395K 0.46% 55
2025
Q1 		$509K Buy
5,532
+392
+8% +$33.9K 0.36% 69
2024
Q4 		$423K Sell
5,140
-3,949
-43% -$346K 0.31% 72
2024
Q3 		$820K Sell
9,089
-459
-5% -$39.2K 0.52% 57
2024
Q2 		$741K Buy
9,548
+723
+8% +$54.8K 0.43% 63
2024
Q1 		$633K Buy
8,825
+1,076
+14% +$74.3K 0.39% 73
2023
Q4 		$543K Sell
7,749
-421
-5% -$28.9K 0.34% 77
2023
Q3 		$529K Buy
8,170
+1,205
+17% +$83.6K 0.38% 72
2023
Q2 		$489K Sell
6,965
-121
-2% -$8.68K 0.37% 76
2023
Q1 		$493K Buy
7,086
+51
+0.7% +$3.43K 0.39% 68
2022
Q4 		$502K Sell
7,035
-287
-4% -$19.2K 0.4% 66
2022
Q3 		$498K Sell
7,322
-288
-4% -$21.8K 0.41% 59
2022
Q2 		$543K Buy
7,610
+73
+1% +$5.36K 0.42% 60
2022
Q1 		$547K Buy
7,537
+882
+13% +$59.7K 0.36% 78
2021
Q4 		$456K Buy
6,655
+740
+13% +$47.2K 0.27% 95
2021
Q3 		$367K Buy
5,915
+502
+9% +$32.3K 0.23% 111
2021
Q2 		$328K Buy
5,413
+130
+2% +$8.31K 0.19% 129
2021
Q1 		$328K Sell
5,283
-215
-4% -$12.9K 0.19% 123
2020
Q4 		$338K Buy
+5,498
New +$331K 0.22% 102

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Woodward Diversified Capital's SO Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $12.1K and leaving 9,128 shares worth $874K. The position accounts for 0.39% of the portfolio, ranked #65.

Woodward Diversified Capital first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $912K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Woodward Diversified Capital held 9,128 shares of Southern Company worth $874K as of Q2 2026.
  • Woodward Diversified Capital sold 128 Southern Company shares in Q2 2026, an estimated $12.1K.
  • Southern Company made up 0.39% of Woodward Diversified Capital's portfolio in Q2 2026, its #65 holding.
  • Woodward Diversified Capital first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Southern Company position peaked at $912K in Q2 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.