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Graves Light Lenhart Wealth’s Southern Company SO Stock Holding History

Graves Light Lenhart Wealth’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 		$811K Buy
8,470
+11
+0.1% +$1.04K 0.08% 100
2026
Q1 		$816K Buy
8,459
+10
+0.1% +$925 0.09% 95
2025
Q4 		$737K Buy
8,449
+11
+0.1% +$1K 0.08% 98
2025
Q3 		$800K Buy
8,438
+2
+0% +$187 0.09% 95
2025
Q2 		$775K Sell
8,436
-976
-10% -$87.7K 0.09% 92
2025
Q1 		$865K Buy
9,412
+10
+0.1% +$866 0.11% 86
2024
Q4 		$774K Hold
9,402
– – 0.1% 92
2024
Q3 		$848K Sell
9,402
-527
-5% -$45K 0.1% 88
2024
Q2 		$765K Hold
9,929
– – 0.09% 91
2024
Q1 		$712K Buy
9,929
+1
+0% +$69 0.08% 93
2023
Q4 		$696K Hold
9,928
– – 0.09% 94
2023
Q3 		$645K Sell
9,928
-599
-6% -$41.6K 0.09% 94
2023
Q2 		$740K Buy
10,527
+512
+5% +$36.7K 0.1% 97
2023
Q1 		$697K Buy
10,015
+1
+0% +$67 0.11% 91
2022
Q4 		$715K Buy
10,014
+1
+0% +$67 0.11% 96
2022
Q3 		$681K Sell
10,013
-145
-1% -$11K 0.11% 96
2022
Q2 		$724K Buy
10,158
+1
+0% +$73 0.11% 93
2022
Q1 		$737K Hold
10,157
– – 0.1% 95
2021
Q4 		$697K Buy
10,157
+1
+0% +$64 0.1% 95
2021
Q3 		$629K Sell
10,156
-31
-0.3% -$2K 0.1% 91
2021
Q2 		$616K Buy
10,187
+1
+0% +$64 0.1% 91
2021
Q1 		$633K Sell
10,186
-1,480
-13% -$88.6K 0.11% 89
2020
Q4 		$717K Sell
11,666
-2,438
-17% -$147K 0.13% 76
2020
Q3 		$765K Sell
14,104
-1,150
-8% -$61.5K 0.17% 71
2020
Q2 		$791K Sell
15,254
-2,318
-13% -$129K 0.19% 72
2020
Q1 		$951K Buy
17,572
+146
+0.8% +$9.25K 0.26% 66
2019
Q4 		$1.11M Buy
17,426
+1,000
+6% +$62K 0.23% 70
2019
Q3 		$1.03M Hold
16,426
– – 0.23% 71
2019
Q2 		$908K Buy
16,426
+1,380
+9% +$73.9K 0.22% 70
2019
Q1 		$778K Buy
15,046
+583
+4% +$28.6K 0.2% 72
2018
Q4 		$635K Buy
+14,463
New +$657K 0.19% 74

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Graves Light Lenhart Wealth's SO Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Southern Company (SO) stake by 0.13% in Q2 2026, buying an estimated $1.04K and bringing the position to 8,470 shares worth $811K. The position accounts for 0.08% of the portfolio, ranked #100.

Graves Light Lenhart Wealth first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.11M in Q4 2019. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Graves Light Lenhart Wealth held 8,470 shares of Southern Company worth $811K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.08% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #100 holding.
  • Graves Light Lenhart Wealth first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Southern Company position peaked at $1.11M in Q4 2019.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.