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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

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

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. 426 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.
  • 426 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.