Great Lakes Advisors’s Southern Company SO Stock Holding History

Great Lakes Advisors’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	$3.08M	Sell	32,151 -529	-2%	-$49.8K	0.02%	340
2026 Q1	$3.15M	Buy	32,680 +1,253	+4%	+$116K	0.03%	330
2025 Q4	$2.74M	Sell	31,427 -2,178	-6%	-$199K	0.02%	364
2025 Q3	$3.18M	Sell	33,605 -9,755	-22%	-$911K	0.03%	342
2025 Q2	$3.98M	Buy	43,360 +12	+0%	+$1.08K	0.03%	330
2025 Q1	$3.99M	Buy	43,348 +1,254	+3%	+$109K	0.04%	317
2024 Q4	$3.47M	Buy	42,094 +1,308	+3%	+$115K	0.03%	405
2024 Q3	$3.68M	Buy	40,786 +1,214	+3%	+$104K	0.03%	405
2024 Q2	$3.07M	Buy	39,572 +3,266	+9%	+$248K	0.03%	412
2024 Q1	$2.6M	Sell	36,306 -2,284	-6%	-$158K	0.02%	444
2023 Q4	$2.71M	Sell	38,590 -15,507	-29%	-$1.06M	0.03%	422
2023 Q3	$3.5M	Buy	54,097 +31,692	+141%	+$2.2M	0.03%	378
2023 Q2	$1.57M	Buy	22,405 +17,297	+339%	+$1.24M	0.02%	476
2023 Q1	$355K	Sell	5,108 -1,755	-26%	-$118K	﹤0.01%	687
2022 Q4	$490K	Sell	6,863 -515	-7%	-$34.4K	0.03%	504
2022 Q3	$502K	Buy	7,378 +1,008	+16%	+$76.4K	0.01%	485
2022 Q2	$454K	Buy	6,370 +1,024	+19%	+$75.2K	0.01%	520
2022 Q1	$388K	Sell	5,346 -2,444	-31%	-$166K	0.01%	556
2021 Q4	$534K	Sell	7,790 -53	-0.7%	-$3.38K	0.01%	507
2021 Q3	$486K	Sell	7,843 -38	-0.5%	-$2.45K	0.01%	524
2021 Q2	$477K	Buy	7,881 +3,752	+91%	+$240K	0.01%	525
2021 Q1	$257K	Buy	4,129 +479	+13%	+$28.7K	﹤0.01%	613
2020 Q4	$224K	Buy	+3,650	New	+$219K	﹤0.01%	588
2020 Q3	–	Sell	-4,184	Closed	-$217K	–	617
2020 Q2	$217K	Sell	4,184 -3,757	-47%	-$209K	0.01%	521
2020 Q1	$430K	Sell	7,941 -11,076	-58%	-$702K	0.01%	439
2019 Q4	$1.21M	Buy	19,017 +459	+2%	+$28.4K	0.03%	378
2019 Q3	$1.15M	Sell	18,558 -321	-2%	-$18.6K	0.03%	380
2019 Q2	$1.04M	Sell	18,879 -1,553	-8%	-$83.1K	0.02%	403
2019 Q1	$1.06M	Buy	20,432 +13,547	+197%	+$664K	0.02%	400
2018 Q4	$302K	Buy	6,885 +168	+3%	+$7.64K	0.01%	481
2018 Q3	$293K	Buy	+6,717	New	+$310K	0.01%	527
2018 Q1	–	Sell	-9,875	Closed	-$475K	–	585
2017 Q4	$475K	Buy	9,875 +500	+5%	+$25.5K	0.01%	467
2017 Q3	$461K	Sell	9,375 -17,414	-65%	-$844K	0.01%	468
2017 Q2	$1.28M	Buy	26,789 +16,331	+156%	+$819K	0.03%	336
2017 Q1	$521K	Sell	10,458 -17,510	-63%	-$865K	0.01%	436
2016 Q4	$1.38M	Buy	27,968 +76	+0.3%	+$3.73K	0.04%	312
2016 Q3	$1.43M	Buy	27,892 +1,536	+6%	+$80.9K	0.04%	312
2016 Q2	$1.41M	Buy	26,356 +931	+4%	+$46.8K	0.04%	317
2016 Q1	$1.31M	Buy	25,425 +11,336	+80%	+$552K	0.04%	314
2015 Q4	$659K	Buy	14,089 +49	+0.3%	+$2.22K	0.02%	392
2015 Q3	$628K	Buy	14,040 +274	+2%	+$12K	0.02%	397
2015 Q2	$577K	Buy	13,766 +87	+0.6%	+$3.79K	0.02%	413
2015 Q1	$606K	Sell	13,679 -117	-0.8%	-$5.56K	0.02%	410
2014 Q4	$678K	Sell	13,796 -696	-5%	-$32.9K	0.02%	367
2014 Q3	$633K	Buy	14,492 +1,425	+11%	+$62.6K	0.02%	372
2014 Q2	$593K	Buy	13,067 +1,864	+17%	+$82.4K	0.02%	244
2014 Q1	$492K	Buy	11,203 +1,601	+17%	+$67.1K	0.02%	263
2013 Q4	$394K	Sell	9,602 -6,436	-40%	-$266K	0.02%	258
2013 Q3	$660K	Sell	16,038 -754	-4%	-$32.5K	0.03%	213
2013 Q2	$742K	Buy	+16,792	New	+$772K	0.03%	188

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Great Lakes Advisors's SO Position: Q2 2026 in Review

Great Lakes Advisors reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $49.8K and leaving 32,151 shares worth $3.08M. The position accounts for 0.02% of the portfolio, ranked #340.

Great Lakes Advisors first reported a position in SO in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.99M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Great Lakes Advisors held 32,151 shares of Southern Company worth $3.08M as of Q2 2026.
Great Lakes Advisors sold 529 Southern Company shares in Q2 2026, an estimated $49.8K.
Southern Company made up 0.02% of Great Lakes Advisors's portfolio in Q2 2026, its #340 holding.
Great Lakes Advisors first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
Great Lakes Advisors's Southern Company position peaked at $3.99M in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.