L.J. Altfest & Co’s Southern Company SO Stock Holding History

L.J. Altfest & Co’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	$409K	Sell	4,278 -1,302	-23%	-$123K	0.04%	239
2026 Q1	$539K	Buy	5,580 +290	+5%	+$26.8K	0.06%	218
2025 Q4	$461K	Sell	5,290 -267	-5%	-$24.4K	0.05%	235
2025 Q3	$527K	Buy	5,557 +333	+6%	+$31.1K	0.06%	226
2025 Q2	$480K	Buy	5,224 +86	+2%	+$7.72K	0.06%	224
2025 Q1	$472K	Sell	5,138 -5,719	-53%	-$495K	0.06%	227
2024 Q4	$894K	Buy	10,857 +6,268	+137%	+$550K	0.11%	124
2024 Q3	$414K	Buy	4,589 +639	+16%	+$54.6K	0.06%	234
2024 Q2	$306K	Sell	3,950 -678	-15%	-$51.4K	0.04%	252
2024 Q1	$332K	Hold	4,628	–	–	0.05%	244
2023 Q4	$325K	Hold	4,628	–	–	0.05%	244
2023 Q3	$300K	Hold	4,628	–	–	0.05%	241
2023 Q2	$325K	Sell	4,628 -340	-7%	-$24.4K	0.05%	229
2023 Q1	$346K	Buy	4,968 +8	+0.2%	+$539	0.05%	209
2022 Q4	$354K	Buy	4,960 +408	+9%	+$27.3K	0.06%	194
2022 Q3	$310K	Buy	4,552 +56	+1%	+$4.24K	0.06%	202
2022 Q2	$321K	Buy	4,496 +7	+0.2%	+$514	0.06%	194
2022 Q1	$326K	Buy	4,489 +7	+0.2%	+$474	0.06%	196
2021 Q4	$307K	Buy	4,482 +7	+0.2%	+$446	0.06%	204
2021 Q3	$277K	Sell	4,475 -229	-5%	-$14.7K	0.06%	218
2021 Q2	$285K	Buy	4,704 +9	+0.2%	+$576	0.06%	215
2021 Q1	$292K	Buy	4,695 +144	+3%	+$8.62K	0.07%	207
2020 Q4	$280K	Buy	4,551 +10	+0.2%	+$601	0.07%	210
2020 Q3	$246K	Buy	4,541 +11	+0.2%	+$588	0.07%	194
2020 Q2	$235K	Sell	4,530 -2,052	-31%	-$114K	0.07%	190
2020 Q1	$356K	Buy	6,582 +8	+0.1%	+$507	0.11%	121
2019 Q4	$419K	Hold	6,574	–	–	0.11%	121
2019 Q3	$406K	Hold	6,574	–	–	0.1%	115
2019 Q2	$363K	Buy	6,574 +240	+4%	+$12.8K	0.1%	125
2019 Q1	$327K	Hold	6,334	–	–	0.08%	135
2018 Q4	$278K	Hold	6,334	–	–	0.08%	124
2018 Q3	$276K	Hold	6,334	–	–	0.08%	145
2018 Q2	$293K	Hold	6,334	–	–	0.11%	131
2018 Q1	$283K	Hold	6,334	–	–	0.12%	133
2017 Q4	$305K	Buy	6,334 +2,181	+53%	+$111K	0.12%	130
2017 Q3	$204K	Sell	4,153 -187	-4%	-$9.06K	0.1%	133
2017 Q2	$208K	Sell	4,340 -2,216	-34%	-$111K	0.13%	133
2017 Q1	$326K	Buy	6,556 +16	+0.2%	+$791	0.13%	104
2016 Q4	$322K	Buy	6,540 +37	+0.6%	+$1.82K	0.16%	104
2016 Q3	$334K	Sell	6,503 -1,897	-23%	-$99.9K	0.22%	92
2016 Q2	$450K	Buy	+8,400	New	+$422K	0.31%	82

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

L.J. Altfest & Co's SO Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Southern Company (SO) stake by 23% in Q2 2026, selling an estimated $123K and leaving 4,278 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #239.

L.J. Altfest & Co first reported a position in SO in Q2 2016 and has held it in 41 quarters since. The position peaked at $894K in Q4 2024. 2,364 funds tracked by Wall St. Rank hold SO as of Q2 2026.

L.J. Altfest & Co held 4,278 shares of Southern Company worth $409K as of Q2 2026.
L.J. Altfest & Co sold 1,302 Southern Company shares in Q2 2026, an estimated $123K.
Southern Company made up 0.04% of L.J. Altfest & Co's portfolio in Q2 2026, its #239 holding.
L.J. Altfest & Co first reported a position in Southern Company in Q2 2016 and has held it in 41 quarters since.
L.J. Altfest & Co's Southern Company position peaked at $894K in Q4 2024.
2,364 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.