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L & S Advisors’s Southern Company SO Stock Holding History

L & S 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
2025
Q2 		– Sell
-44,341
Closed -$4.08M – 363
2025
Q1 		$4.08M Buy
44,341
+186
+0.4% +$16.1K 0.5% 56
2024
Q4 		$3.63M Buy
44,155
+18,160
+70% +$1.59M 0.4% 68
2024
Q3 		$2.34M Sell
25,995
-5,574
-18% -$476K 0.25% 109
2024
Q2 		$2.45M Buy
31,569
+1,847
+6% +$140K 0.28% 96
2024
Q1 		$2.13M Buy
+29,722
New +$2.05M 0.24% 121

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L & S Advisors's SO Position: Q2 2025 in Review

L & S Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 44,341 shares — an estimated $4.08M sold.

L & S Advisors first reported a position in SO in Q1 2024 and held it in 5 quarters. The position peaked at $4.08M in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • L & S Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • L & S Advisors sold 44,341 Southern Company shares in Q2 2025, an estimated $4.08M.
  • L & S Advisors first reported a position in Southern Company in Q1 2024 and held it in 5 quarters.
  • L & S Advisors's Southern Company position peaked at $4.08M in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on L & S Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.