Laffer Tengler Investments’s Southern Company SO Stock Holding History

Laffer Tengler Investments’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	$249K	Hold	2,600	–	–	0.03%	169
2026 Q1	$251K	Sell	2,600 -8	-0.3%	-$740	0.04%	169
2025 Q4	$227K	Hold	2,608	–	–	0.03%	168
2025 Q3	$247K	Buy	2,608 +8	+0.3%	+$747	0.04%	148
2025 Q2	$239K	Hold	2,600	–	–	0.04%	153
2025 Q1	$239K	Hold	2,600	–	–	0.05%	120
2024 Q4	$214K	Hold	2,600	–	–	0.04%	135
2024 Q3	$234K	Hold	2,600	–	–	0.05%	165
2024 Q2	$202K	Hold	2,600	–	–	0.04%	174
2024 Q1	$187K	Sell	2,600 -74	-3%	-$5.11K	0.05%	152
2023 Q4	$188K	Buy	2,674 +74	+3%	+$5.08K	0.05%	148
2023 Q3	$168K	Buy	+2,600	New	+$180K	0.05%	150
2023 Q1	–	Sell	-127	Closed	-$9.07K	–	441
2022 Q4	$9.07K	Buy	+127	New	+$8.49K	﹤0.01%	377
2019 Q2	–	Sell	-57,842	Closed	-$2.99M	–	168
2019 Q1	$2.99M	Hold	57,842	–	–	0.8%	30
2018 Q4	$2.54M	Hold	57,842	–	–	0.75%	42
2018 Q3	$2.52M	Hold	57,842	–	–	0.62%	64
2018 Q2	$2.68M	Hold	57,842	–	–	0.68%	47
2018 Q1	$2.58M	Buy	+57,842	New	+$2.57M	0.64%	58
2016 Q4	–	Sell	-31,564	Closed	-$1.62M	–	279
2016 Q3	$1.62M	Hold	31,564	–	–	0.45%	78
2016 Q2	$1.69M	Buy	+31,564	New	+$1.59M	0.48%	75
2014 Q2	–	Sell	-896	Closed	-$39.4K	–	215
2014 Q1	$39.4K	Buy	+896	New	+$37.6K	0.01%	211

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

Laffer Tengler Investments's SO Position: Q2 2026 in Review

Laffer Tengler Investments held its Southern Company (SO) position steady in Q2 2026 at 2,600 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #169.

Laffer Tengler Investments first reported a position in SO in Q1 2014 and has held it in 21 quarters since. The position peaked at $2.99M in Q1 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Laffer Tengler Investments held 2,600 shares of Southern Company worth $249K as of Q2 2026.
Laffer Tengler Investments left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #169 holding.
Laffer Tengler Investments first reported a position in Southern Company in Q1 2014 and has held it in 21 quarters since.
Laffer Tengler Investments's Southern Company position peaked at $2.99M in Q1 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.