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LaFleur & Godfrey’s Southern Company SO Stock Holding History

LaFleur & Godfrey’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 		$709K Buy
7,403
+347
+5% +$32.7K 0.08% 96
2026
Q1 		$681K Sell
7,056
-2,284
-24% -$211K 0.08% 93
2025
Q4 		$814K Sell
9,340
-200
-2% -$18.3K 0.1% 88
2025
Q3 		$904K Buy
9,540
+8
+0.1% +$747 0.11% 85
2025
Q2 		$875K Sell
9,532
-1,538
-14% -$138K 0.11% 88
2025
Q1 		$1.02M Buy
11,070
+7
+0.1% +$606 0.14% 87
2024
Q4 		$911K Buy
11,063
+8
+0.1% +$702 0.12% 86
2024
Q3 		$997K Sell
11,055
-93
-0.8% -$7.94K 0.14% 85
2024
Q2 		$865K Sell
11,148
-192
-2% -$14.6K 0.13% 85
2024
Q1 		$814K Buy
11,340
+9
+0.1% +$621 0.12% 84
2023
Q4 		$795K Sell
11,331
-117
-1% -$8.03K 0.12% 83
2023
Q3 		$741K Hold
11,448
– – 0.12% 79
2023
Q2 		$804K Sell
11,448
-207
-2% -$14.8K 0.12% 82
2023
Q1 		$811K Buy
11,655
+8
+0.1% +$539 0.13% 79
2022
Q4 		$832K Sell
11,647
-1,591
-12% -$106K 0.14% 81
2022
Q3 		$900K Buy
13,238
+7
+0.1% +$530 0.16% 79
2022
Q2 		$944K Sell
13,231
-743
-5% -$54.6K 0.15% 81
2022
Q1 		$1.01M Buy
13,974
+8
+0.1% +$542 0.14% 85
2021
Q4 		$958K Sell
13,966
-2,659
-16% -$170K 0.12% 90
2021
Q3 		$1.03M Buy
16,625
+450
+3% +$29K 0.14% 91
2021
Q2 		$983K Buy
+16,175
New +$1.03M 0.14% 91

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LaFleur & Godfrey's SO Position: Q2 2026 in Review

LaFleur & Godfrey increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 7,403 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #96.

LaFleur & Godfrey first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q3 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LaFleur & Godfrey held 7,403 shares of Southern Company worth $709K as of Q2 2026.
  • LaFleur & Godfrey bought 347 Southern Company shares in Q2 2026, an estimated $32.7K.
  • Southern Company made up 0.08% of LaFleur & Godfrey's portfolio in Q2 2026, its #96 holding.
  • LaFleur & Godfrey first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • LaFleur & Godfrey's Southern Company position peaked at $1.03M in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.