LFP
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Lakeshore Financial Planning’s Southern Company SO Stock Holding History

Lakeshore Financial Planning’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 		$803K Buy
8,386
+52
+0.6% +$4.9K 0.26% 32
2026
Q1 		$804K Buy
8,334
+48
+0.6% +$4.44K 0.29% 29
2025
Q4 		$723K Buy
8,286
+62
+0.8% +$5.66K 0.26% 29
2025
Q3 		$779K Buy
8,224
+53
+0.6% +$4.95K 0.29% 28
2025
Q2 		$750K Buy
8,171
+58
+0.7% +$5.21K 0.3% 27
2025
Q1 		$746K Buy
8,113
+49
+0.6% +$4.24K 0.31% 26
2024
Q4 		$664K Buy
8,064
+51
+0.6% +$4.47K 0.28% 26
2024
Q3 		$723K Buy
8,013
+548
+7% +$46.8K 0.32% 24
2024
Q2 		$579K Buy
7,465
+54
+0.7% +$4.09K 0.28% 25
2024
Q1 		$532K Buy
7,411
+64
+0.9% +$4.42K 0.27% 27
2023
Q4 		$515K Sell
7,347
-137
-2% -$9.41K 0.29% 25
2023
Q3 		$484K Buy
+7,484
New +$519K 0.28% 28

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's SO Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Southern Company (SO) stake by 0.62% in Q2 2026, buying an estimated $4.9K and bringing the position to 8,386 shares worth $803K. The position accounts for 0.26% of the portfolio, ranked #32.

Lakeshore Financial Planning first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $804K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lakeshore Financial Planning held 8,386 shares of Southern Company worth $803K as of Q2 2026.
  • Lakeshore Financial Planning bought 52 Southern Company shares in Q2 2026, an estimated $4.9K.
  • Southern Company made up 0.26% of Lakeshore Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Lakeshore Financial Planning first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Southern Company position peaked at $804K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.