Lantz Financial
SO icon

Lantz Financial’s Southern Company SO Stock Holding History

Lantz Financial’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
Q3 		$2.79M Sell
33,629
-369
-1% -$33.6K 0.51% 46
2026
Q2 		$3.25M Buy
33,998
+203
+0.6% +$19.1K 0.6% 41
2026
Q1 		$3.26M Sell
33,795
-107
-0.3% -$9.9K 0.67% 30
2025
Q4 		$2.96M Sell
33,902
-261
-0.8% -$23.8K 0.62% 35
2025
Q3 		$3.24M Buy
34,163
+437
+1% +$40.8K 0.72% 33
2025
Q2 		$3.1M Sell
33,726
-753
-2% -$67.6K 0.77% 28
2025
Q1 		$3.17M Sell
34,479
-914
-3% -$79.1K 0.87% 25
2024
Q4 		$2.91M Buy
35,393
+54
+0.2% +$4.74K 0.78% 29
2024
Q3 		$3.19M Sell
35,339
-999
-3% -$85.3K 0.86% 24
2024
Q2 		$2.82M Sell
36,338
-528
-1% -$40K 0.88% 22
2024
Q1 		$2.64M Sell
36,866
-18
-0% -$1.24K 0.85% 22
2023
Q4 		$2.59M Sell
36,884
-2,281
-6% -$157K 0.93% 17
2023
Q3 		$2.53M Sell
39,165
-650
-2% -$45.1K 1.01% 20
2023
Q2 		$2.8M Sell
39,815
-446
-1% -$32K 1.1% 19
2023
Q1 		$2.8M Sell
40,261
-27
-0.1% -$1.82K 1.17% 18
2022
Q4 		$2.88M Buy
40,288
+469
+1% +$31.4K 1.31% 16
2022
Q3 		$2.71M Buy
39,819
+74
+0.2% +$5.61K 1.41% 13
2022
Q2 		$2.83M Sell
39,745
-263
-0.7% -$19.3K 1.28% 17
2022
Q1 		$2.9M Buy
40,008
+1,911
+5% +$129K 1.18% 16
2021
Q4 		$2.61M Buy
38,097
+1,051
+3% +$67K 1.2% 13
2021
Q3 		$2.3M Buy
37,046
+944
+3% +$60.8K 1.18% 14
2021
Q2 		$2.18M Buy
36,102
+462
+1% +$29.5K 1.12% 16
2021
Q1 		$2.22M Buy
35,640
+1,443
+4% +$86.4K 1.26% 13
2020
Q4 		$2.1M Sell
34,197
-246
-0.7% -$14.8K 1.31% 13
2020
Q3 		$1.87M Buy
34,443
+784
+2% +$41.9K 1.26% 16
2020
Q2 		$1.74M Sell
33,659
-426
-1% -$23.7K 1.26% 13
2020
Q1 		$1.84M Sell
34,085
-1,725
-5% -$109K 1.45% 11
2019
Q4 		$2.28M Sell
35,810
-377
-1% -$23.4K 1.35% 12
2019
Q3 		$2.21M Sell
36,187
-53
-0.1% -$3.07K 1.49% 9
2019
Q2 		$2.02M Buy
36,240
+554
+2% +$29.7K 1.37% 9
2019
Q1 		$1.84M Buy
+35,686
New +$1.75M 1.34% 11

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Lantz Financial's SO Position: Q3 2026 in Review

Lantz Financial reduced its Southern Company (SO) stake by 1.1% in Q3 2026, selling an estimated $33.6K and leaving 33,629 shares worth $2.79M. The position accounts for 0.51% of the portfolio, ranked #46.

Lantz Financial first reported a position in SO in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.26M in Q1 2026. 620 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Lantz Financial held 33,629 shares of Southern Company worth $2.79M as of Q3 2026.
  • Lantz Financial sold 369 Southern Company shares in Q3 2026, an estimated $33.6K.
  • Southern Company made up 0.51% of Lantz Financial's portfolio in Q3 2026, its #46 holding.
  • Lantz Financial first reported a position in Southern Company in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Southern Company position peaked at $3.26M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.