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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
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 		$2.19M Buy
36,102
+462
+1% +$29.5K 1.12% 16
2021
Q1 		$2.21M 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 		$1.75M 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

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Lantz Financial's SO Position: Q2 2026 in Review

Lantz Financial increased its Southern Company (SO) stake by 0.6% in Q2 2026, buying an estimated $19.1K and bringing the position to 33,998 shares worth $3.25M. The position accounts for 0.6% of the portfolio, ranked #41.

Lantz Financial first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.26M in Q1 2026. 554 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lantz Financial held 33,998 shares of Southern Company worth $3.25M as of Q2 2026.
  • Lantz Financial bought 203 Southern Company shares in Q2 2026, an estimated $19.1K.
  • Southern Company made up 0.6% of Lantz Financial's portfolio in Q2 2026, its #41 holding.
  • Lantz Financial first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Southern Company position peaked at $3.26M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.