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LaSalle St. Investment Advisors’s Southern Company SO Stock Holding History

LaSalle St. Investment Advisors’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
Q1 		$379K Buy
3,929
+745
+23% +$68.9K 0.05% 251
2025
Q4 		$277K Buy
3,184
+638
+25% +$58.2K 0.04% 286
2025
Q3 		$241K Sell
2,546
-248
-9% -$23.2K 0.04% 299
2025
Q2 		$256K Sell
2,794
-13
-0.5% -$1.17K 0.07% 258
2025
Q1 		$258K Buy
+2,807
New +$243K 0.06% 250

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LaSalle St. Investment Advisors's SO Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Southern Company (SO) stake by 23% in Q1 2026, buying an estimated $68.9K and bringing the position to 3,929 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #251.

LaSalle St. Investment Advisors first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • LaSalle St. Investment Advisors held 3,929 shares of Southern Company worth $379K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 745 Southern Company shares in Q1 2026, an estimated $68.9K.
  • Southern Company made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #251 holding.
  • LaSalle St. Investment Advisors first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.