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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
Q2 		$391K Buy
4,087
+158
+4% +$14.9K 0.05% 270
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 $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 $3.38T AUM 44.17% 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

LaSalle St. Investment Advisors's SO Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Southern Company (SO) stake by 4% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,087 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #270.

LaSalle St. Investment Advisors first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LaSalle St. Investment Advisors held 4,087 shares of Southern Company worth $391K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 158 Southern Company shares in Q2 2026, an estimated $14.9K.
  • Southern Company made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • LaSalle St. Investment Advisors first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.