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Latitude Advisors’s Southern Company SO Stock Holding History

Latitude 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
Q3 		$254K Buy
3,066
+8
+0.3% +$729 0.08% 219
2026
Q2 		$293K Buy
3,058
+65
+2% +$6.12K 0.12% 190
2026
Q1 		$289K Sell
2,993
-713
-19% -$66K 0.13% 173
2025
Q4 		$323K Buy
3,706
+52
+1% +$4.75K 0.14% 158
2025
Q3 		$346K Buy
3,654
+31
+0.9% +$2.89K 0.16% 129
2025
Q2 		$333K Sell
3,623
-13
-0.4% -$1.17K 0.17% 135
2025
Q1 		$334K Sell
3,636
-54
-1% -$4.68K 0.19% 126
2024
Q4 		$304K Sell
3,690
-356
-9% -$31.2K 0.17% 129
2024
Q3 		$365K Buy
4,046
+139
+4% +$11.9K 0.21% 113
2024
Q2 		$303K Buy
3,907
+355
+10% +$26.9K 0.19% 116
2024
Q1 		$255K Buy
3,552
+648
+22% +$44.7K 0.16% 134
2023
Q4 		$204K Buy
+2,904
New +$199K 0.14% 163
2023
Q3 		– Sell
-3,042
Closed -$214K – 181
2023
Q2 		$214K Buy
+3,042
New +$218K 0.15% 152

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Latitude Advisors's SO Position: Q3 2026 in Review

Latitude Advisors increased its Southern Company (SO) stake by 0.26% in Q3 2026, buying an estimated $729 and bringing the position to 3,066 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #219.

Latitude Advisors first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $365K in Q3 2024. 1,368 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Latitude Advisors held 3,066 shares of Southern Company worth $254K as of Q3 2026.
  • Latitude Advisors bought 8 Southern Company shares in Q3 2026, an estimated $729.
  • Southern Company made up 0.08% of Latitude Advisors's portfolio in Q3 2026, its #219 holding.
  • Latitude Advisors first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
  • Latitude Advisors's Southern Company position peaked at $365K in Q3 2024.
  • 1,368 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.