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Lavaca Capital’s Southern Company SO Stock Holding History

Lavaca Capital’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 		$9.65K Sell
100
-22
-18% -$2.04K ﹤0.01% 255
2025
Q4 		$10.6K Hold
122
– – ﹤0.01% 254
2025
Q3 		$11.6K Hold
122
– – ﹤0.01% 231
2025
Q2 		$11.2K Hold
122
– – ﹤0.01% 234
2025
Q1 		$11.2K Hold
122
– – ﹤0.01% 220
2024
Q4 		$10K Buy
+122
New +$10.7K ﹤0.01% 273
2019
Q2 		– Sell
-1,092
Closed -$56K – 313
2019
Q1 		$56K Hold
1,092
– – 0.05% 145
2018
Q4 		$48K Buy
+1,092
New +$49.6K 0.05% 133

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

Lavaca Capital's SO Position: Q1 2026 in Review

Lavaca Capital reduced its Southern Company (SO) stake by 18% in Q1 2026, selling an estimated $2.04K and leaving 100 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Lavaca Capital first reported a position in SO in Q4 2018 and has held it in 8 quarters since. The position peaked at $56K in Q1 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Lavaca Capital held 100 shares of Southern Company worth $9.65K as of Q1 2026.
  • Lavaca Capital sold 22 Southern Company shares in Q1 2026, an estimated $2.04K.
  • Southern Company made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #255 holding.
  • Lavaca Capital first reported a position in Southern Company in Q4 2018 and has held it in 8 quarters since.
  • Lavaca Capital's Southern Company position peaked at $56K in Q1 2019.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.