LC
SO icon

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
Q2 		– Sell
-100
Closed -$9.65K – 376
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 $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 $3.37T AUM 44.26% 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

Lavaca Capital's SO Position: Q2 2026 in Review

Lavaca Capital sold out of Southern Company (SO) in Q2 2026, closing a stake of 100 shares — an estimated $9.65K sold.

Lavaca Capital first reported a position in SO in Q4 2018 and held it in 8 quarters. The position peaked at $56K in Q1 2019. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lavaca Capital reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Lavaca Capital sold 100 Southern Company shares in Q2 2026, an estimated $9.65K.
  • Lavaca Capital first reported a position in Southern Company in Q4 2018 and held it in 8 quarters.
  • Lavaca Capital's Southern Company position peaked at $56K in Q1 2019.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.