Lazari Capital Management’s Southern Company SO Stock Holding History

Lazari Capital Management’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	$275K	Sell	2,871 -81	-3%	-$7.63K	0.08%	139
2026 Q1	$285K	Buy	2,952 +14	+0.5%	+$1.29K	0.1%	125
2025 Q4	$256K	Sell	2,938 -30	-1%	-$2.74K	0.09%	128
2025 Q3	$281K	Buy	2,968 +6	+0.2%	+$560	0.09%	118
2025 Q2	$272K	Buy	2,962 +12	+0.4%	+$1.08K	0.1%	114
2025 Q1	$271K	Sell	2,950 -244	-8%	-$21.1K	0.11%	108
2024 Q4	$263K	Buy	3,194 +76	+2%	+$6.67K	0.1%	113
2024 Q3	$281K	Buy	3,118 +34	+1%	+$2.9K	0.12%	111
2024 Q2	$239K	Buy	3,084 +78	+3%	+$5.91K	0.11%	113
2024 Q1	$216K	Buy	3,006 +7	+0.2%	+$483	0.12%	101
2023 Q4	$210K	Sell	2,999 -128	-4%	-$8.79K	0.12%	103
2023 Q3	$202K	Buy	+3,127	New	+$217K	0.12%	101

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lazari Capital Management's SO Position: Q2 2026 in Review

Lazari Capital Management reduced its Southern Company (SO) stake by 2.7% in Q2 2026, selling an estimated $7.63K and leaving 2,871 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #139.

Lazari Capital Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $285K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Lazari Capital Management held 2,871 shares of Southern Company worth $275K as of Q2 2026.
Lazari Capital Management sold 81 Southern Company shares in Q2 2026, an estimated $7.63K.
Southern Company made up 0.08% of Lazari Capital Management's portfolio in Q2 2026, its #139 holding.
Lazari Capital Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
Lazari Capital Management's Southern Company position peaked at $285K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.