LCM
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LCM Capital Management’s Southern Company SO Stock Holding History

LCM 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
Q1 		$389K Buy
4,027
+72
+2% +$6.66K 0.2% 66
2025
Q4 		$345K Buy
3,955
+78
+2% +$7.12K 0.17% 73
2025
Q3 		$367K Hold
3,877
– – 0.18% 66
2025
Q2 		$356K Buy
3,877
+54
+1% +$4.85K 0.19% 70
2025
Q1 		$352K Sell
3,823
-41
-1% -$3.55K 0.21% 70
2024
Q4 		$318K Hold
3,864
– – 0.18% 69
2024
Q3 		$348K Sell
3,864
-110
-3% -$9.4K 0.2% 62
2024
Q2 		$308K Sell
3,974
-30
-0.7% -$2.27K 0.19% 61
2024
Q1 		$287K Buy
4,004
+49
+1% +$3.38K 0.19% 71
2023
Q4 		$277K Sell
3,955
-73
-2% -$5.01K 0.2% 68
2023
Q3 		$261K Buy
4,028
+1
+0% +$69 0.21% 67
2023
Q2 		$283K Sell
4,027
-61
-1% -$4.38K 0.23% 66
2023
Q1 		$284K Hold
4,088
– – 0.25% 61
2022
Q4 		$292K Sell
4,088
-49
-1% -$3.28K 0.28% 52
2022
Q3 		$281K Hold
4,137
– – 0.3% 51
2022
Q2 		$295K Buy
4,137
+148
+4% +$10.9K 0.29% 54
2022
Q1 		$289K Buy
3,989
+44
+1% +$2.98K 0.23% 68
2021
Q4 		$271K Buy
+3,945
New +$252K 0.21% 70

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

LCM Capital Management's SO Position: Q1 2026 in Review

LCM Capital Management increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $6.66K and bringing the position to 4,027 shares worth $389K. The position accounts for 0.2% of the portfolio, ranked #66.

LCM Capital Management first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • LCM Capital Management held 4,027 shares of Southern Company worth $389K as of Q1 2026.
  • LCM Capital Management bought 72 Southern Company shares in Q1 2026, an estimated $6.66K.
  • Southern Company made up 0.2% of LCM Capital Management's portfolio in Q1 2026, its #66 holding.
  • LCM Capital Management first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.