LIM
SO icon

Leavell Investment Management’s Southern Company SO Stock Holding History

Leavell Investment 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 		$18.1M Buy
188,777
+3,230
+2% +$304K 0.66% 28
2026
Q1 		$17.9M Buy
185,547
+128
+0.1% +$11.8K 0.73% 26
2025
Q4 		$16.2M Sell
185,419
-2,867
-2% -$262K 0.67% 29
2025
Q3 		$17.8M Sell
188,286
-3,286
-2% -$307K 0.75% 28
2025
Q2 		$17.6M Buy
191,572
+6,623
+4% +$595K 0.79% 24
2025
Q1 		$17M Buy
184,949
+2,343
+1% +$203K 0.84% 25
2024
Q4 		$15M Sell
182,606
-3,332
-2% -$292K 0.74% 30
2024
Q3 		$16.8M Buy
185,938
+14,478
+8% +$1.24M 0.84% 25
2024
Q2 		$13.3M Buy
171,460
+2,390
+1% +$181K 0.73% 28
2024
Q1 		$12.1M Sell
169,070
-4,554
-3% -$314K 0.7% 32
2023
Q4 		$12.2M Buy
173,624
+4,257
+3% +$292K 0.77% 28
2023
Q3 		$11M Buy
169,367
+9,240
+6% +$641K 0.77% 31
2023
Q2 		$11.2M Buy
160,127
+6
+0% +$430 0.76% 31
2023
Q1 		$11.1M Sell
160,121
-1,269
-0.8% -$85.4K 0.79% 34
2022
Q4 		$11.5M Buy
161,390
+1,535
+1% +$103K 0.87% 32
2022
Q3 		$10.9M Buy
159,855
+5,464
+4% +$414K 0.86% 26
2022
Q2 		$11M Buy
154,391
+3,274
+2% +$240K 0.84% 29
2022
Q1 		$11M Buy
151,117
+1,909
+1% +$129K 0.75% 34
2021
Q4 		$10.2M Buy
149,208
+1,806
+1% +$115K 0.68% 44
2021
Q3 		$9.13M Buy
147,402
+368
+0.3% +$23.7K 0.68% 43
2021
Q2 		$9.14M Hold
147,034
– – 0.74% 37
2021
Q1 		$9.14M Buy
147,034
+703
+0.5% +$42.1K 0.74% 37
2020
Q4 		$8.99M Buy
146,331
+5,706
+4% +$343K 0.78% 36
2020
Q3 		$7.63M Buy
140,625
+961
+0.7% +$51.4K 0.66% 44
2020
Q2 		$7.24M Buy
139,664
+1,557
+1% +$86.6K 0.7% 39
2020
Q1 		$7.48M Buy
138,107
+1,836
+1% +$116K 0.87% 29
2019
Q4 		$8.68M Sell
136,271
-508
-0.4% -$31.5K 0.81% 33
2019
Q3 		$8.45M Buy
136,779
+6,412
+5% +$372K 0.87% 28
2019
Q2 		$7.21M Buy
130,367
+3,830
+3% +$205K 0.76% 32
2019
Q1 		$6.54M Buy
126,537
+659
+0.5% +$32.3K 0.73% 34
2018
Q4 		$5.53M Sell
125,878
-115
-0.1% -$5.23K 0.69% 40
2018
Q3 		$5.49M Sell
125,993
-35
-0% -$1.61K 0.59% 47
2018
Q2 		$5.84M Sell
126,028
-1,547
-1% -$69.2K 0.66% 39
2018
Q1 		$5.7M Sell
127,575
-50,391
-28% -$2.24M 0.66% 38
2017
Q4 		$8.56M Sell
177,966
-12,378
-7% -$631K 1.01% 21
2017
Q3 		$9.35M Sell
190,344
-1,660
-0.9% -$80.5K 1.16% 17
2017
Q2 		$9.19M Sell
192,004
-641
-0.3% -$32.1K 1.16% 15
2017
Q1 		$9.59M Buy
192,645
+3,260
+2% +$161K 1.23% 12
2016
Q4 		$9.32M Buy
189,385
+131
+0.1% +$6.44K 1.28% 13
2016
Q3 		$9.71M Sell
189,254
-946
-0.5% -$49.8K 1.43% 11
2016
Q2 		$10.2M Sell
190,200
-2,375
-1% -$119K 1.5% 8
2016
Q1 		$9.96M Buy
192,575
+19,822
+11% +$966K 1.49% 9
2015
Q4 		$8.08M Buy
172,753
+4,052
+2% +$184K 1.18% 12
2015
Q3 		$7.54M Buy
168,701
+3,208
+2% +$141K 1.19% 13
2015
Q2 		$6.93M Buy
165,493
+2,832
+2% +$123K 1.08% 15
2015
Q1 		$7.2M Buy
162,661
+3,702
+2% +$176K 1.09% 14
2014
Q4 		$7.81M Buy
158,959
+1,590
+1% +$75.1K 1.2% 13
2014
Q3 		$6.87M Buy
157,369
+9,902
+7% +$435K 1.09% 17
2014
Q2 		$6.69M Buy
147,467
+15,648
+12% +$692K 1.06% 17
2014
Q1 		$5.79M Buy
131,819
+7,347
+6% +$308K 0.97% 17
2013
Q4 		$5.12M Sell
124,472
-13,398
-10% -$553K 0.86% 19
2013
Q3 		$5.68M Buy
137,870
+5,137
+4% +$221K 1.02% 18
2013
Q2 		$5.86M Buy
+132,733
New +$6.1M 1.09% 18

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

Leavell Investment Management's SO Position: Q2 2026 in Review

Leavell Investment Management increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $304K and bringing the position to 188,777 shares worth $18.1M. The position accounts for 0.66% of the portfolio, ranked #28.

Leavell Investment Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Leavell Investment Management held 188,777 shares of Southern Company worth $18.1M as of Q2 2026.
  • Leavell Investment Management bought 3,230 Southern Company shares in Q2 2026, an estimated $304K.
  • Southern Company made up 0.66% of Leavell Investment Management's portfolio in Q2 2026, its #28 holding.
  • Leavell Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.