Lebenthal Global Advisors
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Lebenthal Global Advisors’s Southern Company SO Stock Holding History

Lebenthal Global Advisors’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
Q3 		$1.51M Buy
18,209
+761
+4% +$69.3K 0.2% 85
2026
Q2 		$1.67M Buy
17,448
+427
+3% +$40.2K 0.23% 73
2026
Q1 		$1.64M Buy
17,021
+700
+4% +$64.8K 0.24% 68
2025
Q4 		$1.42M Buy
16,321
+992
+6% +$90.6K 0.22% 74
2025
Q3 		$1.45M Buy
15,329
+618
+4% +$57.7K 0.25% 68
2025
Q2 		$1.35M Buy
14,711
+119
+0.8% +$10.7K 0.25% 64
2025
Q1 		$1.34M Buy
14,592
+1,084
+8% +$93.8K 0.25% 52
2024
Q4 		$1.11M Buy
13,508
+827
+7% +$72.6K 0.2% 78
2024
Q3 		$1.14M Buy
12,681
+6,089
+92% +$520K 0.23% 63
2024
Q2 		$511K Buy
6,592
+1,124
+21% +$85.2K 0.11% 109
2024
Q1 		$392K Buy
5,468
+209
+4% +$14.4K 0.09% 135
2023
Q4 		$369K Sell
5,259
-32
-0.6% -$2.2K 0.09% 134
2023
Q3 		$342K Hold
5,291
– – 0.1% 99
2023
Q2 		$372K Buy
5,291
+40
+0.8% +$2.87K 0.11% 89
2023
Q1 		$365K Sell
5,251
-150
-3% -$10.1K 0.11% 86
2022
Q4 		$386K Buy
5,401
+100
+2% +$6.69K 0.13% 87
2022
Q3 		$360K Hold
5,301
– – 0.16% 79
2022
Q2 		$378K Buy
5,301
+300
+6% +$22K 0.18% 88
2022
Q1 		$362K Buy
5,001
+50
+1% +$3.39K 0.15% 105
2021
Q4 		$339K Sell
4,951
-130
-3% -$8.29K 0.14% 115
2021
Q3 		$314K Hold
5,081
– – 0.2% 94
2021
Q2 		$307K Hold
5,081
– – 0.16% 117
2021
Q1 		$315K Sell
5,081
-788
-13% -$47.2K 0.19% 92
2020
Q4 		$360K Buy
+5,869
New +$353K 0.26% 50

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Lebenthal Global Advisors's SO Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Southern Company (SO) stake by 4.4% in Q3 2026, buying an estimated $69.3K and bringing the position to 18,209 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #85.

Lebenthal Global Advisors first reported a position in SO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Lebenthal Global Advisors held 18,209 shares of Southern Company worth $1.51M as of Q3 2026.
  • Lebenthal Global Advisors bought 761 Southern Company shares in Q3 2026, an estimated $69.3K.
  • Southern Company made up 0.2% of Lebenthal Global Advisors's portfolio in Q3 2026, its #85 holding.
  • Lebenthal Global Advisors first reported a position in Southern Company in Q4 2020 and has held it in 24 quarters since.
  • Lebenthal Global Advisors's Southern Company position peaked at $1.67M in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.