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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
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

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

Lebenthal Global Advisors's SO Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $40.2K and bringing the position to 17,448 shares worth $1.67M. The position accounts for 0.23% of the portfolio, ranked #73.

Lebenthal Global Advisors first reported a position in SO in Q4 2020 and has held it in 23 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lebenthal Global Advisors held 17,448 shares of Southern Company worth $1.67M as of Q2 2026.
  • Lebenthal Global Advisors bought 427 Southern Company shares in Q2 2026, an estimated $40.2K.
  • Southern Company made up 0.23% of Lebenthal Global Advisors's portfolio in Q2 2026, its #73 holding.
  • Lebenthal Global Advisors first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.