LeConte Wealth Management
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LeConte Wealth Management’s Southern Company SO Stock Holding History

LeConte Wealth 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
Q3 		$1.48M Sell
17,802
-1,112
-6% -$101K 0.79% 29
2026
Q2 		$1.81M Buy
18,914
+8,650
+84% +$814K 0.99% 19
2026
Q1 		$991K Buy
10,264
+4,908
+92% +$454K 0.64% 32
2025
Q4 		$467K Buy
+5,356
New +$489K 0.31% 50

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

LeConte Wealth Management's SO Position: Q3 2026 in Review

LeConte Wealth Management reduced its Southern Company (SO) stake by 5.9% in Q3 2026, selling an estimated $101K and leaving 17,802 shares worth $1.48M. The position accounts for 0.79% of the portfolio, ranked #29.

LeConte Wealth Management first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q2 2026. 748 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • LeConte Wealth Management held 17,802 shares of Southern Company worth $1.48M as of Q3 2026.
  • LeConte Wealth Management sold 1,112 Southern Company shares in Q3 2026, an estimated $101K.
  • Southern Company made up 0.79% of LeConte Wealth Management's portfolio in Q3 2026, its #29 holding.
  • LeConte Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Southern Company position peaked at $1.81M in Q2 2026.
  • 748 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.