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Lee, Danner & Bass’s Southern Company SO Stock Holding History

Lee, Danner & Bass’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 		$466K Sell
4,870
-50
-1% -$4.71K 0.03% 193
2026
Q1 		$475K Hold
4,920
– – 0.03% 192
2025
Q4 		$429K Hold
4,920
– – 0.03% 184
2025
Q3 		$466K Hold
4,920
– – 0.03% 179
2025
Q2 		$452K Hold
4,920
– – 0.04% 173
2025
Q1 		$452K Hold
4,920
– – 0.04% 172
2024
Q4 		$405K Hold
4,920
– – 0.03% 184
2024
Q3 		$444K Sell
4,920
-100
-2% -$8.54K 0.03% 174
2024
Q2 		$389K Buy
+5,020
New +$380K 0.03% 178
2023
Q4 		$354K Sell
5,049
-230
-4% -$15.8K 0.03% 176
2023
Q3 		$342K Hold
5,279
– – 0.03% 176
2023
Q2 		$371K Buy
5,279
+38
+0.7% +$2.73K 0.03% 170
2023
Q1 		$365K Buy
5,241
+21
+0.4% +$1.41K 0.03% 168
2022
Q4 		$373K Buy
5,220
+59
+1% +$3.94K 0.04% 162
2022
Q3 		$351K Buy
5,161
+16
+0.3% +$1.21K 0.04% 163
2022
Q2 		$367K Sell
5,145
-714
-12% -$52.4K 0.04% 163
2022
Q1 		$425K Sell
5,859
-11
-0.2% -$745 0.04% 163
2021
Q4 		$403K Sell
5,870
-691
-11% -$44.1K 0.03% 160
2021
Q3 		$407K Buy
6,561
+17
+0.3% +$1.09K 0.04% 159
2021
Q2 		$396K Buy
6,544
+18
+0.3% +$1.15K 0.04% 160
2021
Q1 		$406K Buy
6,526
+349
+6% +$20.9K 0.04% 155
2020
Q4 		$379K Buy
6,177
+17
+0.3% +$1.02K 0.04% 156
2020
Q3 		$334K Buy
6,160
+21
+0.3% +$1.12K 0.04% 150
2020
Q2 		$318K Sell
6,139
-61
-1% -$3.39K 0.04% 149
2020
Q1 		$336K Sell
6,200
-10
-0.2% -$634 0.05% 142
2019
Q4 		$396K Sell
6,210
-183
-3% -$11.3K 0.04% 148
2019
Q3 		$395K Buy
+6,393
New +$371K 0.04% 150

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Lee, Danner & Bass's SO Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Southern Company (SO) stake by 1% in Q2 2026, selling an estimated $4.71K and leaving 4,870 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #193.

Lee, Danner & Bass first reported a position in SO in Q3 2019 and has held it in 27 quarters since. The position peaked at $475K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lee, Danner & Bass held 4,870 shares of Southern Company worth $466K as of Q2 2026.
  • Lee, Danner & Bass sold 50 Southern Company shares in Q2 2026, an estimated $4.71K.
  • Southern Company made up 0.03% of Lee, Danner & Bass's portfolio in Q2 2026, its #193 holding.
  • Lee, Danner & Bass first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
  • Lee, Danner & Bass's Southern Company position peaked at $475K in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.