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Leelyn Smith’s Southern Company SO Stock Holding History

Leelyn Smith’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 		$3.23M Buy
33,748
+934
+3% +$87.9K 0.39% 73
2026
Q1 		$3.17M Buy
32,814
+1,144
+4% +$106K 0.44% 68
2025
Q4 		$2.76M Buy
31,670
+3
+0% +$274 0.4% 70
2025
Q3 		$3M Buy
31,667
+476
+2% +$44.4K 0.45% 57
2025
Q2 		$2.86M Buy
31,191
+295
+1% +$26.5K 0.47% 55
2025
Q1 		$2.84M Sell
30,896
-777
-2% -$67.3K 0.5% 56
2024
Q4 		$2.61M Sell
31,673
-359
-1% -$31.5K 0.46% 61
2024
Q3 		$2.89M Buy
32,032
+35
+0.1% +$2.99K 0.52% 53
2024
Q2 		$2.48M Sell
31,997
-668
-2% -$50.6K 0.48% 55
2024
Q1 		$2.34M Buy
32,665
+58
+0.2% +$4K 0.47% 60
2023
Q4 		$2.29M Sell
32,607
-1,746
-5% -$120K 0.5% 54
2023
Q3 		$2.22M Buy
34,353
+154
+0.5% +$10.7K 0.54% 53
2023
Q2 		$2.4M Sell
34,199
-1,697
-5% -$122K 0.58% 49
2023
Q1 		$2.5M Buy
35,896
+1,010
+3% +$68K 0.64% 49
2022
Q4 		$2.49M Buy
34,886
+3,405
+11% +$228K 0.68% 45
2022
Q3 		$2.14M Sell
31,481
-66
-0.2% -$5K 0.74% 41
2022
Q2 		$2.25M Buy
31,547
+1,124
+4% +$82.5K 0.58% 48
2022
Q1 		$2.21M Buy
30,423
+1,156
+4% +$78.3K 0.58% 53
2021
Q4 		$2.01M Sell
29,267
-161
-0.5% -$10.3K 0.54% 54
2021
Q3 		$1.82M Buy
29,428
+257
+0.9% +$16.5K 0.53% 58
2021
Q2 		$1.76M Buy
29,171
+600
+2% +$38.4K 0.52% 59
2021
Q1 		$1.78M Buy
28,571
+1,957
+7% +$117K 0.53% 61
2020
Q4 		$1.64M Buy
26,614
+1,244
+5% +$74.8K 0.52% 58
2020
Q3 		$1.38M Buy
25,370
+18
+0.1% +$962 0.49% 57
2020
Q2 		$1.31M Sell
25,352
-328
-1% -$18.2K 0.54% 51
2020
Q1 		$1.39M Buy
25,680
+2,667
+12% +$169K 0.74% 35
2019
Q4 		$1.47K Buy
+23,013
New +$1.43M 0.71% 38

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leelyn Smith's SO Position: Q2 2026 in Review

Leelyn Smith increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $87.9K and bringing the position to 33,748 shares worth $3.23M. The position accounts for 0.39% of the portfolio, ranked #73.

Leelyn Smith first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Leelyn Smith held 33,748 shares of Southern Company worth $3.23M as of Q2 2026.
  • Leelyn Smith bought 934 Southern Company shares in Q2 2026, an estimated $87.9K.
  • Southern Company made up 0.39% of Leelyn Smith's portfolio in Q2 2026, its #73 holding.
  • Leelyn Smith first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.