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Legacy Advisors’s Southern Company SO Stock Holding History

Legacy 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 		$284K Buy
2,967
+497
+20% +$46.8K 0.03% 257
2026
Q1 		$238K Sell
2,470
-215
-8% -$19.9K 0.03% 247
2025
Q4 		$234K Buy
+2,685
New +$245K 0.03% 256
2025
Q2 		– Sell
-4,240
Closed -$390K – 346
2025
Q1 		$390K Sell
4,240
-4,643
-52% -$402K 0.04% 295
2024
Q4 		$731K Buy
8,883
+766
+9% +$67.2K 0.07% 206
2024
Q3 		$732K Buy
8,117
+1,927
+31% +$165K 0.08% 196
2024
Q2 		$480K Buy
+6,190
New +$469K 0.06% 213
2017
Q4 		– Sell
-60
Closed -$2K – 419
2017
Q3 		$2K Buy
+60
New +$2.91K ﹤0.01% 327

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

Legacy Advisors's SO Position: Q2 2026 in Review

Legacy Advisors increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $46.8K and bringing the position to 2,967 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #257.

Legacy Advisors first reported a position in SO in Q3 2017 and has held it in 8 quarters since. The position peaked at $732K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Advisors held 2,967 shares of Southern Company worth $284K as of Q2 2026.
  • Legacy Advisors bought 497 Southern Company shares in Q2 2026, an estimated $46.8K.
  • Southern Company made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #257 holding.
  • Legacy Advisors first reported a position in Southern Company in Q3 2017 and has held it in 8 quarters since.
  • Legacy Advisors's Southern Company position peaked at $732K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.