Legacy Advisors
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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
Q3 		$238K Sell
2,867
-100
-3% -$9.11K 0.02% 277
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
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

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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Legacy Advisors's SO Position: Q3 2026 in Review

Legacy Advisors reduced its Southern Company (SO) stake by 3.4% in Q3 2026, selling an estimated $9.11K and leaving 2,867 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #277.

Legacy Advisors first reported a position in SO in Q3 2017 and has held it in 9 quarters since. The position peaked at $732K in Q3 2024. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Legacy Advisors held 2,867 shares of Southern Company worth $238K as of Q3 2026.
  • Legacy Advisors sold 100 Southern Company shares in Q3 2026, an estimated $9.11K.
  • Southern Company made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #277 holding.
  • Legacy Advisors first reported a position in Southern Company in Q3 2017 and has held it in 9 quarters since.
  • Legacy Advisors's Southern Company position peaked at $732K in Q3 2024.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.