Legacy Edge Advisors
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Legacy Edge Advisors’s Southern Company SO Stock Holding History

Legacy Edge 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 		– Sell
-2,529
Closed -$242K – 258
2026
Q2 		$242K Hold
2,529
– – 0.02% 217
2026
Q1 		$244K Sell
2,529
-150
-6% -$13.9K 0.03% 204
2025
Q4 		$234K Sell
2,679
-50
-2% -$4.56K 0.03% 203
2025
Q3 		$259K Hold
2,729
– – 0.03% 182
2025
Q2 		$251K Buy
2,729
+15
+0.6% +$1.35K 0.03% 181
2025
Q1 		$250K Sell
2,714
-29
-1% -$2.51K 0.04% 165
2024
Q4 		$226K Buy
2,743
+472
+21% +$41.4K 0.04% 167
2024
Q3 		$205K Buy
+2,271
New +$194K 0.03% 179

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Legacy Edge Advisors's SO Position: Q3 2026 in Review

Legacy Edge Advisors sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,529 shares — an estimated $242K sold.

Legacy Edge Advisors first reported a position in SO in Q3 2024 and held it in 8 quarters. The position peaked at $259K in Q3 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Legacy Edge Advisors reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 2,529 Southern Company shares in Q3 2026, an estimated $242K.
  • Legacy Edge Advisors first reported a position in Southern Company in Q3 2024 and held it in 8 quarters.
  • Legacy Edge Advisors's Southern Company position peaked at $259K in Q3 2025.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.