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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
Q2 		$251K Buy
2,729
+200
+8% +$18.8K 0.03% 181
2026
Q1 		$244K Sell
2,529
-150
-6% -$13.9K 0.03% 204
2025
Q4 		$234K Buy
+2,679
New +$245K 0.03% 203

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Legacy Edge Advisors's SO Position: Q2 2026 in Review

Legacy Edge Advisors increased its Southern Company (SO) stake by 7.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,729 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #181.

Legacy Edge Advisors first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 1,649 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Edge Advisors held 2,729 shares of Southern Company worth $251K as of Q2 2026.
  • Legacy Edge Advisors bought 200 Southern Company shares in Q2 2026, an estimated $18.8K.
  • Southern Company made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #181 holding.
  • Legacy Edge Advisors first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.