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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 		$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% -$4.57K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Legacy Edge Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,529 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #217.

Legacy Edge Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $259K in Q3 2025. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Edge Advisors held 2,529 shares of Southern Company worth $242K as of Q2 2026.
  • Legacy Edge Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #217 holding.
  • Legacy Edge Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Legacy Edge Advisors's Southern Company position peaked at $259K in Q3 2025.
  • 2,368 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.