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Legacy Financial Advisors’s Southern Company SO Stock Holding History

Legacy Financial 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 		$611K Buy
6,387
+656
+11% +$61.8K 0.07% 213
2026
Q1 		$553K Buy
5,731
+741
+15% +$68.5K 0.08% 222
2025
Q4 		$435K Sell
4,990
-766
-13% -$69.9K 0.06% 244
2025
Q3 		$546K Buy
5,756
+93
+2% +$8.68K 0.08% 220
2025
Q2 		$520K Buy
5,663
+238
+4% +$21.4K 0.08% 198
2025
Q1 		$499K Buy
5,425
+394
+8% +$34.1K 0.08% 194
2024
Q4 		$414K Sell
5,031
-1
-0% -$88 0.07% 223
2024
Q3 		$454K Sell
5,032
-123
-2% -$10.5K 0.08% 211
2024
Q2 		$400K Buy
5,155
+138
+3% +$10.5K 0.07% 209
2024
Q1 		$360K Buy
5,017
+142
+3% +$9.8K 0.06% 217
2023
Q4 		$342K Buy
4,875
+371
+8% +$25.5K 0.07% 212
2023
Q3 		$292K Buy
4,504
+222
+5% +$15.4K 0.06% 205
2023
Q2 		$301K Sell
4,282
-310
-7% -$22.2K 0.06% 198
2023
Q1 		$320K Sell
4,592
-118
-3% -$7.95K 0.07% 180
2022
Q4 		$336K Buy
+4,710
New +$315K 0.07% 160
2019
Q2 		– Sell
-507
Closed -$26K – 778
2019
Q1 		$26K Buy
507
+188
+59% +$9.21K 0.01% 405
2018
Q4 		$14K Buy
319
+221
+226% +$10K 0.01% 491
2018
Q3 		$4K Hold
98
– – ﹤0.01% 738
2018
Q2 		$5K Hold
98
– – ﹤0.01% 708
2018
Q1 		$4K Sell
98
-55
-36% -$2.44K ﹤0.01% 694
2017
Q4 		$7K Buy
+153
New +$7.8K ﹤0.01% 578

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 $3.37T AUM 44.26% 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 Financial Advisors's SO Position: Q2 2026 in Review

Legacy Financial Advisors increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $61.8K and bringing the position to 6,387 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #213.

Legacy Financial Advisors first reported a position in SO in Q4 2017 and has held it in 21 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Financial Advisors held 6,387 shares of Southern Company worth $611K as of Q2 2026.
  • Legacy Financial Advisors bought 656 Southern Company shares in Q2 2026, an estimated $61.8K.
  • Southern Company made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Legacy Financial Advisors first reported a position in Southern Company in Q4 2017 and has held it in 21 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.