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Legacy Financial Independent Advisors’s Southern Company SO Stock Holding History

Legacy Financial Independent 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 		$3.13M Sell
32,657
-31,865
-49% -$3M 1.47% 26
2026
Q1 		$6.23M Buy
+64,522
New +$5.97M 3.24% 5

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 Independent Advisors's SO Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Southern Company (SO) stake by 49% in Q2 2026, selling an estimated $3M and leaving 32,657 shares worth $3.13M. The position accounts for 1.47% of the portfolio, ranked #26.

Legacy Financial Independent Advisors first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.23M in Q1 2026. 2,344 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Financial Independent Advisors held 32,657 shares of Southern Company worth $3.13M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 31,865 Southern Company shares in Q2 2026, an estimated $3M.
  • Southern Company made up 1.47% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #26 holding.
  • Legacy Financial Independent Advisors first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Southern Company position peaked at $6.23M in Q1 2026.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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