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Legacy Financial Strategies’s Southern Company SO Stock Holding History

Legacy Financial Strategies’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 		$568K Hold
5,938
– – 0.09% 82
2026
Q1 		$573K Sell
5,938
-132
-2% -$12.2K 0.1% 76
2025
Q4 		$529K Sell
6,070
-197
-3% -$18K 0.09% 78
2025
Q3 		$594K Buy
6,267
+292
+5% +$27.3K 0.11% 74
2025
Q2 		$549K Sell
5,975
-19
-0.3% -$1.71K 0.11% 72
2025
Q1 		$551K Sell
5,994
-15
-0.2% -$1.3K 0.12% 67
2024
Q4 		$493K Buy
+6,009
New +$527K 0.11% 73

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Financial Strategies's SO Position: Q2 2026 in Review

Legacy Financial Strategies held its Southern Company (SO) position steady in Q2 2026 at 5,938 shares worth $568K. The position accounts for 0.09% of the portfolio, ranked #82.

Legacy Financial Strategies first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Financial Strategies held 5,938 shares of Southern Company worth $568K as of Q2 2026.
  • Legacy Financial Strategies left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.09% of Legacy Financial Strategies's portfolio in Q2 2026, its #82 holding.
  • Legacy Financial Strategies first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Legacy Financial Strategies's Southern Company position peaked at $594K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.