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Legacy Wealth Asset Management’s Southern Company SO Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$1.05M Buy
12,692
+3,950
+45% +$360K 0.23% 125
2026
Q2 		$837K Sell
8,742
-66
-0.7% -$6.21K 0.18% 154
2026
Q1 		$850K Buy
8,808
+25
+0.3% +$2.31K 0.21% 150
2025
Q4 		$766K Sell
8,783
-123
-1% -$11.2K 0.19% 167
2025
Q3 		$844K Sell
8,906
-918
-9% -$85.7K 0.21% 133
2025
Q2 		$902K Sell
9,824
-45
-0.5% -$4.04K 0.23% 111
2025
Q1 		$907K Sell
9,869
-164
-2% -$14.2K 0.25% 102
2024
Q4 		$826K Sell
10,033
-129
-1% -$11.3K 0.22% 118
2024
Q3 		$916K Sell
10,162
-26
-0.3% -$2.22K 0.25% 107
2024
Q2 		$790K Sell
10,188
-1,095
-10% -$83K 0.22% 120
2024
Q1 		$809K Buy
11,283
+124
+1% +$8.56K 0.23% 122
2023
Q4 		$782K Buy
11,159
+5
+0% +$343 0.26% 113
2023
Q3 		$722K Sell
11,154
-2
-0% -$139 0.26% 117
2023
Q2 		$784K Sell
11,156
-441
-4% -$31.6K 0.27% 103
2023
Q1 		$807K Buy
11,597
+13
+0.1% +$875 0.29% 101
2022
Q4 		$827K Buy
11,584
+195
+2% +$13K 0.32% 104
2022
Q3 		$774K Sell
11,389
-2,856
-20% -$216K 0.34% 95
2022
Q2 		$1.02M Sell
14,245
-5
-0% -$367 0.41% 73
2022
Q1 		$1.03M Buy
14,250
+341
+2% +$23.1K 0.37% 89
2021
Q4 		$954K Buy
13,909
+1,226
+10% +$78.2K 0.32% 118
2021
Q3 		$786K Buy
12,683
+134
+1% +$8.63K 0.36% 112
2021
Q2 		$759K Buy
12,549
+314
+3% +$20.1K 0.34% 123
2021
Q1 		$761K Buy
12,235
+291
+2% +$17.4K 0.35% 111
2020
Q4 		$734K Buy
+11,944
New +$718K 0.37% 99

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Legacy Wealth Asset Management's SO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Southern Company (SO) stake by 45% in Q3 2026, buying an estimated $360K and bringing the position to 12,692 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #125.

Legacy Wealth Asset Management first reported a position in SO in Q4 2020 and has held it in 24 quarters since. 116 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Legacy Wealth Asset Management held 12,692 shares of Southern Company worth $1.05M as of Q3 2026.
  • Legacy Wealth Asset Management bought 3,950 Southern Company shares in Q3 2026, an estimated $360K.
  • Southern Company made up 0.23% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #125 holding.
  • Legacy Wealth Asset Management first reported a position in Southern Company in Q4 2020 and has held it in 24 quarters since.
  • 116 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.