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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
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

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 Wealth Asset Management's SO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Southern Company (SO) stake by 0.75% in Q2 2026, selling an estimated $6.21K and leaving 8,742 shares worth $837K. The position accounts for 0.18% of the portfolio, ranked #154.

Legacy Wealth Asset Management first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Wealth Asset Management held 8,742 shares of Southern Company worth $837K as of Q2 2026.
  • Legacy Wealth Asset Management sold 66 Southern Company shares in Q2 2026, an estimated $6.21K.
  • Southern Company made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #154 holding.
  • Legacy Wealth Asset Management first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Southern Company position peaked at $1.03M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.