Leo Wealth LLC’s Southern Company SO Stock Holding History

Leo Wealth LLC’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 Q1	$992K	Buy	10,280 +123	+1%	+$11.4K	0.07%	184
2025 Q4	$886K	Buy	10,157 +5,617	+124%	+$513K	0.06%	197
2025 Q3	$430K	Sell	4,540 -27,763	-86%	-$2.59M	0.06%	197
2025 Q2	$2.97M	Buy	32,303 +5,861	+22%	+$526K	0.23%	85
2025 Q1	$2.43M	Sell	26,442 -2,507	-9%	-$217K	0.35%	59
2024 Q4	$2.38M	Buy	28,949 +3,405	+13%	+$299K	0.21%	85
2024 Q3	$2.3M	Buy	25,544 +634	+3%	+$54.2K	0.21%	82
2024 Q2	$1.93M	Buy	24,910 +464	+2%	+$35.2K	0.2%	92
2024 Q1	$1.75M	Buy	24,446 +16,962	+227%	+$1.17M	0.18%	96
2023 Q4	$523K	Buy	+7,484	New	+$514K	0.05%	201

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Leo Wealth LLC's SO Position: Q1 2026 in Review

Leo Wealth LLC increased its Southern Company (SO) stake by 1.2% in Q1 2026, buying an estimated $11.4K and bringing the position to 10,280 shares worth $992K. The position accounts for 0.07% of the portfolio, ranked #184.

Leo Wealth LLC first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q2 2025. 2,361 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Leo Wealth LLC held 10,280 shares of Southern Company worth $992K as of Q1 2026.
Leo Wealth LLC bought 123 Southern Company shares in Q1 2026, an estimated $11.4K.
Southern Company made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #184 holding.
Leo Wealth LLC first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Southern Company position peaked at $2.97M in Q2 2025.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.