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Leonteq Securities AG’s Southern Company SO Stock Holding History

Leonteq Securities AG’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 		$65.1K Sell
680
-1,977
-74% -$186K ﹤0.01% 759
2026
Q1 		$256K Buy
2,657
+119
+5% +$11K 0.01% 554
2025
Q4 		$221K Buy
2,538
+891
+54% +$81.3K 0.01% 645
2025
Q3 		$156K Buy
1,647
+848
+106% +$79.2K ﹤0.01% 646
2025
Q2 		$73.4K Sell
799
-193
-19% -$17.3K ﹤0.01% 777
2025
Q1 		$91.2K Buy
992
+219
+28% +$19K 0.01% 721
2024
Q4 		$63.6K Sell
773
-174
-18% -$15.3K ﹤0.01% 783
2024
Q3 		$85.4K Buy
947
+465
+96% +$39.7K 0.01% 651
2024
Q2 		$37.4K Buy
482
+15
+3% +$1.14K ﹤0.01% 821
2024
Q1 		$33.5K Sell
467
-219
-32% -$15.1K ﹤0.01% 847
2023
Q4 		$48.1K Buy
686
+64
+10% +$4.39K ﹤0.01% 799
2023
Q3 		$40.3K Sell
622
-2
-0.3% -$139 ﹤0.01% 836
2023
Q2 		$43.8K Hold
624
– – ﹤0.01% 855
2023
Q1 		$43.4K Hold
624
– – ﹤0.01% 829
2022
Q4 		$44.6K Sell
624
-1
-0.2% -$67 ﹤0.01% 848
2022
Q3 		$42.5K Buy
625
+622
+20,733% +$47.1K ﹤0.01% 835
2022
Q2 		$214 Sell
3
-68
-96% -$4.99K ﹤0.01% 1246
2022
Q1 		$5.15K Sell
71
-224
-76% -$15.2K ﹤0.01% 1163
2021
Q4 		$20.2K Sell
295
-613
-68% -$39.1K ﹤0.01% 1041
2021
Q3 		$56.3K Sell
908
-338
-27% -$21.8K ﹤0.01% 822
2021
Q2 		$75.4K Sell
1,246
-842
-40% -$53.8K ﹤0.01% 775
2021
Q1 		$130K Buy
2,088
+230
+12% +$13.8K 0.01% 621
2020
Q4 		$114K Buy
+1,858
New +$112K 0.01% 659

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

Leonteq Securities AG's SO Position: Q2 2026 in Review

Leonteq Securities AG reduced its Southern Company (SO) stake by 74% in Q2 2026, selling an estimated $186K and leaving 680 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Leonteq Securities AG first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $256K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Leonteq Securities AG held 680 shares of Southern Company worth $65.1K as of Q2 2026.
  • Leonteq Securities AG sold 1,977 Southern Company shares in Q2 2026, an estimated $186K.
  • Southern Company made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #759 holding.
  • Leonteq Securities AG first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Leonteq Securities AG's Southern Company position peaked at $256K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.