Leslie Global Wealth’s Southern Company SO Stock Holding History

Leslie Global Wealth’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	$313K	Sell	3,267 -140	-4%	-$13.2K	0.12%	68
2026 Q1	$329K	Buy	3,407 +172	+5%	+$15.9K	0.17%	54
2025 Q4	$282K	Sell	3,235 -155	-5%	-$14.2K	0.13%	59
2025 Q3	$321K	Buy	3,390 +4	+0.1%	+$373	0.15%	55
2025 Q2	$311K	Buy	3,386 +7	+0.2%	+$629	0.17%	55
2025 Q1	$311K	Buy	+3,379	New	+$293K	0.15%	56
2024 Q4	–	Sell	-4,678	Closed	-$422K	–	78
2024 Q3	$422K	Buy	+4,678	New	+$400K	0.21%	42

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Leslie Global Wealth's SO Position: Q2 2026 in Review

Leslie Global Wealth reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $13.2K and leaving 3,267 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #68.

Leslie Global Wealth first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $422K in Q3 2024. 1,155 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Leslie Global Wealth held 3,267 shares of Southern Company worth $313K as of Q2 2026.
Leslie Global Wealth sold 140 Southern Company shares in Q2 2026, an estimated $13.2K.
Southern Company made up 0.12% of Leslie Global Wealth's portfolio in Q2 2026, its #68 holding.
Leslie Global Wealth first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Leslie Global Wealth's Southern Company position peaked at $422K in Q3 2024.
1,155 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.