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 Q3	$267K	Sell	3,217 -50	-2%	-$4.56K	0.1%	74
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Leslie Global Wealth's SO Position: Q3 2026 in Review

Leslie Global Wealth reduced its Southern Company (SO) stake by 1.5% in Q3 2026, selling an estimated $4.56K and leaving 3,217 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #74.

Leslie Global Wealth first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $422K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Leslie Global Wealth held 3,217 shares of Southern Company worth $267K as of Q3 2026.
Leslie Global Wealth sold 50 Southern Company shares in Q3 2026, an estimated $4.56K.
Southern Company made up 0.1% of Leslie Global Wealth's portfolio in Q3 2026, its #74 holding.
Leslie Global Wealth first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Leslie Global Wealth's Southern Company position peaked at $422K in Q3 2024.
1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.