LAM
SO icon

Lewis Asset Management’s Southern Company SO Stock Holding History

Lewis 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 		$244K Hold
2,545
– – 0.09% 195
2026
Q1 		$246K Hold
2,545
– – 0.1% 174
2025
Q4 		$222K Buy
2,545
+3
+0.1% +$274 0.09% 170
2025
Q3 		$241K Buy
+2,542
New +$237K 0.1% 169

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Lewis Asset Management held its Southern Company (SO) position steady in Q2 2026 at 2,545 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #195.

Lewis Asset Management first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 1,135 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lewis Asset Management held 2,545 shares of Southern Company worth $244K as of Q2 2026.
  • Lewis Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.09% of Lewis Asset Management's portfolio in Q2 2026, its #195 holding.
  • Lewis Asset Management first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Lewis Asset Management's Southern Company position peaked at $246K in Q1 2026.
  • 1,135 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.