LexAurum Advisors’s Southern Company SO Stock Holding History

LexAurum Advisors’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	$241K	Sell	2,904 -185	-6%	-$16.9K	0.03%	380
2026 Q2	$296K	Buy	3,089 +114	+4%	+$10.7K	0.03%	340
2026 Q1	$287K	Buy	+2,975	New	+$275K	0.04%	329
2025 Q3	$280K	Buy	2,959 +703	+31%	+$65.6K	0.04%	308
2025 Q2	$207K	Sell	2,256 -175	-7%	-$15.7K	0.03%	344
2025 Q1	$224K	Hold	2,431	–	–	0.04%	313
2024 Q4	$200K	Buy	2,431 +18	+0.7%	+$1.58K	0.04%	319
2024 Q3	$218K	Buy	+2,413	New	+$206K	0.05%	287
2023 Q1	–	Sell	-2,947	Closed	-$210K	–	265
2022 Q4	$210K	Buy	2,947 +2	+0.1%	+$134	0.08%	229
2022 Q3	$200K	Buy	2,945 +1	+0%	+$76	0.08%	226
2022 Q2	$210K	Buy	2,944 +30	+1%	+$2.2K	0.08%	221
2022 Q1	$211K	Sell	2,914 -10	-0.3%	-$677	0.07%	242
2021 Q4	$201K	Buy	+2,924	New	+$186K	0.07%	243

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LexAurum Advisors's SO Position: Q3 2026 in Review

LexAurum Advisors reduced its Southern Company (SO) stake by 6% in Q3 2026, selling an estimated $16.9K and leaving 2,904 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #380.

LexAurum Advisors first reported a position in SO in Q4 2021 and has held it in 13 quarters since. The position peaked at $296K in Q2 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

LexAurum Advisors held 2,904 shares of Southern Company worth $241K as of Q3 2026.
LexAurum Advisors sold 185 Southern Company shares in Q3 2026, an estimated $16.9K.
Southern Company made up 0.03% of LexAurum Advisors's portfolio in Q3 2026, its #380 holding.
LexAurum Advisors first reported a position in Southern Company in Q4 2021 and has held it in 13 quarters since.
LexAurum Advisors's Southern Company position peaked at $296K in Q2 2026.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.