LA
SO icon

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
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

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LexAurum Advisors's SO Position: Q2 2026 in Review

LexAurum Advisors increased its Southern Company (SO) stake by 3.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,089 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #340.

LexAurum Advisors first reported a position in SO in Q4 2021 and has held it in 12 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LexAurum Advisors held 3,089 shares of Southern Company worth $296K as of Q2 2026.
  • LexAurum Advisors bought 114 Southern Company shares in Q2 2026, an estimated $10.7K.
  • Southern Company made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #340 holding.
  • LexAurum Advisors first reported a position in Southern Company in Q4 2021 and has held it in 12 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.