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LGT Financial Advisors’s Southern Company SO Stock Holding History

LGT Financial 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 		– Sell
-87
Closed -$8.4K – 255
2026
Q1 		$8.4K Hold
87
– – 0.04% 155
2025
Q4 		$7.59K Hold
87
– – 0.05% 161
2025
Q3 		$8.24K Hold
87
– – 0.02% 251
2025
Q2 		$7.99K Buy
+87
New +$7.81K 0.02% 231

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LGT Financial Advisors's SO Position: Q2 2026 in Review

LGT Financial Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 87 shares — an estimated $8.4K sold.

LGT Financial Advisors first reported a position in SO in Q2 2025 and held it in 4 quarters. The position peaked at $8.4K in Q1 2026. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LGT Financial Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 87 Southern Company shares in Q2 2026, an estimated $8.4K.
  • LGT Financial Advisors first reported a position in Southern Company in Q2 2025 and held it in 4 quarters.
  • LGT Financial Advisors's Southern Company position peaked at $8.4K in Q1 2026.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.