Lido Advisors’s Southern Company SO Stock Holding History

Lido 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
2024 Q4	–	Sell	-4,000	Closed	-$361K	–	1591
2024 Q3	$361K	Hold	4,000	–	–	﹤0.01%	1086
2024 Q2	$310K	Hold	4,000	–	–	﹤0.01%	1104
2024 Q1	$287K	Hold	4,000	–	–	﹤0.01%	1121
2023 Q4	$280K	Hold	4,000	–	–	﹤0.01%	1059
2023 Q3	$259K	Hold	4,000	–	–	﹤0.01%	979
2023 Q2	$281K	Buy	4,000 +2,700	+208%	+$194K	﹤0.01%	963
2023 Q1	$90.5K	Hold	1,300	–	–	﹤0.01%	1087
2022 Q4	$92.8K	Buy	+1,300	New	+$86.9K	﹤0.01%	966

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lido Advisors's SO Position: Q1 2026 in Review

Lido Advisors increased its Southern Company (SO) stake by 8% in Q1 2026, buying an estimated $713K and bringing the position to 104,003 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #318.

Lido Advisors first reported a position in SO in Q2 2016 and has held it in 40 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Lido Advisors held 104,003 shares of Southern Company worth $10M as of Q1 2026.
Lido Advisors bought 7,704 Southern Company shares in Q1 2026, an estimated $713K.
Southern Company made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #318 holding.
Lido Advisors first reported a position in Southern Company in Q2 2016 and has held it in 40 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.