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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lido Advisors's SO Position: Q2 2026 in Review

Lido Advisors increased its Southern Company (SO) stake by 57% in Q2 2026, buying an estimated $5.6M and bringing the position to 163,484 shares worth $15.6M. The position accounts for 0.04% of the portfolio, ranked #268.

Lido Advisors first reported a position in SO in Q2 2016 and has held it in 41 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Lido Advisors held 163,484 shares of Southern Company worth $15.6M as of Q2 2026.
Lido Advisors bought 59,481 Southern Company shares in Q2 2026, an estimated $5.6M.
Southern Company made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #268 holding.
Lido Advisors first reported a position in Southern Company in Q2 2016 and has held it in 41 quarters since.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.