Lifeworks Advisors’s Southern Company SO Stock Holding History

Lifeworks 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 Q1	$7.95M	Buy	82,319 +13,637	+20%	+$1.26M	1.02%	23
2025 Q4	$5.99M	Buy	68,682 +17,905	+35%	+$1.63M	0.78%	36
2025 Q3	$4.81M	Sell	50,777 -36,096	-42%	-$3.37M	0.64%	57
2025 Q2	$7.98M	Buy	86,873 +1,594	+2%	+$143K	1.19%	19
2025 Q1	$7.84M	Buy	85,279 +20,953	+33%	+$1.81M	1.3%	18
2024 Q4	$5.3M	Buy	64,326 +58,769	+1,058%	+$5.16M	0.96%	28
2024 Q3	$501K	Buy	5,557 +1,510	+37%	+$129K	0.1%	161
2024 Q2	$314K	Buy	4,047 +579	+17%	+$43.9K	0.09%	172
2024 Q1	$249K	Sell	3,468 -212	-6%	-$14.6K	0.07%	205
2023 Q4	$258K	Sell	3,680 -337	-8%	-$23.1K	0.09%	175
2023 Q3	$260K	Buy	+4,017	New	+$279K	0.1%	162

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

Lifeworks Advisors's SO Position: Q1 2026 in Review

Lifeworks Advisors increased its Southern Company (SO) stake by 20% in Q1 2026, buying an estimated $1.26M and bringing the position to 82,319 shares worth $7.95M. The position accounts for 1.02% of the portfolio, ranked #23.

Lifeworks Advisors first reported a position in SO in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.98M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Lifeworks Advisors held 82,319 shares of Southern Company worth $7.95M as of Q1 2026.
Lifeworks Advisors bought 13,637 Southern Company shares in Q1 2026, an estimated $1.26M.
Southern Company made up 1.02% of Lifeworks Advisors's portfolio in Q1 2026, its #23 holding.
Lifeworks Advisors first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
Lifeworks Advisors's Southern Company position peaked at $7.98M in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.