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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
Q2 		$8.88M Buy
92,809
+10,490
+13% +$988K 0.93% 30
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lifeworks Advisors's SO Position: Q2 2026 in Review

Lifeworks Advisors increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $988K and bringing the position to 92,809 shares worth $8.88M. The position accounts for 0.93% of the portfolio, ranked #30.

Lifeworks Advisors first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lifeworks Advisors held 92,809 shares of Southern Company worth $8.88M as of Q2 2026.
  • Lifeworks Advisors bought 10,490 Southern Company shares in Q2 2026, an estimated $988K.
  • Southern Company made up 0.93% of Lifeworks Advisors's portfolio in Q2 2026, its #30 holding.
  • Lifeworks Advisors first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.