Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s Southern Company SO Stock Holding History

Linden Thomas Advisory Services’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
Q3 		$2.66M Buy
32,121
+4,299
+15% +$392K 0.21% 147
2026
Q2 		$2.66M Buy
27,822
+1,286
+5% +$121K 0.21% 140
2026
Q1 		$2.56M Buy
26,536
+742
+3% +$68.6K 0.25% 128
2025
Q4 		$2.25M Buy
25,794
+692
+3% +$63.2K 0.23% 126
2025
Q3 		$2.38M Buy
25,102
+240
+1% +$22.4K 0.24% 122
2025
Q2 		$2.28M Buy
24,862
+1,044
+4% +$93.8K 0.25% 118
2025
Q1 		$2.19M Buy
23,818
+93
+0.4% +$8.05K 0.28% 110
2024
Q4 		$1.95M Buy
23,725
+13
+0.1% +$1.14K 0.25% 137
2024
Q3 		$2.14M Sell
23,712
-49
-0.2% -$4.19K 0.29% 106
2024
Q2 		$1.84M Sell
23,761
-83
-0.3% -$6.29K 0.28% 110
2024
Q1 		$1.71M Buy
23,844
+65
+0.3% +$4.49K 0.27% 130
2023
Q4 		$1.67M Buy
23,779
+1,115
+5% +$76.6K 0.31% 111
2023
Q3 		$1.47M Sell
22,664
-685
-3% -$47.5K 0.33% 111
2023
Q2 		$1.64M Buy
23,349
+648
+3% +$46.5K 0.36% 80
2023
Q1 		$1.58M Buy
22,701
+2,423
+12% +$163K 0.39% 82
2022
Q4 		$1.45M Buy
+20,278
New +$1.36M 0.41% 84

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Linden Thomas Advisory Services's SO Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its Southern Company (SO) stake by 15% in Q3 2026, buying an estimated $392K and bringing the position to 32,121 shares worth $2.66M. The position accounts for 0.21% of the portfolio, ranked #147.

Linden Thomas Advisory Services first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.66M in Q2 2026. 928 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Linden Thomas Advisory Services held 32,121 shares of Southern Company worth $2.66M as of Q3 2026.
  • Linden Thomas Advisory Services bought 4,299 Southern Company shares in Q3 2026, an estimated $392K.
  • Southern Company made up 0.21% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #147 holding.
  • Linden Thomas Advisory Services first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • Linden Thomas Advisory Services's Southern Company position peaked at $2.66M in Q2 2026.
  • 928 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.