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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Linden Thomas Advisory Services's SO Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Southern Company (SO) stake by 4.8% in Q2 2026, buying an estimated $121K and bringing the position to 27,822 shares worth $2.66M. The position accounts for 0.21% of the portfolio, ranked #140.

Linden Thomas Advisory Services first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Linden Thomas Advisory Services held 27,822 shares of Southern Company worth $2.66M as of Q2 2026.
  • Linden Thomas Advisory Services bought 1,286 Southern Company shares in Q2 2026, an estimated $121K.
  • Southern Company made up 0.21% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #140 holding.
  • Linden Thomas Advisory Services first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.