Lineweaver Wealth Advisors’s Southern Company SO Stock Holding History

Lineweaver Wealth 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	$2.45M	Buy	25,615 +1,360	+6%	+$128K	0.29%	77
2026 Q1	$2.34M	Buy	24,255 +1,777	+8%	+$164K	0.32%	68
2025 Q4	$1.96M	Buy	22,478 +1,648	+8%	+$150K	0.27%	73
2025 Q3	$1.97M	Buy	20,830 +676	+3%	+$63.1K	0.29%	66
2025 Q2	$1.85M	Buy	20,154 +1,849	+10%	+$166K	0.29%	70
2025 Q1	$1.68M	Buy	18,305 +2,111	+13%	+$183K	0.29%	72
2024 Q4	$1.33M	Buy	16,194 +1,469	+10%	+$129K	0.25%	79
2024 Q3	$1.33M	Buy	14,725 +461	+3%	+$39.4K	0.25%	74
2024 Q2	$1.11M	Buy	14,264 +408	+3%	+$30.9K	0.23%	77
2024 Q1	$994K	Buy	13,856 +1,946	+16%	+$134K	0.24%	80
2023 Q4	$836K	Buy	11,910 +5,586	+88%	+$384K	0.22%	83
2023 Q3	$409K	Buy	+6,324	New	+$439K	0.12%	104

Other funds holding SO

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return