LW
SO icon

Linscomb Wealth’s Southern Company SO Stock Holding History

Linscomb Wealth’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 		$532K Sell
5,515
-805
-13% -$74.5K 0.02% 238
2025
Q4 		$551K Sell
6,320
-1,908
-23% -$174K 0.02% 218
2025
Q3 		$780K Sell
8,228
-81
-1% -$7.56K 0.03% 198
2025
Q2 		$763K Sell
8,309
-2,566
-24% -$230K 0.04% 200
2025
Q1 		$1,000K Sell
10,875
-80
-0.7% -$6.92K 0.05% 168
2024
Q4 		$902K Buy
10,955
+1,704
+18% +$149K 0.04% 174
2024
Q3 		$834K Hold
9,251
– – 0.04% 181
2024
Q2 		$718K Buy
9,251
+14
+0.2% +$1.06K 0.04% 189
2024
Q1 		$663K Sell
9,237
-657
-7% -$45.4K 0.03% 202
2023
Q4 		$694K Buy
9,894
+439
+5% +$30.1K 0.04% 184
2023
Q3 		$612K Hold
9,455
– – 0.04% 190
2023
Q2 		$664K Sell
9,455
-223
-2% -$16K 0.04% 188
2023
Q1 		$673K Sell
9,678
-569
-6% -$38.3K 0.04% 186
2022
Q4 		$732K Buy
10,247
+1,953
+24% +$131K 0.04% 198
2022
Q3 		$564K Sell
8,294
-644
-7% -$48.8K 0.03% 191
2022
Q2 		$637K Sell
8,938
-1,844
-17% -$135K 0.04% 182
2022
Q1 		$782K Buy
10,782
+200
+2% +$13.5K 0.04% 196
2021
Q4 		$726K Sell
10,582
-2,338
-18% -$149K 0.03% 200
2021
Q3 		$801K Buy
12,920
+3,964
+44% +$255K 0.04% 188
2021
Q2 		$542K Buy
8,956
+5
+0.1% +$320 0.03% 212
2021
Q1 		$556K Sell
8,951
-51
-0.6% -$3.05K 0.03% 204
2020
Q4 		$553K Sell
9,002
-420
-4% -$25.3K 0.03% 196
2020
Q3 		$511K Sell
9,422
-801
-8% -$42.8K 0.04% 188
2020
Q2 		$530K Buy
10,223
+214
+2% +$11.9K 0.04% 187
2020
Q1 		$542K Buy
10,009
+12
+0.1% +$760 0.05% 235
2019
Q4 		$637K Buy
9,997
+1,172
+13% +$72.6K 0.04% 295
2019
Q3 		$545K Buy
8,825
+3
+0% +$174 0.04% 179
2019
Q2 		$488K Sell
8,822
-1,145
-11% -$61.3K 0.04% 184
2019
Q1 		$515K Buy
9,967
+230
+2% +$11.3K 0.04% 177
2018
Q4 		$428K Buy
9,737
+328
+3% +$14.9K 0.04% 177
2018
Q3 		$410K Sell
9,409
-996
-10% -$45.9K 0.03% 201
2018
Q2 		$482K Buy
10,405
+222
+2% +$9.94K 0.04% 177
2018
Q1 		$455K Sell
10,183
-536
-5% -$23.8K 0.04% 180
2017
Q4 		$515K Buy
10,719
+1,466
+16% +$74.7K 0.04% 172
2017
Q3 		$455K Sell
9,253
-148
-2% -$7.17K 0.04% 181
2017
Q2 		$450K Sell
9,401
-1,193
-11% -$59.8K 0.04% 173
2017
Q1 		$527K Buy
10,594
+590
+6% +$29.2K 0.05% 159
2016
Q4 		$492K Sell
10,004
-1,034
-9% -$50.8K 0.05% 173
2016
Q3 		$566K Sell
11,038
-685
-6% -$36.1K 0.06% 153
2016
Q2 		$629K Buy
11,723
+2,221
+23% +$112K 0.06% 141
2016
Q1 		$492K Buy
9,502
+2
+0% +$97 0.05% 162
2015
Q4 		$445K Buy
9,500
+287
+3% +$13K 0.05% 169
2015
Q3 		$412K Sell
9,213
-1,957
-18% -$85.9K 0.05% 182
2015
Q2 		$468K Sell
11,170
-247
-2% -$10.8K 0.05% 174
2015
Q1 		$506K Buy
11,417
+1,902
+20% +$90.4K 0.05% 173
2014
Q4 		$467K Buy
9,515
+103
+1% +$4.86K 0.05% 174
2014
Q3 		$411K Sell
9,412
-616
-6% -$27.1K 0.05% 189
2014
Q2 		$455K Sell
10,028
-430
-4% -$19K 0.05% 179
2014
Q1 		$460K Buy
10,458
+1,339
+15% +$56.1K 0.05% 176
2013
Q4 		$375K Sell
9,119
-7,782
-46% -$321K 0.05% 165
2013
Q3 		$696K Buy
16,901
+265
+2% +$11.4K 0.09% 117
2013
Q2 		$734K Buy
+16,636
New +$765K 0.1% 111

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Linscomb Wealth's SO Position: Q1 2026 in Review

Linscomb Wealth reduced its Southern Company (SO) stake by 13% in Q1 2026, selling an estimated $74.5K and leaving 5,515 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #238.

Linscomb Wealth first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1,000K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Linscomb Wealth held 5,515 shares of Southern Company worth $532K as of Q1 2026.
  • Linscomb Wealth sold 805 Southern Company shares in Q1 2026, an estimated $74.5K.
  • Southern Company made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #238 holding.
  • Linscomb Wealth first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Linscomb Wealth's Southern Company position peaked at $1,000K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.