Live Oak Investment Partners’s Southern Company SO Stock Holding History

Live Oak Investment Partners’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	$234K	Hold	2,422	–	–	0.14%	88
2025 Q4	$211K	Hold	2,422	–	–	0.13%	83
2025 Q3	$230K	Hold	2,422	–	–	0.15%	76
2025 Q2	$222K	Hold	2,422	–	–	0.17%	76
2025 Q1	$223K	Buy	+2,422	New	+$210K	0.18%	81
2024 Q4	–	Hold	0	–	–	–	82
2024 Q3	–	Hold	0	–	–	–	33
2024 Q2	–	Hold	0	–	–	–	37
2023 Q4	–	Hold	0	–	–	–	37
2023 Q3	–	Hold	0	–	–	–	40
2023 Q2	–	Hold	0	–	–	–	41
2023 Q1	–	Hold	0	–	–	–	38
2022 Q4	–	Hold	0	–	–	–	37

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Live Oak Investment Partners's SO Position: Q1 2026 in Review

Live Oak Investment Partners held its Southern Company (SO) position steady in Q1 2026 at 2,422 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #88.

Live Oak Investment Partners first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Live Oak Investment Partners held 2,422 shares of Southern Company worth $234K as of Q1 2026.
Live Oak Investment Partners left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.14% of Live Oak Investment Partners's portfolio in Q1 2026, its #88 holding.
Live Oak Investment Partners first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.