Live Oak Private Wealth’s Southern Company SO Stock Holding History

Live Oak Private 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 Q3	$341K	Buy	4,114 +85	+2%	+$7.75K	0.04%	165
2026 Q2	$386K	Hold	4,029	–	–	0.05%	160
2026 Q1	$389K	Buy	4,029 +100	+3%	+$9.25K	0.05%	151
2025 Q4	$343K	Hold	3,929	–	–	0.05%	152
2025 Q3	$372K	Hold	3,929	–	–	0.05%	144
2025 Q2	$361K	Hold	3,929	–	–	0.05%	143
2025 Q1	$361K	Hold	3,929	–	–	0.06%	140
2024 Q4	$323K	Sell	3,929 -170	-4%	-$14.9K	0.05%	141
2024 Q3	$370K	Sell	4,099 -350	-8%	-$29.9K	0.06%	132
2024 Q2	$345K	Buy	4,449 +613	+16%	+$46.5K	0.06%	132
2024 Q1	$275K	Hold	3,836	–	–	0.05%	144
2023 Q4	$269K	Sell	3,836 -111	-3%	-$7.62K	0.05%	138
2023 Q3	$255K	Hold	3,947	–	–	0.05%	129
2023 Q2	$277K	Hold	3,947	–	–	0.06%	132
2023 Q1	$275K	Hold	3,947	–	–	0.06%	133
2022 Q4	$282K	Hold	3,947	–	–	0.06%	137
2022 Q3	$268K	Hold	3,947	–	–	0.06%	141
2022 Q2	$281K	Hold	3,947	–	–	0.06%	143
2022 Q1	$286K	Hold	3,947	–	–	0.06%	147
2021 Q4	$271K	Sell	3,947 -143	-3%	-$9.12K	0.05%	161
2021 Q3	$253K	Buy	+4,090	New	+$263K	0.05%	160
2021 Q1	–	Sell	-3,842	Closed	-$236K	–	158
2020 Q4	$236K	Buy	+3,842	New	+$231K	0.07%	132

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Live Oak Private Wealth's SO Position: Q3 2026 in Review

Live Oak Private Wealth increased its Southern Company (SO) stake by 2.1% in Q3 2026, buying an estimated $7.75K and bringing the position to 4,114 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #165.

Live Oak Private Wealth first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $389K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Live Oak Private Wealth held 4,114 shares of Southern Company worth $341K as of Q3 2026.
Live Oak Private Wealth bought 85 Southern Company shares in Q3 2026, an estimated $7.75K.
Southern Company made up 0.04% of Live Oak Private Wealth's portfolio in Q3 2026, its #165 holding.
Live Oak Private Wealth first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
Live Oak Private Wealth's Southern Company position peaked at $389K in Q1 2026.
1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.