LMG Wealth Partners
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LMG Wealth Partners’s Southern Company SO Stock Holding History

LMG Wealth 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
Q3 		$1.82M Buy
22,016
+1,248
+6% +$114K 0.29% 84
2026
Q2 		$1.99M Buy
20,768
+118
+0.6% +$11.1K 0.32% 82
2026
Q1 		$1.99M Buy
20,650
+1,466
+8% +$136K 0.36% 76
2025
Q4 		$1.67M Sell
19,184
-133
-0.7% -$12.1K 0.31% 80
2025
Q3 		$1.83M Sell
19,317
-1,548
-7% -$145K 0.34% 78
2025
Q2 		$1.92M Buy
20,865
+1,165
+6% +$105K 0.39% 72
2025
Q1 		$1.81M Sell
19,700
-7
-0% -$606 0.4% 69
2024
Q4 		$1.62M Buy
19,707
+53
+0.3% +$4.65K 0.35% 75
2024
Q3 		$1.77M Buy
19,654
+762
+4% +$65.1K 0.41% 59
2024
Q2 		$1.47M Buy
18,892
+534
+3% +$40.5K 0.37% 65
2024
Q1 		$1.32M Buy
18,358
+1,858
+11% +$128K 0.33% 65
2023
Q4 		$1.16M Buy
16,500
+1,771
+12% +$122K 0.32% 62
2023
Q3 		$953K Buy
14,729
+2,321
+19% +$161K 0.29% 67
2023
Q2 		$872K Buy
12,408
+959
+8% +$68.8K 0.27% 65
2023
Q1 		$797K Buy
11,449
+8,111
+243% +$546K 0.26% 68
2022
Q4 		$234K Buy
+3,338
New +$223K 0.08% 102

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LMG Wealth Partners's SO Position: Q3 2026 in Review

LMG Wealth Partners increased its Southern Company (SO) stake by 6% in Q3 2026, buying an estimated $114K and bringing the position to 22,016 shares worth $1.82M. The position accounts for 0.29% of the portfolio, ranked #84.

LMG Wealth Partners first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • LMG Wealth Partners held 22,016 shares of Southern Company worth $1.82M as of Q3 2026.
  • LMG Wealth Partners bought 1,248 Southern Company shares in Q3 2026, an estimated $114K.
  • Southern Company made up 0.29% of LMG Wealth Partners's portfolio in Q3 2026, its #84 holding.
  • LMG Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • LMG Wealth Partners's Southern Company position peaked at $1.99M in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.