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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
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

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

LMG Wealth Partners's SO Position: Q1 2026 in Review

LMG Wealth Partners increased its Southern Company (SO) stake by 7.6% in Q1 2026, buying an estimated $136K and bringing the position to 20,650 shares worth $1.99M. The position accounts for 0.36% of the portfolio, ranked #76.

LMG Wealth Partners first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • LMG Wealth Partners held 20,650 shares of Southern Company worth $1.99M as of Q1 2026.
  • LMG Wealth Partners bought 1,466 Southern Company shares in Q1 2026, an estimated $136K.
  • Southern Company made up 0.36% of LMG Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • LMG Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.