LPL Financial’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $307M | Buy |
3,203,334
+132,661
| +4% | +$12.5M | 0.07% | 286 |
|
|
2026
Q1 | $296M | Buy |
3,070,673
+55,543
| +2% | +$5.14M | 0.08% | 253 |
|
|
2025
Q4 | $263M | Buy |
3,015,130
+151,121
| +5% | +$13.8M | 0.07% | 262 |
|
|
2025
Q3 | $271M | Buy |
2,864,009
+394,122
| +16% | +$36.8M | 0.08% | 234 |
|
|
2025
Q2 | $227M | Buy |
2,469,887
+117,985
| +5% | +$10.6M | 0.08% | 258 |
|
|
2025
Q1 | $216M | Buy |
2,351,902
+152,717
| +7% | +$13.2M | 0.08% | 232 |
|
|
2024
Q4 | $181M | Buy |
2,199,185
+127,015
| +6% | +$11.1M | 0.07% | 236 |
|
|
2024
Q3 | $187M | Sell |
2,072,170
-67,300
| -3% | -$5.75M | 0.08% | 214 |
|
|
2024
Q2 | $166M | Buy |
2,139,470
+40,511
| +2% | +$3.07M | 0.08% | 214 |
|
|
2024
Q1 | $151M | Buy |
2,098,959
+13,500
| +0.6% | +$932K | 0.08% | 221 |
|
|
2023
Q4 | $146M | Buy |
2,085,459
+56,920
| +3% | +$3.91M | 0.09% | 199 |
|
|
2023
Q3 | $131M | Buy |
2,028,539
+44,882
| +2% | +$3.11M | 0.09% | 195 |
|
|
2023
Q2 | $139M | Buy |
1,983,657
+111,981
| +6% | +$8.03M | 0.1% | 184 |
|
|
2023
Q1 | $130M | Buy |
1,871,676
+158,625
| +9% | +$10.7M | 0.1% | 181 |
|
|
2022
Q4 | $122M | Buy |
1,713,051
+108,039
| +7% | +$7.22M | 0.1% | 186 |
|
|
2022
Q3 | $109M | Buy |
1,605,012
+75,541
| +5% | +$5.72M | 0.11% | 177 |
|
|
2022
Q2 | $109M | Buy |
1,529,471
+142,605
| +10% | +$10.5M | 0.1% | 183 |
|
|
2022
Q1 | $101M | Buy |
1,386,866
+46,747
| +3% | +$3.17M | 0.09% | 214 |
|
|
2021
Q4 | $91.9M | Buy |
1,340,119
+68,674
| +5% | +$4.38M | 0.08% | 237 |
|
|
2021
Q3 | $78.8M | Buy |
1,271,445
+72,517
| +6% | +$4.67M | 0.07% | 248 |
|
|
2021
Q2 | $72.5M | Buy |
1,198,928
+39,467
| +3% | +$2.52M | 0.07% | 243 |
|
|
2021
Q1 | $72.1M | Buy |
1,159,461
+28,913
| +3% | +$1.73M | 0.08% | 228 |
|
|
2020
Q4 | $69.5M | Buy |
1,130,548
+90,745
| +9% | +$5.46M | 0.09% | 209 |
|
|
2020
Q3 | $56.4M | Buy |
1,039,803
+57,486
| +6% | +$3.07M | 0.09% | 211 |
|
|
2020
Q2 | $50.9M | Buy |
982,317
+102,622
| +12% | +$5.7M | 0.09% | 208 |
|
|
2020
Q1 | $47.6M | Sell |
879,695
-883
| -0.1% | -$55.9K | 0.1% | 173 |
|
|
2019
Q4 | $56.1M | Buy |
880,578
+25,811
| +3% | +$1.6M | 0.1% | 181 |
|
|
2019
Q3 | $52.8M | Sell |
854,767
-3,158
| -0.4% | -$183K | 0.11% | 170 |
|
|
2019
Q2 | $47.4M | Buy |
857,925
+26,425
| +3% | +$1.41M | 0.1% | 181 |
|
|
2019
Q1 | $43M | Buy |
831,500
+35,622
| +4% | +$1.75M | 0.1% | 187 |
|
|
2018
Q4 | $35M | Buy |
795,878
+9,686
| +1% | +$440K | 0.09% | 194 |
|
|
2018
Q3 | $34.3M | Sell |
786,192
-69,755
| -8% | -$3.21M | 0.08% | 210 |
|
|
2018
Q2 | $39.6M | Sell |
855,947
-46,402
| -5% | -$2.08M | 0.1% | 173 |
|
|
2018
Q1 | $40.3M | Buy |
902,349
+281,058
| +45% | +$12.5M | 0.11% | 168 |
|
|
2017
Q4 | $29.9M | Buy |
621,291
+76,349
| +14% | +$3.89M | 0.09% | 192 |
|
|
2017
Q3 | $26.8M | Buy |
544,942
+14,930
| +3% | +$724K | 0.09% | 187 |
|
|
2017
Q2 | $25.4M | Buy |
530,012
+499,287
| +1,625% | +$25M | 0.1% | 188 |
|
|
2017
Q1 | $1.53M | Buy |
30,725
+2,019
| +7% | +$99.8K | 0.01% | 987 |
|
|
2016
Q4 | $1.41M | Sell |
28,706
-1,178
| -4% | -$57.9K | 0.01% | 1004 |
|
|
2016
Q3 | $1.52M | Sell |
29,884
-713
| -2% | -$37.5K | 0.01% | 919 |
|
|
2016
Q2 | $1.65M | Sell |
30,597
-910,568
| -97% | -$45.8M | 0.01% | 859 |
|
|
2016
Q1 | $47.7M | Buy |
941,165
+41,578
| +5% | +$2.03M | 0.13% | 149 |
|
|
2015
Q4 | $42.6M | Buy |
899,587
+411,219
| +84% | +$18.6M | 0.12% | 162 |
|
|
2015
Q3 | $22.1M | Buy |
488,368
+26,619
| +6% | +$1.17M | 0.12% | 157 |
|
|
2015
Q2 | $19.9M | Buy |
461,749
+9,891
| +2% | +$431K | 0.1% | 187 |
|
|
2015
Q1 | $20.2M | Buy |
451,858
+7,153
| +2% | +$340K | 0.1% | 178 |
|
|
2014
Q4 | $21.8M | Buy |
444,705
+5,918
| +1% | +$279K | 0.12% | 162 |
|
|
2014
Q3 | $19.3M | Buy |
438,787
+20,088
| +5% | +$882K | 0.12% | 172 |
|
|
2014
Q2 | $19M | Buy |
418,699
+49,898
| +14% | +$2.21M | 0.11% | 173 |
|
|
2014
Q1 | $16.2M | Buy |
368,801
+46,445
| +14% | +$1.95M | 0.1% | 190 |
|
|
2013
Q4 | $13.3M | Sell |
322,356
-48,218
| -13% | -$1.99M | 0.08% | 218 |
|
|
2013
Q3 | $15.3M | Buy |
370,574
+6,373
| +2% | +$275K | 0.1% | 183 |
|
|
2013
Q2 | $16.1M | Buy |
+364,201
| New | +$16.7M | 0.12% | 163 |
|
Other funds holding SO
LPL Financial's SO Position: Q2 2026 in Review
LPL Financial increased its Southern Company (SO) stake by 4.3% in Q2 2026, buying an estimated $12.5M and bringing the position to 3,203,334 shares worth $307M. The position accounts for 0.07% of the portfolio, ranked #286.
LPL Financial first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- LPL Financial held 3,203,334 shares of Southern Company worth $307M as of Q2 2026.
- LPL Financial bought 132,661 Southern Company shares in Q2 2026, an estimated $12.5M.
- Southern Company made up 0.07% of LPL Financial's portfolio in Q2 2026, its #286 holding.
- LPL Financial first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.