LPL Financial’s Southern Company SO Stock Holding History

LPL Financial’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	–	Sell	-8,900	Closed	-$776K	–	6146
2025 Q4	$776K	Buy	8,900 +1,900	+27%	+$173K	﹤0.01%	4325
2025 Q3	$663K	Sell	7,000 -100	-1%	-$9.34K	﹤0.01%	4392
2025 Q2	$652K	Hold	7,100	–	–	﹤0.01%	4147
2025 Q1	$653K	Buy	+7,100	New	+$615K	﹤0.01%	3921
2023 Q2	–	Sell	-8,300	Closed	-$578K	–	4674
2023 Q1	$578K	Hold	8,300	–	–	﹤0.01%	3205
2022 Q4	$593K	Sell	8,300 -1,300	-14%	-$86.9K	﹤0.01%	3093
2022 Q3	$653K	Hold	9,600	–	–	﹤0.01%	2905
2022 Q2	$685K	Buy	+9,600	New	+$705K	﹤0.01%	2911

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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. 2,369 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.
2,369 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.