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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial's SO Position: Q1 2026 in Review

LPL Financial increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $5.14M and bringing the position to 3,070,673 shares worth $296M. The position accounts for 0.08% of the portfolio, ranked #253.

LPL Financial first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

LPL Financial held 3,070,673 shares of Southern Company worth $296M as of Q1 2026.
LPL Financial bought 55,543 Southern Company shares in Q1 2026, an estimated $5.14M.
Southern Company made up 0.08% of LPL Financial's portfolio in Q1 2026, its #253 holding.
LPL Financial first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.