LRI Investments’s Southern Company SO Stock Holding History

LRI Investments’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 Q2	$96.4K	Buy	1,007 +27	+3%	+$2.54K	0.01%	449
2026 Q1	$94.6K	Buy	980 +45	+5%	+$4.16K	0.01%	415
2025 Q4	$81.5K	Hold	935	–	–	0.01%	459
2025 Q3	$88.6K	Hold	935	–	–	0.01%	441
2025 Q2	$85.9K	Sell	935 -69	-7%	-$6.2K	0.01%	456
2025 Q1	$92.3K	Buy	1,004 +69	+7%	+$5.97K	0.01%	432
2024 Q4	$77K	Sell	935 -97	-9%	-$8.51K	0.01%	460
2024 Q3	$89.6K	Sell	1,032 -91	-8%	-$7.77K	0.01%	430
2024 Q2	$87.1K	Hold	1,123	–	–	0.01%	404
2024 Q1	$80.6K	Buy	+1,123	New	+$77.5K	0.02%	225

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's SO Position: Q2 2026 in Review

LRI Investments increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,007 shares worth $96.4K. The position accounts for 0.01% of the portfolio, ranked #449.

LRI Investments first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

LRI Investments held 1,007 shares of Southern Company worth $96.4K as of Q2 2026.
LRI Investments bought 27 Southern Company shares in Q2 2026, an estimated $2.54K.
Southern Company made up 0.01% of LRI Investments's portfolio in Q2 2026, its #449 holding.
LRI Investments first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.