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Lugano Financial Advisors SA (LFA)’s Southern Company SO Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$23.7K Hold
246
– – 0.01% 184
2025
Q4 		$21.5K Hold
246
– – 0.01% 192
2025
Q3 		$23.3K Hold
246
– – 0.01% 185
2025
Q2 		$22.6K Buy
+246
New +$22.1K 0.01% 179

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

Lugano Financial Advisors SA (LFA)'s SO Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Southern Company (SO) position steady in Q1 2026 at 246 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #184.

Lugano Financial Advisors SA (LFA) first reported a position in SO in Q2 2025 and has held it in 4 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 246 shares of Southern Company worth $23.7K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #184 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.