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Luts & Greenleigh Group’s Southern Company SO Stock Holding History

Luts & Greenleigh Group’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 		$303K Buy
3,170
+182
+6% +$17.1K 0.23% 74
2026
Q1 		$288K Buy
2,988
+63
+2% +$5.83K 0.23% 67
2025
Q4 		$255K Buy
2,925
+3
+0.1% +$274 0.22% 74
2025
Q3 		$277K Sell
2,922
-57
-2% -$5.32K 0.25% 67
2025
Q2 		$274K Buy
2,979
+3
+0.1% +$269 0.26% 62
2025
Q1 		$274K Buy
2,976
+3
+0.1% +$260 0.27% 64
2024
Q4 		$245K Buy
2,973
+28
+1% +$2.46K 0.24% 72
2024
Q3 		$266K Buy
2,945
+18
+0.6% +$1.54K 0.26% 66
2024
Q2 		$227K Buy
+2,927
New +$222K 0.24% 66

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Luts & Greenleigh Group's SO Position: Q2 2026 in Review

Luts & Greenleigh Group increased its Southern Company (SO) stake by 6.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,170 shares worth $303K. The position accounts for 0.23% of the portfolio, ranked #74.

Luts & Greenleigh Group first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Luts & Greenleigh Group held 3,170 shares of Southern Company worth $303K as of Q2 2026.
  • Luts & Greenleigh Group bought 182 Southern Company shares in Q2 2026, an estimated $17.1K.
  • Southern Company made up 0.23% of Luts & Greenleigh Group's portfolio in Q2 2026, its #74 holding.
  • Luts & Greenleigh Group first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.