LCM
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LVM Capital Management’s Southern Company SO Stock Holding History

LVM Capital Management’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 		$476K Hold
4,974
– – 0.04% 115
2026
Q1 		$480K Buy
4,974
+167
+3% +$15.4K 0.05% 115
2025
Q4 		$419K Hold
4,807
– – 0.04% 122
2025
Q3 		$456K Buy
+4,807
New +$449K 0.04% 120

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's SO Position: Q2 2026 in Review

LVM Capital Management held its Southern Company (SO) position steady in Q2 2026 at 4,974 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #115.

LVM Capital Management first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $480K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LVM Capital Management held 4,974 shares of Southern Company worth $476K as of Q2 2026.
  • LVM Capital Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of LVM Capital Management's portfolio in Q2 2026, its #115 holding.
  • LVM Capital Management first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • LVM Capital Management's Southern Company position peaked at $480K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.