LVW Advisors’s Southern Company SO Stock Holding History

LVW Advisors’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	$906K	Buy	9,471 +1,172	+14%	+$110K	0.08%	140
2026 Q1	$801K	Sell	8,299 -8,792	-51%	-$813K	0.08%	137
2025 Q4	$1.49M	Sell	17,091 -3,781	-18%	-$345K	0.15%	82
2025 Q3	$1.98M	Sell	20,872 -771	-4%	-$72K	0.2%	68
2025 Q2	$1.99M	Buy	21,643 +1,990	+10%	+$179K	0.22%	65
2025 Q1	$1.81M	Buy	19,653 +1,087	+6%	+$94.1K	0.22%	65
2024 Q4	$1.53M	Buy	18,566 +1,748	+10%	+$153K	0.18%	80
2024 Q3	$1.52M	Buy	16,818 +1,889	+13%	+$161K	0.19%	82
2024 Q2	$1.16M	Buy	14,929 +2,651	+22%	+$201K	0.17%	89
2024 Q1	$881K	Buy	12,278 +1,684	+16%	+$116K	0.15%	104
2023 Q4	$743K	Buy	10,594 +4,264	+67%	+$293K	0.14%	110
2023 Q3	$410K	Buy	+6,330	New	+$439K	0.08%	148

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

LVW Advisors's SO Position: Q2 2026 in Review

LVW Advisors increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $110K and bringing the position to 9,471 shares worth $906K. The position accounts for 0.08% of the portfolio, ranked #140.

LVW Advisors first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q2 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

LVW Advisors held 9,471 shares of Southern Company worth $906K as of Q2 2026.
LVW Advisors bought 1,172 Southern Company shares in Q2 2026, an estimated $110K.
Southern Company made up 0.08% of LVW Advisors's portfolio in Q2 2026, its #140 holding.
LVW Advisors first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
LVW Advisors's Southern Company position peaked at $1.99M in Q2 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.