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 Q3	$708K	Sell	8,547 -924	-10%	-$84.2K	0.06%	204
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVW Advisors's SO Position: Q3 2026 in Review

LVW Advisors reduced its Southern Company (SO) stake by 9.8% in Q3 2026, selling an estimated $84.2K and leaving 8,547 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #204.

LVW Advisors first reported a position in SO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q2 2025. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

LVW Advisors held 8,547 shares of Southern Company worth $708K as of Q3 2026.
LVW Advisors sold 924 Southern Company shares in Q3 2026, an estimated $84.2K.
Southern Company made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #204 holding.
LVW Advisors first reported a position in Southern Company in Q3 2023 and has held it in 13 quarters since.
LVW Advisors's Southern Company position peaked at $1.99M in Q2 2025.
1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.