LVZ Inc’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.18M | Buy |
22,775
+495
| +2% | +$46.6K | 0.22% | 35 |
|
|
2026
Q1 | $2.15M | Buy |
22,280
+227
| +1% | +$21K | 0.25% | 28 |
|
|
2025
Q4 | $1.92M | Buy |
22,053
+861
| +4% | +$78.6K | 0.22% | 30 |
|
|
2025
Q3 | $2.01M | Buy |
21,192
+2,070
| +11% | +$193K | 0.23% | 33 |
|
|
2025
Q2 | $1.76M | Buy |
19,122
+378
| +2% | +$34K | 0.21% | 40 |
|
|
2025
Q1 | $1.72M | Buy |
18,744
+476
| +3% | +$41.2K | 0.23% | 35 |
|
|
2024
Q4 | $1.5M | Buy |
18,268
+1,940
| +12% | +$170K | 0.19% | 37 |
|
|
2024
Q3 | $1.47M | Sell |
16,328
-72
| -0.4% | -$6.15K | 0.19% | 39 |
|
|
2024
Q2 | $1.27M | Sell |
16,400
-61
| -0.4% | -$4.62K | 0.17% | 40 |
|
|
2024
Q1 | $1.18M | Sell |
16,461
-26
| -0.2% | -$1.79K | 0.16% | 43 |
|
|
2023
Q4 | $1.16M | Buy |
16,487
+2,820
| +21% | +$194K | 0.16% | 44 |
|
|
2023
Q3 | $885K | Sell |
13,667
-340
| -2% | -$23.6K | 0.14% | 40 |
|
|
2023
Q2 | $984K | Buy |
14,007
+3,400
| +32% | +$244K | 0.14% | 50 |
|
|
2023
Q1 | $738K | Buy |
10,607
+3,958
| +60% | +$267K | 0.11% | 55 |
|
|
2022
Q4 | $475K | Sell |
6,649
-44
| -0.7% | -$2.94K | 0.07% | 74 |
|
|
2022
Q3 | $455K | Buy |
6,693
+26
| +0.4% | +$1.97K | 0.08% | 67 |
|
|
2022
Q2 | $475K | Sell |
6,667
-2,636
| -28% | -$194K | 0.08% | 56 |
|
|
2022
Q1 | $675K | Buy |
9,303
+329
| +4% | +$22.3K | 0.09% | 51 |
|
|
2021
Q4 | $615K | Sell |
8,974
-235
| -3% | -$15K | 0.08% | 53 |
|
|
2021
Q3 | $571K | Sell |
9,209
-183
| -2% | -$11.8K | 0.08% | 51 |
|
|
2021
Q2 | $568K | Buy |
9,392
+27
| +0.3% | +$1.73K | 0.08% | 54 |
|
|
2021
Q1 | $582K | Buy |
9,365
+2,165
| +30% | +$130K | 0.09% | 53 |
|
|
2020
Q4 | $442K | Sell |
7,200
-192
| -3% | -$11.5K | 0.07% | 60 |
|
|
2020
Q3 | $401K | Buy |
7,392
+1,021
| +16% | +$54.6K | 0.08% | 56 |
|
|
2020
Q2 | $330K | Sell |
6,371
-652
| -9% | -$36.2K | 0.07% | 63 |
|
|
2020
Q1 | $380K | Sell |
7,023
-125
| -2% | -$7.92K | 0.09% | 49 |
|
|
2019
Q4 | $455K | Buy |
7,148
+3,101
| +77% | +$192K | 0.09% | 58 |
|
|
2019
Q3 | $250K | Sell |
4,047
-510
| -11% | -$29.6K | 0.05% | 67 |
|
|
2019
Q2 | $252K | Sell |
4,557
-1,716
| -27% | -$91.9K | 0.06% | 64 |
|
|
2019
Q1 | $324K | Buy |
6,273
+925
| +17% | +$45.3K | 0.08% | 56 |
|
|
2018
Q4 | $235K | Buy |
+5,348
| New | +$243K | 0.07% | 65 |
|
Other funds holding SO
LVZ Inc's SO Position: Q2 2026 in Review
LVZ Inc increased its Southern Company (SO) stake by 2.2% in Q2 2026, buying an estimated $46.6K and bringing the position to 22,775 shares worth $2.18M. The position accounts for 0.22% of the portfolio, ranked #35.
LVZ Inc first reported a position in SO in Q4 2018 and has held it in 31 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- LVZ Inc held 22,775 shares of Southern Company worth $2.18M as of Q2 2026.
- LVZ Inc bought 495 Southern Company shares in Q2 2026, an estimated $46.6K.
- Southern Company made up 0.22% of LVZ Inc's portfolio in Q2 2026, its #35 holding.
- LVZ Inc first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.