MB, Levis & Associates’s Southern Company SO Stock Holding History

MB, Levis & Associates’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	$40.8K	Buy	427 +1	+0.2%	+$94	0.02%	117
2026 Q1	$41.1K	Buy	426 +1	+0.2%	+$93	0.02%	110
2025 Q4	$37K	Buy	425 +1	+0.2%	+$91	0.02%	114
2025 Q3	$40.1K	Buy	424 +1	+0.2%	+$93	0.02%	110
2025 Q2	$38.8K	Buy	423 +1	+0.2%	+$90	0.02%	138
2025 Q1	$38.8K	Buy	422 +1	+0.2%	+$87	0.02%	133
2024 Q4	$34.6K	Buy	421 +1	+0.2%	+$88	0.02%	134
2024 Q3	$37.8K	Buy	420 +1	+0.2%	+$85	0.02%	130
2024 Q2	$32.5K	Buy	419 +1	+0.2%	+$76	0.02%	137
2024 Q1	$30K	Buy	418 +2	+0.5%	+$138	0.02%	140
2023 Q4	$29.2K	Buy	416 +1	+0.2%	+$69	0.02%	138
2023 Q3	$26.9K	Buy	415 +1	+0.2%	+$69	0.02%	141
2023 Q2	$29.1K	Buy	414 +1	+0.2%	+$72	0.02%	142
2023 Q1	$28.7K	Buy	413 +1	+0.2%	+$67	0.02%	143
2022 Q4	$29.4K	Buy	+412	New	+$27.5K	0.02%	130

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MB, Levis & Associates's SO Position: Q2 2026 in Review

MB, Levis & Associates increased its Southern Company (SO) stake by 0.23% in Q2 2026, buying an estimated $94 and bringing the position to 427 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #117.

MB, Levis & Associates first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.1K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

MB, Levis & Associates held 427 shares of Southern Company worth $40.8K as of Q2 2026.
MB, Levis & Associates bought 1 Southern Company share in Q2 2026, an estimated $94.
Southern Company made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #117 holding.
MB, Levis & Associates first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's Southern Company position peaked at $41.1K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.