Moody Lynn & Lieberson’s Southern Company SO Stock Holding History

Moody Lynn & Lieberson’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	$15.3M	Sell	159,767 -18,450	-10%	-$1.74M	0.81%	32
2026 Q1	$17.2M	Buy	178,217 +7,851	+5%	+$726K	0.97%	30
2025 Q4	$14.9M	Sell	170,366 -3,388	-2%	-$309K	0.79%	32
2025 Q3	$16.5M	Buy	173,754 +19,204	+12%	+$1.79M	0.89%	30
2025 Q2	$14.2M	Buy	154,550 +6,822	+5%	+$613K	0.82%	30
2025 Q1	$13.6M	Buy	147,728 +1,402	+1%	+$121K	0.87%	30
2024 Q4	$12M	Sell	146,326 -15,213	-9%	-$1.33M	0.74%	32
2024 Q3	$14.6M	Buy	161,539 +51,472	+47%	+$4.4M	0.9%	28
2024 Q2	$8.54M	Buy	110,067 +47,530	+76%	+$3.6M	0.56%	41
2024 Q1	$4.49M	Sell	62,537 -42,004	-40%	-$2.9M	0.3%	57
2023 Q4	$7.33M	Buy	104,541 +95,595	+1,069%	+$6.56M	0.56%	42
2023 Q3	$579K	Buy	+8,946	New	+$621K	0.05%	135

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Moody Lynn & Lieberson's SO Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $1.74M and leaving 159,767 shares worth $15.3M. The position accounts for 0.81% of the portfolio, ranked #32.

Moody Lynn & Lieberson first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q1 2026. 676 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Moody Lynn & Lieberson held 159,767 shares of Southern Company worth $15.3M as of Q2 2026.
Moody Lynn & Lieberson sold 18,450 Southern Company shares in Q2 2026, an estimated $1.74M.
Southern Company made up 0.81% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #32 holding.
Moody Lynn & Lieberson first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
Moody Lynn & Lieberson's Southern Company position peaked at $17.2M in Q1 2026.
676 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.