Stanley-Laman Group
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Stanley-Laman Group’s Southern Company SO Stock Holding History

Stanley-Laman Group’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 		$401K Buy
4,833
+36
+0.8% +$3.28K 0.04% 244
2026
Q2 		$459K Buy
+4,797
New +$452K 0.05% 242
2025
Q3 		– Sell
-4,058
Closed -$373K – 310
2025
Q2 		$373K Buy
4,058
+573
+16% +$51.5K 0.06% 212
2025
Q1 		$320K Sell
3,485
-49
-1% -$4.24K 0.05% 230
2024
Q4 		$291K Buy
3,534
+288
+9% +$25.3K 0.04% 245
2024
Q3 		$293K Buy
3,246
+119
+4% +$10.2K 0.04% 240
2024
Q2 		$243K Hold
3,127
– – 0.03% 252
2024
Q1 		$224K Hold
3,127
– – 0.03% 239
2023
Q4 		$219K Buy
+3,127
New +$215K 0.03% 222
2022
Q3 		– Sell
-3,172
Closed -$226K – 288
2022
Q2 		$226K Buy
+3,172
New +$233K 0.04% 233
2016
Q2 		– Sell
-28,791
Closed -$1.49M – 328
2016
Q1 		$1.49M Sell
28,791
-57,415
-67% -$2.8M 0.28% 87
2015
Q4 		$4.03M Buy
+86,206
New +$3.91M 0.69% 42

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Stanley-Laman Group's SO Position: Q3 2026 in Review

Stanley-Laman Group increased its Southern Company (SO) stake by 0.75% in Q3 2026, buying an estimated $3.28K and bringing the position to 4,833 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #244.

Stanley-Laman Group first reported a position in SO in Q4 2015 and has held it in 12 quarters since. The position peaked at $4.03M in Q4 2015. 643 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Stanley-Laman Group held 4,833 shares of Southern Company worth $401K as of Q3 2026.
  • Stanley-Laman Group bought 36 Southern Company shares in Q3 2026, an estimated $3.28K.
  • Southern Company made up 0.04% of Stanley-Laman Group's portfolio in Q3 2026, its #244 holding.
  • Stanley-Laman Group first reported a position in Southern Company in Q4 2015 and has held it in 12 quarters since.
  • Stanley-Laman Group's Southern Company position peaked at $4.03M in Q4 2015.
  • 643 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Stanley-Laman Group's 13F filing for Q3 2026, filed 20 Oct 2026.