Boston Partners
SO icon

Boston Partners’s Southern Company SO Stock Holding History

Boston Partners’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 		$591M Buy
6,174,426
+6,133,722
+15,069% +$577M 0.53% 57
2026
Q1 		$3.93M Buy
40,704
+2,704
+7% +$250K ﹤0.01% 515
2025
Q4 		$3.31M Sell
38,000
-998
-3% -$91.1K ﹤0.01% 513
2025
Q3 		$3.7M Sell
38,998
-139
-0.4% -$13K ﹤0.01% 488
2025
Q2 		$3.59M Sell
39,137
-272,913
-87% -$24.5M ﹤0.01% 477
2025
Q1 		$28.7M Sell
312,050
-43,947
-12% -$3.8M 0.03% 282
2024
Q4 		$29.3M Buy
355,997
+10,867
+3% +$953K 0.04% 288
2024
Q3 		$31.1M Buy
345,130
+20,012
+6% +$1.71M 0.04% 279
2024
Q2 		$25.2M Sell
325,118
-555,249
-63% -$42.1M 0.03% 299
2024
Q1 		$63.2M Buy
880,367
+68,561
+8% +$4.73M 0.08% 234
2023
Q4 		$56.9M Buy
+811,806
New +$55.7M 0.08% 244

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners's SO Position: Q2 2026 in Review

Boston Partners increased its Southern Company (SO) stake by 15,069% in Q2 2026, buying an estimated $577M and bringing the position to 6,174,426 shares worth $591M. The position accounts for 0.53% of the portfolio, ranked #57.

Boston Partners first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Boston Partners held 6,174,426 shares of Southern Company worth $591M as of Q2 2026.
  • Boston Partners bought 6,133,722 Southern Company shares in Q2 2026, an estimated $577M.
  • Southern Company made up 0.53% of Boston Partners's portfolio in Q2 2026, its #57 holding.
  • Boston Partners first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.