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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners's SO Position: Q1 2026 in Review

Boston Partners increased its Southern Company (SO) stake by 7.1% in Q1 2026, buying an estimated $250K and bringing the position to 40,704 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Boston Partners first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $63.2M in Q1 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Boston Partners held 40,704 shares of Southern Company worth $3.93M as of Q1 2026.
Boston Partners bought 2,704 Southern Company shares in Q1 2026, an estimated $250K.
Southern Company made up ﹤0.01% of Boston Partners's portfolio in Q1 2026, its #515 holding.
Boston Partners first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Boston Partners's Southern Company position peaked at $63.2M in Q1 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.