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Brandywine Global Investment Management’s Southern Company SO Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$23.9M Sell
273,908
-5,626
-2% -$514K 0.16% 146
2025
Q3 		$26.5M Buy
279,534
+530
+0.2% +$49.5K 0.18% 137
2025
Q2 		$25.6M Sell
279,004
-6,460
-2% -$580K 0.18% 137
2025
Q1 		$26.2M Sell
285,464
-322,439
-53% -$27.9M 0.19% 139
2024
Q4 		$50M Buy
607,903
+286,996
+89% +$25.2M 0.36% 77
2024
Q3 		$28.8M Sell
320,907
-550,674
-63% -$47M 0.19% 129
2024
Q2 		$67.6M Buy
871,581
+33,879
+4% +$2.57M 0.51% 48
2024
Q1 		$60.1M Buy
+837,702
New +$57.8M 0.43% 61
2023
Q1 		– Sell
-102,699
Closed -$7.33M – 761
2022
Q4 		$7.33M Buy
102,699
+49,021
+91% +$3.28M 0.06% 294
2022
Q3 		$3.65M Sell
53,678
-806,787
-94% -$61.1M 0.03% 410
2022
Q2 		$61.4M Sell
860,465
-47,731
-5% -$3.5M 0.53% 44
2022
Q1 		$65.9M Sell
908,196
-34,582
-4% -$2.34M 0.48% 48
2021
Q4 		$64.7M Sell
942,778
-18,304
-2% -$1.17M 0.46% 52
2021
Q3 		$59.6M Sell
961,082
-57,586
-6% -$3.71M 0.45% 58
2021
Q2 		$61.6M Buy
1,018,668
+886,732
+672% +$56.7M 0.46% 43
2021
Q1 		$8.2M Sell
131,936
-5,953
-4% -$356K 0.06% 313
2020
Q4 		$8.47M Buy
137,889
+6,768
+5% +$407K 0.07% 273
2020
Q3 		$7.11M Buy
131,121
+18,586
+17% +$993K 0.07% 246
2020
Q2 		$5.83M Buy
112,535
+25,610
+29% +$1.42M 0.06% 287
2020
Q1 		$4.71M Buy
86,925
+34,126
+65% +$2.16M 0.06% 279
2019
Q4 		$3.31M Buy
+52,799
New +$3.27M 0.02% 467
2016
Q3 		– Sell
-390,710
Closed -$21M – 986
2016
Q2 		$21M Sell
390,710
-3,910
-1% -$197K 0.14% 138
2016
Q1 		$20.4M Buy
+394,620
New +$19.2M 0.13% 143

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brandywine Global Investment Management's SO Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Southern Company (SO) stake by 2% in Q4 2025, selling an estimated $514K and leaving 273,908 shares worth $23.9M. The position accounts for 0.16% of the portfolio, ranked #146.

Brandywine Global Investment Management first reported a position in SO in Q1 2016 and has held it in 23 quarters since. The position peaked at $67.6M in Q2 2024. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Brandywine Global Investment Management held 273,908 shares of Southern Company worth $23.9M as of Q4 2025.
  • Brandywine Global Investment Management sold 5,626 Southern Company shares in Q4 2025, an estimated $514K.
  • Southern Company made up 0.16% of Brandywine Global Investment Management's portfolio in Q4 2025, its #146 holding.
  • Brandywine Global Investment Management first reported a position in Southern Company in Q1 2016 and has held it in 23 quarters since.
  • Brandywine Global Investment Management's Southern Company position peaked at $67.6M in Q2 2024.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.