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Compagnie Lombard Odier SCmA’s Southern Company SO Stock Holding History

Compagnie Lombard Odier SCmA’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 		– Sell
-500
Closed -$47.4K – 461
2025
Q3 		$47.4K Hold
500
– – ﹤0.01% 348
2025
Q2 		$45.9K Hold
500
– – ﹤0.01% 331
2025
Q1 		$46K Hold
500
– – ﹤0.01% 363
2024
Q4 		$41.2K Sell
500
-34,000
-99% -$2.98M ﹤0.01% 349
2024
Q3 		$3.11M Hold
34,500
– – 0.05% 107
2024
Q2 		$2.68M Hold
34,500
– – 0.05% 111
2024
Q1 		$2.48M Hold
34,500
– – 0.04% 124
2023
Q4 		$2.42M Buy
+34,500
New +$2.37M 0.04% 144
2021
Q2 		– Sell
-9,000
Closed -$559K – 685
2021
Q1 		$559K Sell
9,000
-9,600
-52% -$575K 0.01% 260
2020
Q4 		$1.14M Buy
+18,600
New +$1.12M 0.03% 157
2019
Q3 		– Sell
-1,760
Closed -$97K – 547
2019
Q2 		$97K Hold
1,760
– – ﹤0.01% 306
2019
Q1 		$91K Hold
1,760
– – ﹤0.01% 358
2018
Q4 		$77K Hold
1,760
– – ﹤0.01% 350
2018
Q3 		$77K Hold
1,760
– – ﹤0.01% 386
2018
Q2 		$82K Buy
1,760
+880
+100% +$39.4K ﹤0.01% 381
2018
Q1 		$39K Buy
+880
New +$39.1K ﹤0.01% 472
2015
Q4 		– Sell
-1,900
Closed -$85K – 968
2015
Q3 		$85K Buy
+1,900
New +$83.4K ﹤0.01% 546
2015
Q2 		– Sell
-2,752
Closed -$122K – 923
2015
Q1 		$122K Hold
2,752
– – ﹤0.01% 611
2014
Q4 		$135K Sell
2,752
-13,868
-83% -$655K 0.01% 489
2014
Q3 		$726K Buy
16,620
+289
+2% +$12.7K 0.03% 243
2014
Q2 		$742K Buy
16,331
+337
+2% +$14.9K 0.03% 239
2014
Q1 		$703K Buy
15,994
+290
+2% +$12.2K 0.03% 258
2013
Q4 		$645K Buy
+15,704
New +$648K 0.03% 269

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Compagnie Lombard Odier SCmA's SO Position: Q4 2025 in Review

Compagnie Lombard Odier SCmA sold out of Southern Company (SO) in Q4 2025, closing a stake of 500 shares — an estimated $47.4K sold.

Compagnie Lombard Odier SCmA first reported a position in SO in Q4 2013 and held it in 23 quarters. The position peaked at $3.11M in Q3 2024. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Compagnie Lombard Odier SCmA reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 500 Southern Company shares in Q4 2025, an estimated $47.4K.
  • Compagnie Lombard Odier SCmA first reported a position in Southern Company in Q4 2013 and held it in 23 quarters.
  • Compagnie Lombard Odier SCmA's Southern Company position peaked at $3.11M in Q3 2024.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2025, filed 16 Jan 2026.