Grantham, Mayo, Van Otterloo & Co (GMO)’s Southern Company SO Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	–	Sell	-13,534	Closed	-$1.18M	–	721
2025 Q4	$1.18M	Hold	13,534	–	–	﹤0.01%	490
2025 Q3	$1.28M	Buy	13,534 +300	+2%	+$28K	﹤0.01%	434
2025 Q2	$1.22M	Buy	13,234 +676	+5%	+$60.7K	﹤0.01%	431
2025 Q1	$1.15M	Sell	12,558 -1,328	-10%	-$115K	﹤0.01%	442
2024 Q4	$1.14M	Buy	13,886 +1,762	+15%	+$155K	﹤0.01%	437
2024 Q3	$1.09M	Buy	+12,124	New	+$1.04M	﹤0.01%	438

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s SO Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Southern Company (SO) in Q1 2026, closing a stake of 13,534 shares — an estimated $1.18M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SO in Q3 2024 and held it in 6 quarters. The position peaked at $1.28M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 13,534 Southern Company shares in Q1 2026, an estimated $1.18M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Southern Company in Q3 2024 and held it in 6 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Southern Company position peaked at $1.28M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.