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LGT Fund Management’s Southern Company SO Stock Holding History

LGT Fund 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
2026
Q2 		$211K Sell
2,200
-2,878
-57% -$271K 0.01% 233
2026
Q1 		$490K Sell
5,078
-1,547
-23% -$143K 0.02% 220
2025
Q4 		$580K Hold
6,625
– – 0.05% 170
2025
Q3 		$628K Sell
6,625
-570
-8% -$53.2K 0.05% 170
2025
Q2 		$661K Sell
7,195
-1,142
-14% -$103K 0.06% 170
2025
Q1 		$767K Buy
8,337
+1,542
+23% +$133K 0.07% 159
2024
Q4 		$559K Buy
6,795
+2,200
+48% +$193K 0.05% 183
2024
Q3 		$421K Buy
+4,595
New +$393K 0.04% 167

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

LGT Fund Management's SO Position: Q2 2026 in Review

LGT Fund Management reduced its Southern Company (SO) stake by 57% in Q2 2026, selling an estimated $271K and leaving 2,200 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #233.

LGT Fund Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $767K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LGT Fund Management held 2,200 shares of Southern Company worth $211K as of Q2 2026.
  • LGT Fund Management sold 2,878 Southern Company shares in Q2 2026, an estimated $271K.
  • Southern Company made up 0.01% of LGT Fund Management's portfolio in Q2 2026, its #233 holding.
  • LGT Fund Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • LGT Fund Management's Southern Company position peaked at $767K in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.