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Lighthouse Investment Partners’s Southern Company SO Stock Holding History

Lighthouse Investment 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
Q2 		$9.46M Buy
+98,824
New +$9.3M 0.26% 105
2025
Q3 		– Sell
-3,000
Closed -$275K – 765
2025
Q2 		$275K Buy
+3,000
New +$269K 0.01% 497
2023
Q3 		– Sell
-55,653
Closed -$3.91M – 420
2023
Q2 		$3.91M Buy
+55,653
New +$3.99M 0.21% 112

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's SO Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Southern Company (SO) in Q2 2026: 98,824 shares worth $9.46M. The stake represents 0.26% of the portfolio and ranks #105 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in SO as recently as Q2 2025.

Lighthouse Investment Partners first reported a position in SO in Q2 2023 and has held it in 3 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lighthouse Investment Partners held 98,824 shares of Southern Company worth $9.46M as of Q2 2026.
  • Southern Company was a new Lighthouse Investment Partners position in Q2 2026.
  • Southern Company made up 0.26% of Lighthouse Investment Partners's portfolio in Q2 2026, its #105 holding.
  • Lighthouse Investment Partners first reported a position in Southern Company in Q2 2023 and has held it in 3 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.