LMCG Investments’s Southern Company SO Stock Holding History

LMCG Investments’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	$246K	Hold	2,550	–	–	0.01%	210
2025 Q4	$222K	Hold	2,550	–	–	0.01%	211
2025 Q3	$242K	Hold	2,550	–	–	0.01%	212
2025 Q2	$234K	Hold	2,550	–	–	0.01%	217
2025 Q1	$234K	Hold	2,550	–	–	0.02%	220
2024 Q4	$210K	Hold	2,550	–	–	0.01%	230
2024 Q3	$230K	Buy	+2,550	New	+$218K	0.01%	215
2023 Q1	–	Sell	-2,902	Closed	-$207K	–	305
2022 Q4	$207K	Buy	+2,902	New	+$194K	0.01%	296
2022 Q3	–	Sell	-2,800	Closed	-$200K	–	334
2022 Q2	$200K	Sell	2,800 -100	-3%	-$7.34K	0.01%	314
2022 Q1	$210K	Buy	+2,900	New	+$196K	0.01%	320
2015 Q3	$235K	Hold	5,250	–	–	0.01%	521
2015 Q2	$220K	Sell	5,250 -75	-1%	-$3.27K	﹤0.01%	509
2015 Q1	$236K	Hold	5,325	–	–	﹤0.01%	527
2014 Q4	$262K	Hold	5,325	–	–	0.01%	459
2014 Q3	$232K	Sell	5,325 -72	-1%	-$3.16K	0.01%	448
2014 Q2	$245K	Buy	5,397 +147	+3%	+$6.5K	0.01%	448
2014 Q1	$231K	Sell	5,250 -350	-6%	-$14.7K	0.01%	453
2013 Q4	$230K	Sell	5,600 -100	-2%	-$4.13K	﹤0.01%	457
2013 Q3	$235K	Buy	5,700 +350	+7%	+$15.1K	0.01%	440
2013 Q2	$236K	Buy	+5,350	New	+$246K	0.01%	441

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

LMCG Investments's SO Position: Q1 2026 in Review

LMCG Investments held its Southern Company (SO) position steady in Q1 2026 at 2,550 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #210.

LMCG Investments first reported a position in SO in Q2 2013 and has held it in 20 quarters since. The position peaked at $262K in Q4 2014. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.

LMCG Investments held 2,550 shares of Southern Company worth $246K as of Q1 2026.
LMCG Investments left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of LMCG Investments's portfolio in Q1 2026, its #210 holding.
LMCG Investments first reported a position in Southern Company in Q2 2013 and has held it in 20 quarters since.
LMCG Investments's Southern Company position peaked at $262K in Q4 2014.
2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on LMCG Investments's 13F filing for Q1 2026, filed 29 Apr 2026.