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LMR Partners’s Southern Company SO Stock Holding History

LMR 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
2025
Q4 		– Sell
-1,356
Closed -$124K – 1710
2025
Q3 		$129K Buy
1,356
+1,352
+33,800% +$126K ﹤0.01% 1262
2025
Q2 		$367 Hold
4
– – ﹤0.01% 1344
2025
Q1 		$368 Sell
4
-102
-96% -$8.83K ﹤0.01% 1325
2024
Q4 		$8.73K Buy
106
+102
+2,550% +$8.95K ﹤0.01% 1120
2024
Q3 		$361 Buy
+4
New +$342 ﹤0.01% 1240
2021
Q2 		– Sell
-47,707
Closed -$2.96M – 1308
2021
Q1 		$2.96M Buy
+47,707
New +$2.86M 0.07% 247
2020
Q3 		– Sell
-19,600
Closed -$1.02M – 612
2020
Q2 		$1.02M Buy
19,600
+8,374
+75% +$466K 0.03% 357
2020
Q1 		$651K Sell
11,226
-6,743
-38% -$427K 0.03% 158
2019
Q4 		$1.15K Buy
17,969
+11,782
+190% +$730K ﹤0.01% 198
2019
Q3 		$382K Buy
+6,187
New +$359K 0.02% 302
2019
Q2 		– Sell
-41,508
Closed -$2.15M – 566
2019
Q1 		$2.15M Buy
+41,508
New +$2.03M 0.11% 120
2018
Q4 		– Sell
-11,889
Closed -$518K – 467
2018
Q3 		$518K Buy
+11,889
New +$548K 0.03% 183
2017
Q3 		– Sell
-30,561
Closed -$1.46M – 522
2017
Q2 		$1.46M Buy
30,561
+19,897
+187% +$998K 0.09% 231
2017
Q1 		$531K Buy
+10,664
New +$527K 0.05% 206
2016
Q2 		– Sell
-35,944
Closed -$1.86K – 576
2016
Q1 		$1.86K Buy
+35,944
New +$1.75M 0.2% 92
2015
Q4 		– Sell
-36,574
Closed -$1.63M – 336
2015
Q3 		$1.63M Buy
+36,574
New +$1.6M 0.18% 126
2014
Q4 		– Sell
-5,927
Closed -$258K – 459
2014
Q3 		$258K Buy
+5,927
New +$260K 0.02% 230
2014
Q2 		– Sell
-6,909
Closed -$304K – 552
2014
Q1 		$304K Buy
+6,909
New +$290K 0.04% 187

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LMR Partners's SO Position: Q4 2025 in Review

LMR Partners sold out of Southern Company (SO) in Q4 2025, closing a stake of 1,356 shares — an estimated $124K sold.

LMR Partners first reported a position in SO in Q1 2014 and held it in 18 quarters. The position peaked at $2.96M in Q1 2021. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • LMR Partners reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • LMR Partners sold 1,356 Southern Company shares in Q4 2025, an estimated $124K.
  • LMR Partners first reported a position in Southern Company in Q1 2014 and held it in 18 quarters.
  • LMR Partners's Southern Company position peaked at $2.96M in Q1 2021.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.