LP
SO icon

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
2026
Q2 		$543K Buy
+5,677
New +$534K ﹤0.01% 1165
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 		$1.15M 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 -$1.86M – 576
2016
Q1 		$1.86M 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 $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

LMR Partners's SO Position: Q2 2026 in Review

LMR Partners opened a new position in Southern Company (SO) in Q2 2026: 5,677 shares worth $543K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: LMR Partners previously reported a position in SO as recently as Q3 2025.

LMR Partners first reported a position in SO in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.96M in Q1 2021. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LMR Partners held 5,677 shares of Southern Company worth $543K as of Q2 2026.
  • Southern Company was a new LMR Partners position in Q2 2026.
  • Southern Company made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1165 holding.
  • LMR Partners first reported a position in Southern Company in Q1 2014 and has held it in 19 quarters since.
  • LMR Partners's Southern Company position peaked at $2.96M in Q1 2021.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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