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 Q1	$1.12M	Sell	11,600 -8,800	-43%	-$814K	﹤0.01%	961
2025 Q4	$1.78M	Hold	20,400	–	–	﹤0.01%	844
2025 Q3	$1.93M	Hold	20,400	–	–	0.01%	746
2025 Q2	$1.87M	Buy	20,400 +7,000	+52%	+$629K	0.01%	663
2025 Q1	$1.23M	Buy	+13,400	New	+$1.16M	0.01%	741
2024 Q4	–	Sell	-11,500	Closed	-$1.04M	–	1570
2024 Q3	$1.04M	Hold	11,500	–	–	0.01%	738
2024 Q2	$892K	Hold	11,500	–	–	0.01%	685
2024 Q1	$825K	Hold	11,500	–	–	0.01%	699
2023 Q4	$806K	Buy	+11,500	New	+$790K	0.01%	604

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

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.