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	–	Sell	-11,600	Closed	-$1.12M	–	1759
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.