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	–	Sell	-1,300	Closed	-$113K	–	1837
2025 Q4	$113K	Hold	1,300	–	–	﹤0.01%	1333
2025 Q3	$123K	Hold	1,300	–	–	﹤0.01%	1264
2025 Q2	$119K	Sell	1,300 -13,600	-91%	-$1.22M	﹤0.01%	1163
2025 Q1	$1.37M	Buy	14,900 +2,900	+24%	+$251K	0.01%	724
2024 Q4	$988K	Sell	12,000 -1,000	-8%	-$87.7K	0.01%	733
2024 Q3	$1.17M	Hold	13,000	–	–	0.01%	714
2024 Q2	$1.01M	Hold	13,000	–	–	0.01%	671
2024 Q1	$933K	Hold	13,000	–	–	0.01%	687
2023 Q4	$912K	Buy	+13,000	New	+$893K	0.01%	589

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.