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 $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.