LAM
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LOM Asset Management’s Southern Company SO Stock Holding History

LOM Asset Management’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 		$289K Sell
3,015
-100
-3% -$9.41K 0.07% 151
2026
Q1 		$301K Sell
3,115
-100
-3% -$9.25K 0.09% 142
2025
Q4 		$280K Hold
3,215
– – 0.08% 144
2025
Q3 		$305K Sell
3,215
-50
-2% -$4.67K 0.09% 135
2025
Q2 		$300K Buy
+3,265
New +$293K 0.1% 137

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

LOM Asset Management's SO Position: Q2 2026 in Review

LOM Asset Management reduced its Southern Company (SO) stake by 3.2% in Q2 2026, selling an estimated $9.41K and leaving 3,015 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #151.

LOM Asset Management first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • LOM Asset Management held 3,015 shares of Southern Company worth $289K as of Q2 2026.
  • LOM Asset Management sold 100 Southern Company shares in Q2 2026, an estimated $9.41K.
  • Southern Company made up 0.07% of LOM Asset Management's portfolio in Q2 2026, its #151 holding.
  • LOM Asset Management first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Southern Company position peaked at $305K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.