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Lombard Odier Asset Management (Europe)’s Southern Company SO Stock Holding History

Lombard Odier Asset Management (Europe)’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
2025
Q3 		– Hold
0
– – – 46
2021
Q1 		– Sell
-11,739
Closed -$712K – 290
2020
Q4 		$712K Hold
11,739
– – 0.04% 159
2020
Q3 		$636K Hold
11,739
– – 0.04% 151
2020
Q2 		$609K Buy
11,739
+2,371
+25% +$132K 0.09% 107
2020
Q1 		$507K Sell
9,368
-1,877
-17% -$119K 0.04% 162
2019
Q4 		$716K Hold
11,245
– – 0.05% 151
2019
Q3 		$695K Hold
11,245
– – 0.06% 152
2019
Q2 		$622K Buy
11,245
+789
+8% +$42.2K 0.05% 162
2019
Q1 		$540K Hold
10,456
– – 0.05% 159
2018
Q4 		$459K Hold
10,456
– – 0.04% 184
2018
Q3 		$456K Hold
10,456
– – 0.03% 218
2018
Q2 		$484K Hold
10,456
– – 0.04% 192
2018
Q1 		$467K Sell
10,456
-1,272
-11% -$56.5K 0.03% 197
2017
Q4 		$564K Buy
11,728
+430
+4% +$21.9K 0.04% 189
2017
Q3 		$555K Hold
11,298
– – 0.03% 208
2017
Q2 		$541K Hold
11,298
– – 0.03% 206
2017
Q1 		$562K Sell
11,298
-1,616
-13% -$79.9K 0.03% 181
2016
Q4 		$635K Hold
12,914
– – 0.23% 118
2016
Q3 		$662K Hold
12,914
– – 0.23% 121
2016
Q2 		$693K Buy
+12,914
New +$649K 0.04% 155
2015
Q1 		– Sell
-6,932
Closed -$342K – 151
2014
Q4 		$342K Buy
+6,932
New +$327K 0.07% 137

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s SO Position: Q3 2025 in Review

Lombard Odier Asset Management (Europe) held its Southern Company (SO) position steady in Q3 2025 at 0 shares worth $16.7M. The position accounts for 0.84% of the portfolio, ranked #46.

Lombard Odier Asset Management (Europe) first reported a position in SO in Q4 2014 and has held it in 20 quarters since. The position peaked at $716K in Q4 2019. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Lombard Odier Asset Management (Europe) held 0 shares of Southern Company worth $16.7M as of Q3 2025.
  • Lombard Odier Asset Management (Europe) left its Southern Company share count unchanged in Q3 2025.
  • Southern Company made up 0.84% of Lombard Odier Asset Management (Europe)'s portfolio in Q3 2025, its #46 holding.
  • Lombard Odier Asset Management (Europe) first reported a position in Southern Company in Q4 2014 and has held it in 20 quarters since.
  • Lombard Odier Asset Management (Europe)'s Southern Company position peaked at $716K in Q4 2019.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q3 2025, filed 14 Nov 2025.