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

Lombard Odier Asset Management (Switzerland)’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 		$3.88M Sell
40,153
-100
-0.2% -$9.25K 0.15% 149
2025
Q4 		$3.51M Buy
+40,253
New +$3.67M 0.15% 142
2025
Q3 		– Sell
-10,153
Closed -$932K – 300
2025
Q2 		$932K Hold
10,153
– – 0.05% 240
2025
Q1 		$934K Sell
10,153
-2,921
-22% -$253K 0.05% 223
2024
Q4 		$1.08M Sell
13,074
-13,243
-50% -$1.16M 0.08% 205
2024
Q3 		$2.37M Sell
26,317
-33,150
-56% -$2.83M 0.2% 129
2024
Q2 		$4.61M Sell
59,467
-7,618
-11% -$577K 0.47% 54
2024
Q1 		$4.81M Buy
+67,085
New +$4.63M 0.34% 83
2020
Q1 		– Sell
-3,405
Closed -$217K – 397
2019
Q4 		$217K Hold
3,405
– – 0.02% 352
2019
Q3 		$210K Buy
+3,405
New +$197K 0.02% 342
2016
Q2 		– Sell
-1,948
Closed -$101K – 418
2016
Q1 		$101K Hold
1,948
– – 0.01% 343
2015
Q4 		$92K Sell
1,948
-23,784
-92% -$1.08M 0.01% 375
2015
Q3 		$1.15M Buy
25,732
+11,374
+79% +$499K 0.11% 81
2015
Q2 		$602K Sell
14,358
-11,709
-45% -$510K 0.05% 269
2015
Q1 		$1.16M Buy
26,067
+19,135
+276% +$909K 0.13% 115
2014
Q4 		$342K Sell
6,932
-85,188
-92% -$4.02M 0.04% 298
2014
Q3 		$4.04M Buy
92,120
+75,789
+464% +$3.33M 0.1% 214
2014
Q2 		$737K Buy
+16,331
New +$722K 0.08% 155

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s SO Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Southern Company (SO) stake by 0.25% in Q1 2026, selling an estimated $9.25K and leaving 40,153 shares worth $3.88M. The position accounts for 0.15% of the portfolio, ranked #149.

Lombard Odier Asset Management (Switzerland) first reported a position in SO in Q2 2014 and has held it in 18 quarters since. The position peaked at $4.81M in Q1 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Lombard Odier Asset Management (Switzerland) held 40,153 shares of Southern Company worth $3.88M as of Q1 2026.
  • Lombard Odier Asset Management (Switzerland) sold 100 Southern Company shares in Q1 2026, an estimated $9.25K.
  • Southern Company made up 0.15% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #149 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Southern Company in Q2 2014 and has held it in 18 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s Southern Company position peaked at $4.81M in Q1 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.