Longboard Asset Management’s Southern Company SO Stock Holding History

Longboard 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	$246K	Hold	2,573	–	–	4.13%	4
2026 Q1	$248K	Hold	2,573	–	–	4.29%	5
2025 Q4	$224K	Hold	2,573	–	–	1.43%	31
2025 Q3	$244K	Hold	2,573	–	–	0.39%	87
2025 Q2	$236K	Hold	2,573	–	–	0.59%	80
2025 Q1	$237K	Hold	2,573	–	–	0.69%	49
2024 Q4	$212K	Buy	+2,573	New	+$226K	0.56%	106

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Longboard Asset Management held its Southern Company (SO) position steady in Q2 2026 at 2,573 shares worth $246K. The position accounts for 4.13% of the portfolio, ranked #4.

Longboard Asset Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Longboard Asset Management held 2,573 shares of Southern Company worth $246K as of Q2 2026.
Longboard Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 4.13% of Longboard Asset Management's portfolio in Q2 2026, its #4 holding.
Longboard Asset Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Longboard Asset Management's Southern Company position peaked at $248K in Q1 2026.
1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Longboard Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.