Longboard Asset Management
SO icon

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
Q3 		$213K Hold
2,573
– – 5.74% 8
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Longboard Asset Management's SO Position: Q3 2026 in Review

Longboard Asset Management held its Southern Company (SO) position steady in Q3 2026 at 2,573 shares worth $213K. The position accounts for 5.74% of the portfolio, ranked #8.

Longboard Asset Management first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $248K in Q1 2026. 1,661 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Longboard Asset Management held 2,573 shares of Southern Company worth $213K as of Q3 2026.
  • Longboard Asset Management left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 5.74% of Longboard Asset Management's portfolio in Q3 2026, its #8 holding.
  • Longboard Asset Management first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
  • Longboard Asset Management's Southern Company position peaked at $248K in Q1 2026.
  • 1,661 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Longboard Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.