Loomis, Sayles & Company
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Loomis, Sayles & Company’s Southern Company SO Stock Holding History

Loomis, Sayles & Company’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 		$27.8K Sell
288
-112
-28% -$10.4K ﹤0.01% 656
2025
Q4 		$34.9K Sell
400
-15
-4% -$1.37K ﹤0.01% 637
2025
Q3 		$39.3K Buy
415
+7
+2% +$653 ﹤0.01% 639
2025
Q2 		$37.5K Buy
+408
New +$36.6K ﹤0.01% 642
2024
Q1 		– Sell
-152
Closed -$11K – 932
2023
Q4 		$11K Buy
+152
New +$10.4K ﹤0.01% 775
2023
Q3 		– Sell
-85
Closed -$6K – 1015
2023
Q2 		$6K Buy
85
+57
+204% +$4.09K ﹤0.01% 809
2023
Q1 		$2K Sell
28
-649
-96% -$43.7K ﹤0.01% 952
2022
Q4 		$48K Buy
677
+654
+2,843% +$43.7K ﹤0.01% 619
2022
Q3 		$2K Sell
23
-44
-66% -$3.33K ﹤0.01% 846
2022
Q2 		$5K Sell
67
-40
-37% -$2.94K ﹤0.01% 732
2022
Q1 		$8K Buy
+107
New +$7.25K ﹤0.01% 742
2021
Q4 		– Sell
-25,294
Closed -$1.57M – 891
2021
Q3 		$1.57M Buy
25,294
+24,995
+8,360% +$1.61M ﹤0.01% 487
2021
Q2 		$18K Buy
+299
New +$19.1K ﹤0.01% 698
2020
Q3 		– Sell
-428
Closed -$22K – 715
2020
Q2 		$22K Sell
428
-23
-5% -$1.28K ﹤0.01% 564
2020
Q1 		$24K Sell
451
-1,291
-74% -$81.8K ﹤0.01% 574
2019
Q4 		$111K Buy
1,742
+153
+10% +$9.48K ﹤0.01% 566
2019
Q3 		$98K Sell
1,589
-15,558
-91% -$902K ﹤0.01% 553
2019
Q2 		$948K Buy
+17,147
New +$918K ﹤0.01% 487
2017
Q1 		– Sell
-74
Closed -$4K – 1030
2016
Q4 		$4K Hold
74
– – ﹤0.01% 931
2016
Q3 		$4K Sell
74
-2,397
-97% -$126K ﹤0.01% 921
2016
Q2 		$133K Buy
2,471
+2,020
+448% +$102K ﹤0.01% 651
2016
Q1 		$23K Buy
+451
New +$22K ﹤0.01% 712

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

Loomis, Sayles & Company's SO Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Southern Company (SO) stake by 28% in Q1 2026, selling an estimated $10.4K and leaving 288 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Loomis, Sayles & Company first reported a position in SO in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.57M in Q3 2021. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Loomis, Sayles & Company held 288 shares of Southern Company worth $27.8K as of Q1 2026.
  • Loomis, Sayles & Company sold 112 Southern Company shares in Q1 2026, an estimated $10.4K.
  • Southern Company made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #656 holding.
  • Loomis, Sayles & Company first reported a position in Southern Company in Q1 2016 and has held it in 22 quarters since.
  • Loomis, Sayles & Company's Southern Company position peaked at $1.57M in Q3 2021.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.