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Lumbard & Kellner’s Southern Company SO Stock Holding History

Lumbard & Kellner’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
Q1 		– Sell
-63,035
Closed -$5.19M – 90
2024
Q4 		$5.19M Sell
63,035
-2,907
-4% -$255K 2.23% 18
2024
Q3 		$5.95M Sell
65,942
-41
-0.1% -$3.5K 2.62% 12
2024
Q2 		$5.12M Sell
65,983
-418
-0.6% -$31.7K 2.42% 14
2024
Q1 		$4.76M Sell
66,401
-100
-0.2% -$6.9K 2.32% 19
2023
Q4 		$4.66M Buy
+66,501
New +$4.57M 2.7% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumbard & Kellner's SO Position: Q1 2025 in Review

Lumbard & Kellner sold out of Southern Company (SO) in Q1 2025, closing a stake of 63,035 shares — an estimated $5.19M sold.

Lumbard & Kellner first reported a position in SO in Q4 2023 and held it in 5 quarters. The position peaked at $5.95M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Lumbard & Kellner reported no remaining Southern Company position as of Q1 2025 after selling out during the quarter.
  • Lumbard & Kellner sold 63,035 Southern Company shares in Q1 2025, an estimated $5.19M.
  • Lumbard & Kellner first reported a position in Southern Company in Q4 2023 and held it in 5 quarters.
  • Lumbard & Kellner's Southern Company position peaked at $5.95M in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Lumbard & Kellner's 13F filing for Q1 2025, filed 21 Apr 2025.