Van Lanschot Kempen Investment Management’s Southern Company SO Stock Holding History

Van Lanschot Kempen Investment 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	$7.8M	Buy	81,463 +3,163	+4%	+$298K	0.06%	179
2026 Q1	$7.56M	Sell	78,300 -7,961	-9%	-$736K	0.07%	169
2025 Q4	$7.52M	Sell	86,261 -4,306	-5%	-$393K	0.06%	179
2025 Q3	$8.58M	Sell	90,567 -1,180	-1%	-$110K	0.08%	171
2025 Q2	$8.43M	Buy	+91,747	New	+$8.24M	0.08%	164
2024 Q4	–	Sell	-73,382	Closed	-$6.62M	–	240
2024 Q3	$6.62M	Hold	73,382	–	–	0.07%	151
2024 Q2	$5.69M	Hold	73,382	–	–	0.06%	155
2024 Q1	$5.26M	Sell	73,382 -45,215	-38%	-$3.12M	0.07%	157
2023 Q4	$8.32M	Hold	118,597	–	–	0.12%	140
2023 Q3	$7.68M	Hold	118,597	–	–	0.14%	119
2023 Q2	$8.33M	Buy	118,597 +3,691	+3%	+$265K	0.15%	118
2023 Q1	$8M	Buy	114,906 +11,874	+12%	+$800K	0.15%	117
2022 Q4	$7.36M	Buy	103,032 +21,469	+26%	+$1.44M	0.21%	108
2022 Q3	$5.55M	Buy	81,563 +43,745	+116%	+$3.31M	0.22%	102
2022 Q2	$2.7M	Buy	37,818 +4,779	+14%	+$351K	0.1%	129
2022 Q1	$2.4M	Hold	33,039	–	–	0.07%	143
2021 Q4	$2.27M	Buy	33,039 +12,871	+64%	+$821K	0.07%	130
2021 Q3	$1.25M	Buy	20,168 +7,478	+59%	+$481K	0.04%	152
2021 Q2	$768K	Hold	12,690	–	–	0.03%	169
2021 Q1	$789K	Buy	12,690 +8,256	+186%	+$494K	0.04%	147
2020 Q4	$272K	Hold	4,434	–	–	0.02%	145
2020 Q3	$240K	Buy	4,434 +807	+22%	+$43.1K	0.02%	139
2020 Q2	$188K	Sell	3,627 -3,086	-46%	-$172K	0.01%	143
2020 Q1	$363K	Buy	+6,713	New	+$425K	0.03%	144
2015 Q1	–	Sell	-509,050	Closed	-$25M	–	131
2014 Q4	$25M	Sell	509,050 -222,550	-30%	-$10.5M	2.75%	21
2014 Q3	$31.9M	Sell	731,600 -177,800	-20%	-$7.81M	3.33%	17
2014 Q2	$41.3M	Sell	909,400 -59,800	-6%	-$2.64M	4%	3
2014 Q1	$42.6M	Buy	969,200 +51,600	+6%	+$2.16M	4.05%	3
2013 Q4	$38.5M	Buy	+917,600	New	+$37.9M	3.22%	20

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Van Lanschot Kempen Investment Management's SO Position: Q2 2026 in Review

Van Lanschot Kempen Investment Management increased its Southern Company (SO) stake by 4% in Q2 2026, buying an estimated $298K and bringing the position to 81,463 shares worth $7.8M. The position accounts for 0.06% of the portfolio, ranked #179.

Van Lanschot Kempen Investment Management first reported a position in SO in Q4 2013 and has held it in 29 quarters since. The position peaked at $42.6M in Q1 2014. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Van Lanschot Kempen Investment Management held 81,463 shares of Southern Company worth $7.8M as of Q2 2026.
Van Lanschot Kempen Investment Management bought 3,163 Southern Company shares in Q2 2026, an estimated $298K.
Southern Company made up 0.06% of Van Lanschot Kempen Investment Management's portfolio in Q2 2026, its #179 holding.
Van Lanschot Kempen Investment Management first reported a position in Southern Company in Q4 2013 and has held it in 29 quarters since.
Van Lanschot Kempen Investment Management's Southern Company position peaked at $42.6M in Q1 2014.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.