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Boston Partners

SEC CIK
0001386060
Latest filing
Aug 4, 2026

SO holding history

Southern Co in every 13F filed by Boston Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
6,174,426
Value
$591.1M
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of SO by Boston Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,174,426$591.1M0.5%+6,133,722+15,069.1%AddedHolders
Q1 202640,704$3.93M<0.1%+2,704+7.1%AddedHolders
Q4 202538,000$3.31M<0.1%−998−2.6%ReducedHolders
Q3 202538,998$3.70M<0.1%−139−0.4%ReducedHolders
Q2 202539,137$3.59M<0.1%−272,913−87.5%ReducedHolders
Q1 2025312,050$28.7M<0.1%−43,947−12.3%ReducedHolders
Q4 2024355,997$29.3M<0.1%+10,867+3.1%AddedHolders
Q3 2024345,130$31.1M<0.1%+20,012+6.2%AddedHolders
Q2 2024325,118$25.2M<0.1%−555,249−63.1%ReducedHolders
Q1 2024880,367$63.2M0.1%+68,561+8.4%AddedHolders
Q4 2023811,806$56.9M0.1%+811,806NewHolders