Brandywine Global Investment Management, LLC / SO
Brandywine Global Investment Management, LLC’s Southern Co Position
Does Brandywine Global Investment Management, LLC own Southern Co (SO)? Yes — 273.9K shares worth $24M (+0.16% of its 13F portfolio) as of Q4 2025, down from 279.5K shares the prior filed quarter.
Position Value
$24M
Q4 2025
Shares
273.9K
% of Portfolio
+0.16%
Quarters Held
21
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 273.9K | $24M | +0.16% |
| Q3 2025 | 279.5K | $26M | +0.18% |
| Q2 2025 | 279.0K | $26M | +0.18% |
| Q1 2025 | 285.5K | $26M | +0.19% |
| Q4 2024 | 607.9K | $50M | +0.36% |
| Q3 2024 | 320.9K | $29M | +0.19% |
| Q2 2024 | 871.6K | $68M | +0.51% |
| Q1 2024 | 837.7K | $60M | +0.43% |
| Q4 2022 | 102.7K | $7M | +0.06% |
| Q3 2022 | 53.7K | $4M | +0.03% |
| Q2 2022 | 860.5K | $61M | +0.53% |
| Q1 2022 | 908.2K | $66M | +0.48% |
| Q4 2021 | 942.8K | $65M | +0.46% |
| Q3 2021 | 961.1K | $60M | +0.45% |
| Q2 2021 | 1.02M | $62M | +0.46% |
| Q1 2021 | 131.9K | $8M | +0.06% |
| Q4 2020 | 137.9K | $8M | +0.07% |
| Q3 2020 | 131.1K | $7M | +0.07% |
| Q2 2020 | 112.5K | $6M | +0.06% |
| Q1 2020 | 86.9K | $5M | +0.06% |
| Q4 2019 | 52.8K | $3M | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Global Investment Management, LLC’s full portfolio or all institutional holders of SO.