SEC 13F Intelligence

Longboard Asset Management, LP / SO

Longboard Asset Management, LP’s Southern Co Position

Does Longboard Asset Management, LP own Southern Co (SO)? Yes2.6K shares worth $246,262 (+4.13% of its 13F portfolio) as of Q2 2026.

Position Value
$246,262
Q2 2026
Shares
2.6K
% of Portfolio
+4.13%
Quarters Held
7
currently held

Position History SO

Reported value by quarter
Q4 ’24: $211,809Q4 ’24Q1 ’25: $236,587Q1 ’25Q2 ’25: $236,279Q2 ’25Q3 ’25: $243,843Q3 ’25Q4 ’25: $224,366Q4 ’25Q1 ’26: $248,346Q1 ’26Q2 ’26: $246,262Q2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20262.6K$246,262+4.13%
Q1 20262.6K$248,346+4.29%
Q4 20252.6K$224,366+1.43%
Q3 20252.6K$243,843+0.39%
Q2 20252.6K$236,279+0.59%
Q1 20252.6K$236,587+0.69%
Q4 20242.6K$211,809+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Longboard Asset Management, LP’s full portfolio or all institutional holders of SO.