Jeremy Grantham's SO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13,534 shares of The Southern Company (SO) worth $1.18 M, representing 0.00% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in SO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 1,762 shares. Largest reduction occurred in Q1 2025, reducing 1,328 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +300 | Add 2.27% | 13,534 | $94.77 |
| Q2 2025 | +676 | Add 5.38% | 13,234 | $91.83 |
| Q1 2025 | -1,328 | Reduce 9.56% | 12,558 | $91.95 |
| Q4 2024 | +1,762 | Add 14.53% | 13,886 | $82.32 |
| Q3 2024 | +12,124 | New Buy | 12,124 | $90.18 |
Jeremy Grantham's The Southern Company Investment FAQs
Jeremy Grantham first purchased The Southern Company (SO) in Q3 2024, acquiring 12,124 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Southern Company (SO) for 6 quarters since Q3 2024.
Jeremy Grantham's largest addition to The Southern Company (SO) was in Q3 2024, adding 12,124 shares worth $1.09 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,534 shares of The Southern Company (SO), valued at approximately $1.18 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The Southern Company (SO) was 13,886 shares, as reported at the end of Q4 2024.