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Banque Cantonale Vaudoise’s Southern Company SO Stock Holding History

Banque Cantonale Vaudoise’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
Q1 		$1.76M Buy
18,270
+10,400
+132% +$962K 0.07% 273
2025
Q4 		$686K Buy
7,870
+379
+5% +$34.6K 0.02% 408
2025
Q3 		$710K Sell
7,491
-1,653
-18% -$154K 0.03% 404
2025
Q2 		$840K Sell
9,144
-1,128
-11% -$101K 0.03% 390
2025
Q1 		$945K Buy
+10,272
New +$889K 0.04% 365
2024
Q3 		– Sell
-3,484
Closed -$271K – 988
2024
Q2 		$271K Buy
+3,484
New +$264K 0.01% 552
2023
Q2 		– Sell
-13,519
Closed -$941K – 1227
2023
Q1 		$941K Hold
13,519
– – 0.05% 320
2022
Q4 		$966K Sell
13,519
-14,464
-52% -$967K 0.05% 306
2022
Q3 		$1.9M Buy
27,983
+9,500
+51% +$720K 0.11% 182
2022
Q2 		$1.32M Sell
18,483
-7,600
-29% -$558K 0.07% 282
2022
Q1 		$1.89M Hold
26,083
– – 0.08% 237
2021
Q4 		$1.79M Buy
26,083
+1,600
+7% +$102K 0.07% 272
2021
Q3 		$1.52M Hold
24,483
– – 0.07% 308
2021
Q2 		$1.48M Sell
24,483
-79,980
-77% -$5.11M 0.07% 313
2021
Q1 		$6.49M Sell
104,463
-400
-0.4% -$23.9K 0.33% 53
2020
Q4 		$6.44M Sell
104,863
-10,099
-9% -$607K 0.36% 54
2020
Q3 		$6.23M Buy
114,962
+3,699
+3% +$198K 0.4% 49
2020
Q2 		$5.77M Sell
111,263
-540
-0.5% -$30K 0.42% 43
2020
Q1 		$6.05M Buy
111,803
+48,300
+76% +$3.06M 0.51% 36
2019
Q4 		$4.05M Buy
+63,503
New +$3.94M 0.28% 68

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Banque Cantonale Vaudoise's SO Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its Southern Company (SO) stake by 132% in Q1 2026, buying an estimated $962K and bringing the position to 18,270 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #273.

Banque Cantonale Vaudoise first reported a position in SO in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.49M in Q1 2021. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Banque Cantonale Vaudoise held 18,270 shares of Southern Company worth $1.76M as of Q1 2026.
  • Banque Cantonale Vaudoise bought 10,400 Southern Company shares in Q1 2026, an estimated $962K.
  • Southern Company made up 0.07% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #273 holding.
  • Banque Cantonale Vaudoise first reported a position in Southern Company in Q4 2019 and has held it in 20 quarters since.
  • Banque Cantonale Vaudoise's Southern Company position peaked at $6.49M in Q1 2021.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.