Everence Capital Management’s Southern Company SO Stock Holding History

Everence Capital Management’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	$3.36M	Hold	34,801	–	–	0.2%	96
2025 Q4	$3.04M	Hold	34,801	–	–	0.18%	96
2025 Q3	$3.3M	Hold	34,801	–	–	0.2%	92
2025 Q2	$3.2M	Hold	34,801	–	–	0.21%	88
2025 Q1	$3.2M	Hold	34,801	–	–	0.22%	89
2024 Q4	$2.87M	Sell	34,801 -6,890	-17%	-$604K	0.19%	92
2024 Q3	$3.76M	Hold	41,691	–	–	0.24%	76
2024 Q2	$3.06K	Hold	41,691	–	–	0.21%	89
2024 Q1	$2.99K	Buy	41,691 +5,630	+16%	+$389K	0.2%	96
2023 Q4	$2.53M	Hold	36,061	–	–	0.18%	107
2023 Q3	$2.33K	Hold	36,061	–	–	0.18%	107
2023 Q2	$2.52M	Hold	36,061	–	–	0.2%	96
2023 Q1	$2.51K	Hold	36,061	–	–	0.21%	98
2022 Q4	$2.58K	Buy	36,061 +4,380	+14%	+$293K	0.22%	96
2022 Q3	$2.15M	Hold	31,681	–	–	0.2%	92
2022 Q2	$2.26M	Hold	31,681	–	–	0.2%	95
2022 Q1	$2.3M	Hold	31,681	–	–	0.18%	110
2021 Q4	$2.17M	Hold	31,681	–	–	0.16%	117
2021 Q3	$1.96M	Hold	31,681	–	–	0.16%	112
2021 Q2	$1.92M	Buy	31,681 +6,560	+26%	+$420K	0.16%	118
2021 Q1	$1.56M	Hold	25,121	–	–	0.14%	127
2020 Q4	$1.54M	Sell	25,121 -8,020	-24%	-$482K	0.15%	121
2020 Q3	$1.8M	Hold	33,141	–	–	0.2%	95
2020 Q2	$1.89M	Buy	33,141 +6,320	+24%	+$351K	0.22%	81
2020 Q1	$1.45M	Hold	26,821	–	–	0.2%	83
2019 Q4	$1.71M	Sell	26,821 -16,974	-39%	-$1.05M	0.25%	79
2019 Q3	$2.71M	Hold	43,795	–	–	0.44%	47
2019 Q2	$2.42M	Hold	43,795	–	–	0.4%	52
2019 Q1	$2.26M	Buy	43,795 +8,047	+23%	+$394K	0.4%	55
2018 Q4	$1.57M	Hold	35,748	–	–	0.36%	72
2018 Q3	$1.56M	Hold	35,748	–	–	0.31%	78
2018 Q2	$1.66M	Hold	35,748	–	–	0.35%	69
2018 Q1	$1.6M	Hold	35,748	–	–	0.35%	70
2017 Q4	$1.72M	Buy	35,748 +1,367	+4%	+$69.7K	0.38%	65
2017 Q3	$1.69M	Hold	34,381	–	–	0.39%	70
2017 Q2	$1.65M	Hold	34,381	–	–	0.4%	67
2017 Q1	$1.71M	Hold	34,381	–	–	0.45%	59
2016 Q4	$1.69M	Buy	34,381 +9,470	+38%	+$465K	0.49%	53
2016 Q3	$1.28M	Hold	24,911	–	–	0.38%	69
2016 Q2	$1.34M	Hold	24,911	–	–	0.41%	64
2016 Q1	$1.29M	Hold	24,911	–	–	0.4%	69
2015 Q4	$1.17M	Hold	24,911	–	–	0.38%	73
2015 Q3	$1.11M	Hold	24,911	–	–	0.38%	75
2015 Q2	$1.04M	Hold	24,911	–	–	0.34%	88
2015 Q1	$1.14M	Hold	24,911	–	–	0.38%	77
2014 Q4	$1.22M	Hold	24,911	–	–	0.42%	63
2014 Q3	$1.11M	Hold	24,911	–	–	0.4%	70
2014 Q2	$1.13M	Hold	24,911	–	–	0.42%	67
2014 Q1	$1.09M	Hold	24,911	–	–	0.43%	66
2013 Q4	$1.02M	Buy	24,911 +2,540	+11%	+$105K	0.41%	73
2013 Q3	$921K	Hold	22,371	–	–	0.39%	76
2013 Q2	$987K	Buy	+22,371	New	+$1.03M	0.45%	66

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Everence Capital Management's SO Position: Q1 2026 in Review

Everence Capital Management held its Southern Company (SO) position steady in Q1 2026 at 34,801 shares worth $3.36M. The position accounts for 0.2% of the portfolio, ranked #96.

Everence Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.76M in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Everence Capital Management held 34,801 shares of Southern Company worth $3.36M as of Q1 2026.
Everence Capital Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.2% of Everence Capital Management's portfolio in Q1 2026, its #96 holding.
Everence Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Southern Company position peaked at $3.76M in Q3 2024.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.