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Evergreen Capital Management’s Southern Company SO Stock Holding History

Evergreen 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
Q2 		$2.15M Buy
22,483
+9,245
+70% +$870K 0.04% 330
2026
Q1 		$1.28M Buy
13,238
+258
+2% +$23.9K 0.03% 425
2025
Q4 		$1.13M Buy
12,980
+4,579
+55% +$418K 0.03% 437
2025
Q3 		$796K Buy
8,401
+924
+12% +$86.3K 0.02% 465
2025
Q2 		$687K Buy
7,477
+596
+9% +$53.5K 0.02% 452
2025
Q1 		$633K Buy
6,881
+371
+6% +$32.1K 0.02% 431
2024
Q4 		$536K Buy
6,510
+23
+0.4% +$2.02K 0.02% 478
2024
Q3 		$585K Sell
6,487
-119
-2% -$10.2K 0.02% 453
2024
Q2 		$512K Buy
6,606
+731
+12% +$55.4K 0.02% 454
2024
Q1 		$421K Buy
5,875
+336
+6% +$23.2K 0.02% 491
2023
Q4 		$388K Sell
5,539
-2,472
-31% -$170K 0.02% 496
2023
Q3 		$518K Sell
8,011
-1,343
-14% -$93.2K 0.02% 383
2023
Q2 		$657K Buy
9,354
+1,003
+12% +$71.9K 0.03% 340
2023
Q1 		$581K Buy
8,351
+3,881
+87% +$261K 0.03% 351
2022
Q4 		$319K Buy
4,470
+206
+5% +$13.8K 0.02% 468
2022
Q3 		$290K Buy
+4,264
New +$323K 0.02% 455
2022
Q2 		– Sell
-3,138
Closed -$228K – 676
2022
Q1 		$228K Buy
+3,138
New +$213K 0.01% 572
2021
Q1 		– Sell
-9,663
Closed -$594K – 519
2020
Q4 		$594K Buy
9,663
+113
+1% +$6.79K 0.03% 270
2020
Q3 		$518K Buy
9,550
+37
+0.4% +$1.98K 0.04% 258
2020
Q2 		$493K Sell
9,513
-705
-7% -$39.2K 0.04% 240
2020
Q1 		$553K Buy
10,218
+562
+6% +$35.6K 0.05% 210
2019
Q4 		$615K Buy
+9,656
New +$598K 0.05% 216

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Capital Management's SO Position: Q2 2026 in Review

Evergreen Capital Management increased its Southern Company (SO) stake by 70% in Q2 2026, buying an estimated $870K and bringing the position to 22,483 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #330.

Evergreen Capital Management first reported a position in SO in Q4 2019 and has held it in 22 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Evergreen Capital Management held 22,483 shares of Southern Company worth $2.15M as of Q2 2026.
  • Evergreen Capital Management bought 9,245 Southern Company shares in Q2 2026, an estimated $870K.
  • Southern Company made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #330 holding.
  • Evergreen Capital Management first reported a position in Southern Company in Q4 2019 and has held it in 22 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.