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Oliver Lagore Vanvalin Investment Group’s Southern Company SO Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$462K Buy
+5,025
New +$451K 0.18% 96
2024
Q4 		$414K Hold
5,034
– – 0.11% 96
2024
Q3 		$454K Buy
5,034
+10
+0.2% +$854 0.12% 90
2024
Q2 		$390K Buy
5,024
+1,450
+41% +$110K 0.11% 90
2024
Q1 		$256K Sell
3,574
-1,078
-23% -$74.4K 0.08% 112
2023
Q4 		$326K Buy
4,652
+13
+0.3% +$893 0.12% 91
2023
Q3 		$300K Buy
4,639
+447
+11% +$31K 0.12% 103
2023
Q2 		$295K Buy
4,192
+1,256
+43% +$90.1K 0.11% 116
2023
Q1 		$204K Buy
2,936
+1,387
+90% +$93.4K 0.09% 88
2022
Q4 		$111K Sell
1,549
-489
-24% -$32.7K 0.06% 118
2022
Q3 		$139K Buy
2,038
+398
+24% +$30.1K 0.09% 100
2022
Q2 		$117K Sell
1,640
-137
-8% -$10.1K 0.07% 117
2022
Q1 		$128K Buy
+1,777
New +$120K 0.09% 113

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SO Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Southern Company (SO) in Q2 2025: 5,025 shares worth $462K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SO in Q1 2022 and has held it in 13 quarters since. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 5,025 shares of Southern Company worth $462K as of Q2 2025.
  • Southern Company was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Southern Company made up 0.18% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #96 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Southern Company in Q1 2022 and has held it in 13 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.