Silvant Capital Management’s Southern Company SO Stock Holding History

Silvant 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	$165K	Hold	1,727	–	–	﹤0.01%	213
2026 Q1	$167K	Hold	1,727	–	–	0.01%	205
2025 Q4	$151K	Hold	1,727	–	–	0.01%	201
2025 Q3	$164K	Hold	1,727	–	–	0.01%	194
2025 Q2	$159K	Hold	1,727	–	–	0.01%	190
2025 Q1	$159K	Hold	1,727	–	–	0.01%	185
2024 Q4	$142K	Hold	1,727	–	–	0.01%	195
2024 Q3	$156K	Hold	1,727	–	–	0.01%	193
2024 Q2	$134K	Hold	1,727	–	–	0.01%	195
2024 Q1	$124K	Hold	1,727	–	–	0.01%	203
2023 Q4	$121K	Hold	1,727	–	–	0.01%	198
2023 Q3	$112K	Hold	1,727	–	–	0.01%	197
2023 Q2	$121K	Hold	1,727	–	–	0.01%	194
2023 Q1	$120K	Hold	1,727	–	–	0.01%	188
2022 Q4	$123K	Hold	1,727	–	–	0.01%	189
2022 Q3	$117K	Hold	1,727	–	–	0.01%	237
2022 Q2	$123K	Hold	1,727	–	–	0.03%	196
2022 Q1	$125K	Hold	1,727	–	–	0.02%	209
2021 Q4	$118K	Hold	1,727	–	–	0.02%	211
2021 Q3	$107K	Hold	1,727	–	–	0.02%	219
2021 Q2	$105K	Hold	1,727	–	–	0.02%	229
2021 Q1	$107K	Hold	1,727	–	–	0.02%	225
2020 Q4	$106K	Hold	1,727	–	–	0.02%	222
2020 Q3	$94K	Hold	1,727	–	–	0.02%	220
2020 Q2	$90K	Hold	1,727	–	–	0.02%	223
2020 Q1	$93K	Hold	1,727	–	–	0.02%	200
2019 Q4	$110K	Hold	1,727	–	–	0.02%	219
2019 Q3	$107K	Buy	1,727 +634	+58%	+$36.7K	0.02%	218
2019 Q2	$60K	Hold	1,093	–	–	0.01%	273
2019 Q1	$56K	Hold	1,093	–	–	0.01%	272
2018 Q4	$48K	Hold	1,093	–	–	0.01%	277
2018 Q3	$48K	Buy	1,093 +520	+91%	+$24K	0.01%	287
2018 Q2	$27K	Buy	+573	New	+$25.6K	﹤0.01%	307

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Silvant Capital Management held its Southern Company (SO) position steady in Q2 2026 at 1,727 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Silvant Capital Management first reported a position in SO in Q2 2018 and has held it in 33 quarters since. The position peaked at $167K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Silvant Capital Management held 1,727 shares of Southern Company worth $165K as of Q2 2026.
Silvant Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Silvant Capital Management's portfolio in Q2 2026, its #213 holding.
Silvant Capital Management first reported a position in Southern Company in Q2 2018 and has held it in 33 quarters since.
Silvant Capital Management's Southern Company position peaked at $167K in Q1 2026.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Silvant Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.