SW
SO icon

SVB Wealth’s Southern Company SO Stock Holding History

SVB Wealth’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 		$854K Sell
8,927
-820
-8% -$77.2K 0.05% 209
2026
Q1 		$941K Buy
9,747
+135
+1% +$12.5K 0.06% 198
2025
Q4 		$838K Sell
9,612
-2,517
-21% -$230K 0.05% 228
2025
Q3 		$1.15M Buy
12,129
+658
+6% +$61.4K 0.06% 212
2025
Q2 		$1.05M Buy
+11,471
New +$1.03M 0.06% 226
2025
Q1 		– Sell
-14,636
Closed -$1.2M – 1758
2024
Q4 		$1.2M Buy
+14,636
New +$1.28M 0.02% 284
2024
Q3 		– Sell
-14,443
Closed -$1.12M – 515
2024
Q2 		$1.12M Sell
14,443
-3,368
-19% -$255K 0.03% 300
2024
Q1 		$1.28M Buy
17,811
+100
+0.6% +$6.9K 0.03% 304
2023
Q4 		$1.24M Buy
17,711
+1,424
+9% +$97.8K 0.03% 305
2023
Q3 		$1.05M Sell
16,287
-2,561
-14% -$178K 0.02% 312
2023
Q2 		$1.32M Sell
18,848
-3,041
-14% -$218K 0.02% 299
2023
Q1 		$1.52M Buy
21,889
+692
+3% +$46.6K 0.02% 319
2022
Q4 		$1.51M Sell
21,197
-1,326
-6% -$88.7K 0.02% 322
2022
Q3 		$1.53M Buy
22,523
+5,365
+31% +$406K 0.02% 291
2022
Q2 		$1.22M Buy
17,158
+518
+3% +$38K 0.02% 288
2022
Q1 		$1.21M Buy
16,640
+4
+0% +$271 0.02% 300
2021
Q4 		$1.14M Buy
16,636
+2,829
+20% +$180K 0.02% 292
2021
Q3 		$856K Sell
13,807
-195
-1% -$12.6K 0.01% 435
2021
Q2 		$847K Buy
14,002
+36
+0.3% +$2.3K 0.01% 430
2021
Q1 		$868K Sell
13,966
-325
-2% -$19.5K 0.01% 377
2020
Q4 		$878K Buy
14,291
+651
+5% +$39.1K 0.01% 350
2020
Q3 		$739K Sell
13,640
-675
-5% -$36.1K 0.01% 342
2020
Q2 		$742K Sell
14,315
-2,087
-13% -$116K 0.01% 311
2020
Q1 		$888K Sell
16,402
-278
-2% -$17.6K 0.02% 248
2019
Q4 		$1.06M Sell
16,680
-6,616
-28% -$410K 0.02% 290
2019
Q3 		$1.44M Buy
23,296
+94
+0.4% +$5.45K 0.03% 241
2019
Q2 		$1.28M Sell
23,202
-2,722
-10% -$146K 0.04% 251
2019
Q1 		$1.34M Sell
25,924
-61
-0.2% -$2.99K 0.05% 193
2018
Q4 		$1.14M Sell
25,985
-54
-0.2% -$2.46K 0.05% 208
2018
Q3 		$1.14M Sell
26,039
-821
-3% -$37.8K 0.04% 233
2018
Q2 		$1.24M Sell
26,860
-190
-0.7% -$8.5K 0.05% 222
2018
Q1 		$1.21M Buy
27,050
+8,199
+43% +$364K 0.05% 232
2017
Q4 		$907K Buy
18,851
+7,136
+61% +$364K 0.03% 273
2017
Q3 		$576K Buy
11,715
+124
+1% +$6.01K 0.02% 334
2017
Q2 		$555K Buy
11,591
+1,251
+12% +$62.7K 0.02% 341
2017
Q1 		$515K Hold
10,340
– – 0.02% 345
2016
Q4 		$509K Sell
10,340
-1,624
-14% -$79.8K 0.02% 335
2016
Q3 		$614K Buy
11,964
+566
+5% +$29.8K 0.03% 310
2016
Q2 		$611K Buy
11,398
+269
+2% +$13.5K 0.02% 314
2016
Q1 		$576K Sell
11,129
-1,757
-14% -$85.6K 0.02% 327
2015
Q4 		$603K Sell
12,886
-285
-2% -$12.9K 0.02% 341
2015
Q3 		$589K Sell
13,171
-974
-7% -$42.7K 0.02% 379
2015
Q2 		$593K Sell
14,145
-1,920
-12% -$83.7K 0.02% 411
2015
Q1 		$711K Sell
16,065
-2,915
-15% -$138K 0.02% 356
2014
Q4 		$932K Buy
+18,980
New +$896K 0.03% 315

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

SVB Wealth's SO Position: Q2 2026 in Review

SVB Wealth reduced its Southern Company (SO) stake by 8.4% in Q2 2026, selling an estimated $77.2K and leaving 8,927 shares worth $854K. The position accounts for 0.05% of the portfolio, ranked #209.

SVB Wealth first reported a position in SO in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.53M in Q3 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SVB Wealth held 8,927 shares of Southern Company worth $854K as of Q2 2026.
  • SVB Wealth sold 820 Southern Company shares in Q2 2026, an estimated $77.2K.
  • Southern Company made up 0.05% of SVB Wealth's portfolio in Q2 2026, its #209 holding.
  • SVB Wealth first reported a position in Southern Company in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Southern Company position peaked at $1.53M in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.