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V.M. Manning & Co’s Southern Company SO Stock Holding History

V.M. Manning & Co’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 		$267K Buy
+2,785
New +$262K 0.23% 46
2025
Q4 		$230K Sell
2,633
-147
-5% -$13.4K 0.23% 51
2025
Q3 		$257K Hold
2,780
– – 0.23% 48
2025
Q2 		$257K Buy
+2,780
New +$250K 0.28% 43

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

V.M. Manning & Co's SO Position: Q2 2026 in Review

V.M. Manning & Co opened a new position in Southern Company (SO) in Q2 2026: 2,785 shares worth $267K. The stake represents 0.23% of the portfolio and ranks #46 among its holdings. This is a return to the name: V.M. Manning & Co previously reported a position in SO as recently as Q4 2025.

V.M. Manning & Co first reported a position in SO in Q2 2025 and has held it in 4 quarters since. 1,073 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • V.M. Manning & Co held 2,785 shares of Southern Company worth $267K as of Q2 2026.
  • Southern Company was a new V.M. Manning & Co position in Q2 2026.
  • Southern Company made up 0.23% of V.M. Manning & Co's portfolio in Q2 2026, its #46 holding.
  • V.M. Manning & Co first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on V.M. Manning & Co's 13F filing for Q2 2026, filed 13 Jul 2026.