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Value Investment Professionals’s Southern Company SO Stock Holding History

Value Investment Professionals’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 		$270K Buy
+2,818
New +$265K 0.23% 86
2026
Q1 		– Sell
-3,094
Closed -$270K – 86
2025
Q4 		$270K Buy
+3,094
New +$282K 0.28% 67

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Value Investment Professionals's SO Position: Q2 2026 in Review

Value Investment Professionals opened a new position in Southern Company (SO) in Q2 2026: 2,818 shares worth $270K. The stake represents 0.23% of the portfolio and ranks #86 among its holdings. This is a return to the name: Value Investment Professionals previously reported a position in SO as recently as Q4 2025.

Value Investment Professionals first reported a position in SO in Q4 2025 and has held it in 2 quarters since. The position peaked at $270K in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Value Investment Professionals held 2,818 shares of Southern Company worth $270K as of Q2 2026.
  • Southern Company was a new Value Investment Professionals position in Q2 2026.
  • Southern Company made up 0.23% of Value Investment Professionals's portfolio in Q2 2026, its #86 holding.
  • Value Investment Professionals first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • Value Investment Professionals's Southern Company position peaked at $270K in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Value Investment Professionals's 13F filing for Q2 2026, filed 7 Jul 2026.