Vanguard Personalized Indexing Management
SO icon

Vanguard Personalized Indexing Management’s Southern Company SO Stock Holding History

Vanguard Personalized Indexing 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 		$15.4M Buy
160,532
+3,352
+2% +$316K 0.13% 117
2026
Q1 		$15.2M Buy
157,180
+8,947
+6% +$828K 0.15% 107
2025
Q4 		$12.9M Sell
148,233
-10,484
-7% -$957K 0.13% 121
2025
Q3 		$15M Buy
158,717
+5,856
+4% +$547K 0.15% 105
2025
Q2 		$14M Buy
152,861
+29,907
+24% +$2.69M 0.16% 112
2025
Q1 		$11.3M Buy
122,954
+12,195
+11% +$1.06M 0.17% 106
2024
Q4 		$9.12M Buy
110,759
+6,228
+6% +$546K 0.14% 118
2024
Q3 		$9.43M Buy
104,531
+9,081
+10% +$776K 0.15% 111
2024
Q2 		$7.37M Buy
95,450
+15,807
+20% +$1.2M 0.14% 117
2024
Q1 		$5.71M Buy
79,643
+8,385
+12% +$579K 0.12% 144
2023
Q4 		$5M Sell
71,258
-11,481
-14% -$788K 0.13% 133
2023
Q3 		$5.35M Buy
82,739
+4,568
+6% +$317K 0.16% 104
2023
Q2 		$5.49M Buy
78,171
+9,793
+14% +$702K 0.17% 100
2023
Q1 		$4.76M Buy
68,378
+16,945
+33% +$1.14M 0.17% 110
2022
Q4 		$3.67M Sell
51,433
-3,478
-6% -$233K 0.15% 128
2022
Q3 		$3.73M Buy
54,911
+5,479
+11% +$415K 0.17% 111
2022
Q2 		$3.52M Buy
49,432
+9,465
+24% +$695K 0.16% 108
2022
Q1 		$2.9M Buy
39,967
+8,573
+27% +$581K 0.14% 124
2021
Q4 		$2.15M Buy
31,394
+5,039
+19% +$321K 0.13% 148
2021
Q3 		$1.63M Buy
26,355
+3,310
+14% +$213K 0.15% 137
2021
Q2 		$1.39M Buy
23,045
+11,410
+98% +$730K 0.15% 142
2021
Q1 		$723K Buy
11,635
+7,096
+156% +$425K 0.11% 216
2020
Q4 		$279K Buy
4,539
+604
+15% +$36.3K 0.06% 395
2020
Q3 		$213K Sell
3,935
-270
-6% -$14.4K 0.06% 382
2020
Q2 		$218K Sell
4,205
-464
-10% -$25.8K 0.1% 275
2020
Q1 		$253K Buy
+4,669
New +$296K 0.15% 176

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

Vanguard Personalized Indexing Management's SO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Southern Company (SO) stake by 2.1% in Q2 2026, buying an estimated $316K and bringing the position to 160,532 shares worth $15.4M. The position accounts for 0.13% of the portfolio, ranked #117.

Vanguard Personalized Indexing Management first reported a position in SO in Q1 2020 and has held it in 26 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 160,532 shares of Southern Company worth $15.4M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,352 Southern Company shares in Q2 2026, an estimated $316K.
  • Southern Company made up 0.13% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #117 holding.
  • Vanguard Personalized Indexing Management first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.