Vaughan Nelson Investment Management’s Southern Company SO Stock Holding History

Vaughan Nelson Investment 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	$71.3M	Buy	+745,415	New	+$70.2M	0.63%	59

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 $3.38T AUM 44.17% 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

Vaughan Nelson Investment Management's SO Position: Q2 2026 in Review

Vaughan Nelson Investment Management opened a new position in Southern Company (SO) in Q2 2026: 745,415 shares worth $71.3M. The stake represents 0.63% of the portfolio and ranks #59 among its holdings.

2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Vaughan Nelson Investment Management held 745,415 shares of Southern Company worth $71.3M as of Q2 2026.
Southern Company was a new Vaughan Nelson Investment Management position in Q2 2026.
Southern Company made up 0.63% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #59 holding.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.