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Venture Visionary Partners’s Southern Company SO Stock Holding History

Venture Visionary Partners’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 		$1.95M Sell
20,384
-46
-0.2% -$4.33K 0.05% 250
2026
Q1 		$1.97M Sell
20,430
-1,029
-5% -$95.2K 0.07% 227
2025
Q4 		$1.87M Buy
21,459
+349
+2% +$31.9K 0.06% 236
2025
Q3 		$2M Sell
21,110
-352
-2% -$32.9K 0.07% 212
2025
Q2 		$1.97M Buy
21,462
+1,476
+7% +$133K 0.07% 200
2025
Q1 		$1.84M Buy
19,986
+1,033
+5% +$89.4K 0.08% 206
2024
Q4 		$1.56M Buy
18,953
+22
+0.1% +$1.93K 0.07% 228
2024
Q3 		$1.71M Buy
18,931
+1,130
+6% +$96.5K 0.07% 212
2024
Q2 		$1.38M Sell
17,801
-163
-0.9% -$12.4K 0.06% 235
2024
Q1 		$1.29M Sell
17,964
-11,782
-40% -$813K 0.06% 242
2023
Q4 		$2.09M Buy
29,746
+132
+0.4% +$9.06K 0.11% 171
2023
Q3 		$1.92M Buy
29,614
+341
+1% +$23.7K 0.12% 165
2023
Q2 		$2.06M Sell
29,273
-1,513
-5% -$109K 0.12% 161
2023
Q1 		$2.14M Buy
30,786
+3,316
+12% +$223K 0.14% 142
2022
Q4 		$1.96M Buy
27,470
+2,176
+9% +$145K 0.14% 136
2022
Q3 		$1.72M Buy
25,294
+3,238
+15% +$245K 0.14% 140
2022
Q2 		$1.57M Buy
22,056
+962
+5% +$70.6K 0.12% 145
2022
Q1 		$1.53M Buy
21,094
+947
+5% +$64.1K 0.1% 168
2021
Q4 		$1.38M Buy
20,147
+2,318
+13% +$148K 0.09% 184
2021
Q3 		$1.1M Buy
17,829
+4,916
+38% +$317K 0.08% 201
2021
Q2 		$781K Buy
12,913
+1,911
+17% +$122K 0.06% 234
2021
Q1 		$683K Buy
11,002
+2,321
+27% +$139K 0.06% 253
2020
Q4 		$533K Buy
8,681
+4,369
+101% +$263K 0.06% 225
2020
Q3 		$233K Buy
4,312
+320
+8% +$17.1K 0.06% 169
2020
Q2 		$207K Buy
+3,992
New +$222K 0.06% 164

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

Venture Visionary Partners's SO Position: Q2 2026 in Review

Venture Visionary Partners reduced its Southern Company (SO) stake by 0.23% in Q2 2026, selling an estimated $4.33K and leaving 20,384 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #250.

Venture Visionary Partners first reported a position in SO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.14M in Q1 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Venture Visionary Partners held 20,384 shares of Southern Company worth $1.95M as of Q2 2026.
  • Venture Visionary Partners sold 46 Southern Company shares in Q2 2026, an estimated $4.33K.
  • Southern Company made up 0.05% of Venture Visionary Partners's portfolio in Q2 2026, its #250 holding.
  • Venture Visionary Partners first reported a position in Southern Company in Q2 2020 and has held it in 25 quarters since.
  • Venture Visionary Partners's Southern Company position peaked at $2.14M in Q1 2023.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.