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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
Q3 		$1.77M Buy
21,320
+936
+5% +$85.3K 0.05% 266
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Venture Visionary Partners's SO Position: Q3 2026 in Review

Venture Visionary Partners increased its Southern Company (SO) stake by 4.6% in Q3 2026, buying an estimated $85.3K and bringing the position to 21,320 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #266.

Venture Visionary Partners first reported a position in SO in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.14M in Q1 2023. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Venture Visionary Partners held 21,320 shares of Southern Company worth $1.77M as of Q3 2026.
  • Venture Visionary Partners bought 936 Southern Company shares in Q3 2026, an estimated $85.3K.
  • Southern Company made up 0.05% of Venture Visionary Partners's portfolio in Q3 2026, its #266 holding.
  • Venture Visionary Partners first reported a position in Southern Company in Q2 2020 and has held it in 26 quarters since.
  • Venture Visionary Partners's Southern Company position peaked at $2.14M in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.