VeraBank’s Southern Company SO Stock Holding History

VeraBank’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 Q1	$503K	Buy	5,210 +400	+8%	+$37K	0.09%	115
2025 Q4	$419K	Buy	4,810 +548	+13%	+$50K	0.08%	131
2025 Q3	$404K	Buy	4,262 +200	+5%	+$18.7K	0.08%	136
2025 Q2	$373K	Buy	4,062 +985	+32%	+$88.5K	0.07%	142
2025 Q1	$283K	Sell	3,077 -197	-6%	-$17.1K	0.08%	124
2024 Q4	$270K	Hold	3,274	–	–	0.08%	126
2024 Q3	$295K	Buy	3,274 +262	+9%	+$22.4K	0.09%	127
2024 Q2	$234K	Hold	3,012	–	–	0.07%	135
2024 Q1	$216K	Hold	3,012	–	–	0.07%	140
2023 Q4	$211K	Buy	+3,012	New	+$207K	0.07%	137
2023 Q3	–	Sell	-3,012	Closed	-$212K	–	140
2023 Q2	$212K	Hold	3,012	–	–	0.08%	130
2023 Q1	$210K	Hold	3,012	–	–	0.1%	131
2022 Q4	$215K	Hold	3,012	–	–	0.11%	124
2022 Q3	$205K	Hold	3,012	–	–	0.13%	116
2022 Q2	$214K	Hold	3,012	–	–	0.13%	120
2022 Q1	$219K	Hold	3,012	–	–	0.11%	127
2021 Q4	$207K	Buy	+3,012	New	+$192K	0.1%	133

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VeraBank's SO Position: Q1 2026 in Review

VeraBank increased its Southern Company (SO) stake by 8.3% in Q1 2026, buying an estimated $37K and bringing the position to 5,210 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #115.

VeraBank first reported a position in SO in Q4 2021 and has held it in 17 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

VeraBank held 5,210 shares of Southern Company worth $503K as of Q1 2026.
VeraBank bought 400 Southern Company shares in Q1 2026, an estimated $37K.
Southern Company made up 0.09% of VeraBank's portfolio in Q1 2026, its #115 holding.
VeraBank first reported a position in Southern Company in Q4 2021 and has held it in 17 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.