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Veracity Capital’s Southern Company SO Stock Holding History

Veracity Capital’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 		$390K Buy
4,710
+110
+2% +$10K 0.11% 155
2026
Q2 		$440K Sell
4,600
-272
-6% -$25.6K 0.12% 151
2026
Q1 		$470K Sell
4,872
-92
-2% -$8.51K 0.17% 126
2025
Q4 		$433K Buy
4,964
+39
+0.8% +$3.56K 0.13% 160
2025
Q3 		$467K Sell
4,925
-15
-0.3% -$1.4K 0.15% 147
2025
Q2 		$454K Sell
4,940
-170
-3% -$15.3K 0.16% 135
2025
Q1 		$470K Sell
5,110
-41
-0.8% -$3.55K 0.18% 125
2024
Q4 		$424K Buy
5,151
+590
+13% +$51.8K 0.15% 137
2024
Q3 		$411K Buy
4,561
+90
+2% +$7.69K 0.16% 136
2024
Q2 		$347K Buy
4,471
+14
+0.3% +$1.06K 0.14% 141
2024
Q1 		$320K Sell
4,457
-167
-4% -$11.5K 0.12% 160
2023
Q4 		$324K Buy
+4,624
New +$318K 0.13% 146

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

Veracity Capital's SO Position: Q3 2026 in Review

Veracity Capital increased its Southern Company (SO) stake by 2.4% in Q3 2026, buying an estimated $10K and bringing the position to 4,710 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #155.

Veracity Capital first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $470K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Veracity Capital held 4,710 shares of Southern Company worth $390K as of Q3 2026.
  • Veracity Capital bought 110 Southern Company shares in Q3 2026, an estimated $10K.
  • Southern Company made up 0.11% of Veracity Capital's portfolio in Q3 2026, its #155 holding.
  • Veracity Capital first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Veracity Capital's Southern Company position peaked at $470K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.