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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
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

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

Veracity Capital's SO Position: Q2 2026 in Review

Veracity Capital reduced its Southern Company (SO) stake by 5.6% in Q2 2026, selling an estimated $25.6K and leaving 4,600 shares worth $440K. The position accounts for 0.12% of the portfolio, ranked #151.

Veracity Capital first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $470K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Veracity Capital held 4,600 shares of Southern Company worth $440K as of Q2 2026.
  • Veracity Capital sold 272 Southern Company shares in Q2 2026, an estimated $25.6K.
  • Southern Company made up 0.12% of Veracity Capital's portfolio in Q2 2026, its #151 holding.
  • Veracity Capital first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Veracity Capital's Southern Company position peaked at $470K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.