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Verdence Capital Advisors’s Southern Company SO Stock Holding History

Verdence Capital Advisors’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 		$2.45M Sell
25,643
-626
-2% -$58.9K 0.13% 151
2026
Q1 		$2.54M Sell
26,269
-65
-0.2% -$6.01K 0.15% 144
2025
Q4 		$2.3M Sell
26,334
-5,276
-17% -$482K 0.14% 152
2025
Q3 		$3.02M Buy
31,610
+9,559
+43% +$892K 0.17% 134
2025
Q2 		$2.02M Sell
22,051
-2,068
-9% -$186K 0.14% 158
2025
Q1 		$2.22M Sell
24,119
-894
-4% -$77.4K 0.17% 134
2024
Q4 		$2.06M Buy
25,013
+1,055
+4% +$92.6K 0.17% 153
2024
Q3 		$2.16M Sell
23,958
-4,030
-14% -$344K 0.17% 151
2024
Q2 		$2.17M Sell
27,988
-2,281
-8% -$173K 0.19% 134
2024
Q1 		$2.17M Buy
30,269
+1,394
+5% +$96.2K 0.2% 139
2023
Q4 		$2.02M Sell
28,875
-17
-0.1% -$1.17K 0.2% 131
2023
Q3 		$1.87M Buy
28,892
+4,464
+18% +$310K 0.2% 133
2023
Q2 		$1.72M Sell
24,428
-1,387
-5% -$99.5K 0.2% 132
2023
Q1 		$1.8M Buy
25,815
+954
+4% +$64.2K 0.22% 125
2022
Q4 		$1.78M Buy
24,861
+199
+0.8% +$13.3K 0.22% 120
2022
Q3 		$1.68M Buy
24,662
+736
+3% +$55.8K 0.23% 113
2022
Q2 		$1.71M Sell
23,926
-2,831
-11% -$208K 0.22% 116
2022
Q1 		$1.94M Buy
26,757
+2,612
+11% +$177K 0.22% 114
2021
Q4 		$1.66M Buy
24,145
+1,005
+4% +$64.1K 0.19% 115
2021
Q3 		$1.43M Sell
23,140
-138
-0.6% -$8.88K 0.19% 129
2021
Q2 		$1.41M Buy
23,278
+182
+0.8% +$11.6K 0.2% 119
2021
Q1 		$1.44M Buy
23,096
+2,101
+10% +$126K 0.24% 108
2020
Q4 		$1.29M Buy
20,995
+778
+4% +$46.8K 0.24% 106
2020
Q3 		$1.1M Sell
20,217
-1,332
-6% -$71.2K 0.25% 105
2020
Q2 		$1.12M Buy
21,549
+8,952
+71% +$498K 0.28% 99
2020
Q1 		$682K Sell
12,597
-791
-6% -$50.1K 0.2% 127
2019
Q4 		$853K Sell
13,388
-3,003
-18% -$186K 0.21% 119
2019
Q3 		$1.01M Sell
16,391
-4,766
-23% -$276K 0.28% 105
2019
Q2 		$1.17M Sell
21,157
-4,607
-18% -$247K 0.34% 83
2019
Q1 		$1.33M Buy
25,764
+9,276
+56% +$455K 0.36% 80
2018
Q4 		$724K Sell
16,488
-5,140
-24% -$234K 0.2% 109
2018
Q3 		$943K Sell
21,628
-412
-2% -$19K 0.23% 98
2018
Q2 		$1.02M Sell
22,040
-311
-1% -$13.9K 0.25% 94
2018
Q1 		$998K Buy
22,351
+9,727
+77% +$432K 0.24% 100
2017
Q4 		$607K Buy
+12,624
New +$643K 0.14% 129

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Verdence Capital Advisors's SO Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Southern Company (SO) stake by 2.4% in Q2 2026, selling an estimated $58.9K and leaving 25,643 shares worth $2.45M. The position accounts for 0.13% of the portfolio, ranked #151.

Verdence Capital Advisors first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.02M in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Verdence Capital Advisors held 25,643 shares of Southern Company worth $2.45M as of Q2 2026.
  • Verdence Capital Advisors sold 626 Southern Company shares in Q2 2026, an estimated $58.9K.
  • Southern Company made up 0.13% of Verdence Capital Advisors's portfolio in Q2 2026, its #151 holding.
  • Verdence Capital Advisors first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • Verdence Capital Advisors's Southern Company position peaked at $3.02M in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.