Verition Fund Management
SO icon

Verition Fund Management’s Southern Company SO Stock Holding History

Verition Fund Management’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 		$587K Sell
6,086
-29,291
-83% -$2.71M ﹤0.01% 1527
2025
Q4 		$3.08M Buy
35,377
+4,741
+15% +$433K 0.01% 1229
2025
Q3 		$2.9M Sell
30,636
-375,613
-92% -$35.1M 0.01% 1667
2025
Q2 		$37.3M Buy
406,249
+315,437
+347% +$28.3M 0.17% 79
2025
Q1 		$8.35M Sell
90,812
-84,613
-48% -$7.32M 0.04% 540
2024
Q4 		$14.4M Sell
175,425
-63,024
-26% -$5.53M 0.06% 361
2024
Q3 		$21.5M Sell
238,449
-98,085
-29% -$8.38M 0.11% 156
2024
Q2 		$26.1M Buy
336,534
+319,429
+1,867% +$24.2M 0.14% 89
2024
Q1 		$1.23M Sell
17,105
-21,959
-56% -$1.52M 0.01% 1505
2023
Q4 		$2.74M Sell
39,064
-866,438
-96% -$59.5M 0.02% 690
2023
Q3 		$58.6M Buy
905,502
+533,091
+143% +$37M 0.68% 12
2023
Q2 		$26.2M Buy
372,411
+125,792
+51% +$9.02M 0.35% 55
2023
Q1 		$17.2M Sell
246,619
-159,004
-39% -$10.7M 0.24% 85
2022
Q4 		$29M Buy
405,623
+151,353
+60% +$10.1M 0.45% 33
2022
Q3 		$17.3M Sell
254,270
-82,148
-24% -$6.22M 0.19% 106
2022
Q2 		$24M Buy
+336,418
New +$24.7M 0.47% 16
2021
Q3 		– Sell
-21,649
Closed -$1.31M – 2275
2021
Q2 		$1.31M Buy
+21,649
New +$1.38M 0.01% 690
2021
Q1 		– Sell
-6,177
Closed -$379K – 1754
2020
Q4 		$379K Buy
+6,177
New +$371K ﹤0.01% 747
2020
Q3 		– Sell
-13,030
Closed -$676K – 1338
2020
Q2 		$676K Buy
13,030
+7,652
+142% +$425K 0.02% 519
2020
Q1 		$291K Sell
5,378
-62,065
-92% -$3.93M 0.01% 433
2019
Q4 		$4.3M Sell
67,443
-104,778
-61% -$6.49M 0.08% 163
2019
Q3 		$10.6M Buy
+172,221
New +$9.98M 0.29% 58
2019
Q1 		– Sell
-5,045
Closed -$222K – 1307
2018
Q4 		$222K Sell
5,045
-18,006
-78% -$819K 0.02% 717
2018
Q3 		$1M Buy
+23,051
New +$1.06M 0.04% 568
2018
Q2 		– Sell
-11,135
Closed -$497K – 1293
2018
Q1 		$497K Sell
11,135
-8,076
-42% -$359K 0.04% 634
2017
Q4 		$924K Sell
19,211
-74,789
-80% -$3.81M 0.09% 269
2017
Q3 		$4.62M Buy
94,000
+57,176
+155% +$2.77M 0.37% 39
2017
Q2 		$1.76M Buy
36,824
+30,073
+445% +$1.51M 0.17% 104
2017
Q1 		$336K Buy
+6,751
New +$334K 0.03% 786
2016
Q3 		– Sell
-3,749
Closed -$201K – 1291
2016
Q2 		$201K Sell
3,749
-5,925
-61% -$298K 0.03% 774
2016
Q1 		$500K Buy
+9,674
New +$471K 0.08% 317
2015
Q2 		– Sell
-10,348
Closed -$458K – 709
2015
Q1 		$458K Buy
+10,348
New +$492K 0.05% 119
2014
Q3 		– Sell
-18,182
Closed -$825K – 868
2014
Q2 		$825K Buy
+18,182
New +$804K 0.09% 144
2014
Q1 		– Sell
-9,938
Closed -$409K – 635
2013
Q4 		$409K Buy
9,938
+1,451
+17% +$59.9K 0.07% 211
2013
Q3 		$349K Buy
8,487
+3,901
+85% +$168K 0.05% 283
2013
Q2 		$202K Buy
+4,586
New +$211K 0.04% 494

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Verition Fund Management's SO Position: Q1 2026 in Review

Verition Fund Management reduced its Southern Company (SO) stake by 83% in Q1 2026, selling an estimated $2.71M and leaving 6,086 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Verition Fund Management first reported a position in SO in Q2 2013 and has held it in 36 quarters since. The position peaked at $58.6M in Q3 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Verition Fund Management held 6,086 shares of Southern Company worth $587K as of Q1 2026.
  • Verition Fund Management sold 29,291 Southern Company shares in Q1 2026, an estimated $2.71M.
  • Southern Company made up ﹤0.01% of Verition Fund Management's portfolio in Q1 2026, its #1527 holding.
  • Verition Fund Management first reported a position in Southern Company in Q2 2013 and has held it in 36 quarters since.
  • Verition Fund Management's Southern Company position peaked at $58.6M in Q3 2023.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.