Verition Fund Management
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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 		– Sell
-5,100
Closed -$445K – 3434
2025
Q4 		$445K Sell
5,100
-43,700
-90% -$3.99M ﹤0.01% 2755
2025
Q3 		$4.62M Buy
48,800
+4,500
+10% +$420K 0.02% 1230
2025
Q2 		$4.07M Buy
44,300
+24,200
+120% +$2.17M 0.02% 1333
2025
Q1 		$1.85M Sell
20,100
-53,400
-73% -$4.62M 0.01% 1632
2024
Q4 		$6.05M Buy
73,500
+4,700
+7% +$412K 0.02% 772
2024
Q3 		$6.2M Hold
68,800
– – 0.03% 702
2024
Q2 		$5.34M Hold
68,800
– – 0.03% 693
2024
Q1 		$4.94M Buy
68,800
+45,400
+194% +$3.13M 0.03% 687
2023
Q4 		$1.64M Buy
+23,400
New +$1.61M 0.01% 938
2022
Q4 		– Sell
-22,300
Closed -$1.52M – 2685
2022
Q3 		$1.52M Buy
+22,300
New +$1.69M 0.02% 1097
2022
Q2 		– Sell
-32,800
Closed -$2.38M – 2985
2022
Q1 		$2.38M Buy
32,800
+26,400
+413% +$1.79M 0.03% 844
2021
Q4 		$439K Buy
+6,400
New +$408K ﹤0.01% 1775

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.