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 		$2.42M Sell
25,100
-3,300
-12% -$305K 0.02% 923
2025
Q4 		$2.48M Sell
28,400
-49,300
-63% -$4.5M 0.01% 1417
2025
Q3 		$7.36M Buy
77,700
+48,700
+168% +$4.55M 0.03% 764
2025
Q2 		$2.66M Buy
29,000
+3,900
+16% +$350K 0.01% 1709
2025
Q1 		$2.31M Sell
25,100
-87,000
-78% -$7.53M 0.01% 1470
2024
Q4 		$9.23M Buy
112,100
+22,900
+26% +$2.01M 0.04% 569
2024
Q3 		$8.04M Buy
89,200
+12,300
+16% +$1.05M 0.04% 528
2024
Q2 		$5.97M Buy
76,900
+11,700
+18% +$887K 0.03% 618
2024
Q1 		$4.68M Buy
65,200
+50,000
+329% +$3.45M 0.03% 720
2023
Q4 		$1.07M Buy
15,200
+9,000
+145% +$618K 0.01% 1147
2023
Q3 		$401K Buy
+6,200
New +$430K ﹤0.01% 1565
2023
Q1 		– Sell
-3,600
Closed -$257K – 2530
2022
Q4 		$257K Sell
3,600
-400
-10% -$26.7K ﹤0.01% 1589
2022
Q3 		$272K Buy
+4,000
New +$303K ﹤0.01% 2290
2022
Q2 		– Sell
-3,500
Closed -$254K – 2986
2022
Q1 		$254K Hold
3,500
– – ﹤0.01% 2228
2021
Q4 		$240K Buy
+3,500
New +$223K ﹤0.01% 2133

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.