VAM
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Verity Asset Management’s Southern Company SO Stock Holding History

Verity Asset 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 		$803K Sell
8,324
-150
-2% -$13.9K 0.34% 84
2025
Q4 		$739K Sell
8,474
-9,056
-52% -$827K 0.32% 84
2025
Q3 		$1.66M Buy
17,530
+8,608
+96% +$804K 0.54% 47
2025
Q2 		$819K Sell
8,922
-9,290
-51% -$834K 0.39% 66
2025
Q1 		$1.67M Buy
18,212
+9,107
+100% +$788K 0.68% 38
2024
Q4 		$750K Sell
9,105
-9,723
-52% -$853K 0.42% 60
2024
Q3 		$1.7M Sell
18,828
-1,460
-7% -$125K 0.64% 37
2024
Q2 		$1.57M Buy
20,288
+10,170
+101% +$771K 0.62% 38
2024
Q1 		$726K Buy
10,118
+2
+0% +$138 0.4% 62
2023
Q4 		$709K Buy
10,116
+199
+2% +$13.7K 0.45% 57
2023
Q3 		$642K Buy
9,917
+357
+4% +$24.8K 0.47% 60
2023
Q2 		$672K Sell
9,560
-9,736
-50% -$698K 0.5% 62
2023
Q1 		$1.34M Buy
19,296
+9,763
+102% +$657K 0.8% 36
2022
Q4 		$681K Buy
9,533
+185
+2% +$12.4K 0.58% 59
2022
Q3 		$636K Buy
+9,348
New +$708K 0.66% 53
2022
Q1 		$696K Buy
9,592
+1,196
+14% +$81K 0.44% 71
2021
Q4 		$576K Buy
8,396
+465
+6% +$29.6K 0.34% 88
2021
Q3 		$491K Sell
7,931
-2,571
-24% -$166K 0.32% 89
2021
Q2 		$635K Buy
10,502
+2,641
+34% +$169K 0.35% 84
2021
Q1 		$489K Buy
7,861
+237
+3% +$14.2K 0.29% 103
2020
Q4 		$468K Buy
7,624
+412
+6% +$24.8K 0.33% 86
2020
Q3 		$391K Sell
7,212
-2,018
-22% -$108K 0.3% 84
2020
Q2 		$479K Buy
9,230
+5,305
+135% +$295K 0.44% 58
2020
Q1 		$212K Sell
3,925
-9,871
-72% -$625K 0.27% 106
2019
Q4 		$879K Sell
13,796
-400
-3% -$24.8K 0.88% 27
2019
Q3 		$877K Sell
14,196
-24,483
-63% -$1.42M 0.92% 30
2019
Q2 		$2.14M Sell
38,679
-11,383
-23% -$609K 2.4% 4
2019
Q1 		$2.59M Buy
50,062
+35,809
+251% +$1.76M 2.99% 3
2018
Q4 		$626K Buy
14,253
+56
+0.4% +$2.55K 0.84% 38
2018
Q3 		$619K Sell
14,197
-1,700
-11% -$78.3K 0.61% 37
2018
Q2 		$736K Buy
15,897
+1,820
+13% +$81.5K 0.66% 36
2018
Q1 		$629K Buy
14,077
+8,270
+142% +$367K 0.57% 36
2017
Q4 		$266K Buy
5,807
+590
+11% +$30.1K 0.2% 100
2017
Q3 		$269K Hold
5,217
– – 0.2% 90
2017
Q2 		$250K Hold
5,217
– – 0.19% 89
2017
Q1 		$260K Buy
+5,217
New +$258K 0.22% 84
2016
Q3 		$323K Buy
6,292
+2,553
+68% +$134K 0.3% 66
2016
Q2 		$201K Sell
3,739
-2,153
-37% -$108K 0.2% 97
2016
Q1 		$305K Sell
5,892
-42
-0.7% -$2.05K 0.34% 56
2015
Q4 		$278K Hold
5,934
– – 0.32% 42
2015
Q3 		$265K Hold
5,934
– – 0.27% 62
2015
Q2 		$249K Buy
+5,934
New +$259K 0.23% 73
2015
Q1 		– Sell
-5,934
Closed -$291K – 104
2014
Q4 		$291K Buy
5,934
+575
+11% +$27.2K 0.28% 54
2014
Q3 		$233K Buy
+5,359
New +$235K 0.26% 55

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

Verity Asset Management's SO Position: Q1 2026 in Review

Verity Asset Management reduced its Southern Company (SO) stake by 1.8% in Q1 2026, selling an estimated $13.9K and leaving 8,324 shares worth $803K. The position accounts for 0.34% of the portfolio, ranked #84.

Verity Asset Management first reported a position in SO in Q3 2014 and has held it in 44 quarters since. The position peaked at $2.59M in Q1 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Verity Asset Management held 8,324 shares of Southern Company worth $803K as of Q1 2026.
  • Verity Asset Management sold 150 Southern Company shares in Q1 2026, an estimated $13.9K.
  • Southern Company made up 0.34% of Verity Asset Management's portfolio in Q1 2026, its #84 holding.
  • Verity Asset Management first reported a position in Southern Company in Q3 2014 and has held it in 44 quarters since.
  • Verity Asset Management's Southern Company position peaked at $2.59M in Q1 2019.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.