Vermillion Wealth Management’s Southern Company SO Stock Holding History

Vermillion Wealth 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 Q2	$292K	Sell	3,055 -41	-1%	-$3.86K	0.07%	132
2026 Q1	$299K	Buy	3,096 +55	+2%	+$5.09K	0.12%	79
2025 Q4	$265K	Buy	3,041 +2	+0.1%	+$183	0.11%	82
2025 Q3	$288K	Buy	3,039 +49	+2%	+$4.57K	0.08%	125
2025 Q2	$275K	Buy	2,990 +11	+0.4%	+$988	0.13%	71
2025 Q1	$274K	Hold	2,979	–	–	0.08%	119
2024 Q4	$245K	Buy	+2,979	New	+$261K	0.13%	76

Other funds holding SO

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vermillion Wealth Management's SO Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Southern Company (SO) stake by 1.3% in Q2 2026, selling an estimated $3.86K and leaving 3,055 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #132.

Vermillion Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Vermillion Wealth Management held 3,055 shares of Southern Company worth $292K as of Q2 2026.
Vermillion Wealth Management sold 41 Southern Company shares in Q2 2026, an estimated $3.86K.
Southern Company made up 0.07% of Vermillion Wealth Management's portfolio in Q2 2026, its #132 holding.
Vermillion Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Southern Company position peaked at $299K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.