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Vermillion & White Wealth Management Group’s Southern Company SO Stock Holding History

Vermillion & White Wealth Management Group’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
-1,256
Closed -$110K – 446
2025
Q4 		$110K Buy
1,256
+75
+6% +$6.85K 0.06% 91
2025
Q3 		$112K Buy
1,181
+52
+5% +$4.85K 0.06% 89
2025
Q2 		$104K Buy
1,129
+144
+15% +$12.9K 0.07% 86
2025
Q1 		$90.6K Buy
985
+196
+25% +$17K 0.07% 82
2024
Q4 		$65K Hold
789
– – 0.05% 114
2024
Q3 		$71.2K Hold
789
– – 0.05% 106
2024
Q2 		$61.2K Hold
789
– – 0.05% 115
2024
Q1 		$56.6K Hold
789
– – 0.05% 114
2023
Q4 		$55.3K Buy
+789
New +$54.2K 0.05% 86

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vermillion & White Wealth Management Group's SO Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Southern Company (SO) in Q1 2026, closing a stake of 1,256 shares — an estimated $110K sold.

Vermillion & White Wealth Management Group first reported a position in SO in Q4 2023 and held it in 9 quarters. The position peaked at $112K in Q3 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,256 Southern Company shares in Q1 2026, an estimated $110K.
  • Vermillion & White Wealth Management Group first reported a position in Southern Company in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Southern Company position peaked at $112K in Q3 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.