VCM
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Versant Capital Management’s Southern Company SO Stock Holding History

Versant Capital 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 		$505K Buy
5,277
+583
+12% +$54.9K 0.05% 291
2026
Q1 		$453K Buy
4,694
+876
+23% +$81K 0.04% 290
2025
Q4 		$333K Sell
3,818
-1,111
-23% -$101K 0.04% 329
2025
Q3 		$467K Buy
4,929
+2,219
+82% +$207K 0.06% 223
2025
Q2 		$249K Buy
2,710
+188
+7% +$16.9K 0.04% 384
2025
Q1 		$232K Buy
2,522
+1,260
+100% +$109K 0.04% 372
2024
Q4 		$104K Buy
1,262
+329
+35% +$28.9K 0.02% 304
2024
Q3 		$84.1K Buy
933
+348
+59% +$29.7K 0.02% 280
2024
Q2 		$45.4K Buy
585
+141
+32% +$10.7K 0.01% 409
2024
Q1 		$31.9K Buy
444
+170
+62% +$11.7K 0.01% 368
2023
Q4 		$19.2K Sell
274
-370
-57% -$25.4K 0.01% 509
2023
Q3 		$41.7K Sell
644
-1,603
-71% -$111K 0.01% 296
2023
Q2 		$158K Sell
2,247
-79
-3% -$5.67K 0.05% 144
2023
Q1 		$161K Buy
2,326
+166
+8% +$11.2K 0.05% 135
2022
Q4 		$154K Sell
2,160
-11
-0.5% -$735 0.06% 123
2022
Q3 		$148K Buy
2,171
+25
+1% +$1.89K 0.06% 119
2022
Q2 		$153K Buy
2,146
+12
+0.6% +$881 0.06% 117
2022
Q1 		$155K Buy
2,134
+1,491
+232% +$101K 0.05% 133
2021
Q4 		$44K Sell
643
-17
-3% -$1.08K 0.01% 273
2021
Q3 		$41K Sell
660
-168
-20% -$10.8K 0.01% 273
2021
Q2 		$50K Sell
828
-212
-20% -$13.6K 0.02% 233
2021
Q1 		$65K Buy
1,040
+10
+1% +$599 0.02% 217
2020
Q4 		$63K Buy
1,030
+9
+0.9% +$541 0.02% 200
2020
Q3 		$55K Buy
1,021
+58
+6% +$3.1K 0.02% 206
2020
Q2 		$49K Sell
963
-23
-2% -$1.28K 0.02% 213
2020
Q1 		$53K Sell
986
-790
-44% -$50K 0.03% 172
2019
Q4 		$113K Buy
1,776
+511
+40% +$31.7K 0.06% 119
2019
Q3 		$78K Buy
1,265
+9
+0.7% +$522 0.04% 143
2019
Q2 		$69K Sell
1,256
-239
-16% -$12.8K 0.03% 167
2019
Q1 		$77K Sell
1,495
-39
-3% -$1.91K 0.03% 173
2018
Q4 		$67K Hold
1,534
– – 0.03% 189
2018
Q3 		$66K Sell
1,534
-389
-20% -$17.9K 0.03% 219
2018
Q2 		$89K Sell
1,923
-163
-8% -$7.29K 0.04% 169
2018
Q1 		$93K Sell
2,086
-820
-28% -$36.4K 0.04% 165
2017
Q4 		$139K Buy
2,906
+132
+5% +$6.73K 0.06% 122
2017
Q3 		$136K Buy
2,774
+65
+2% +$3.15K 0.07% 99
2017
Q2 		$129K Buy
2,709
+368
+16% +$18.4K 0.07% 103
2017
Q1 		$116K Sell
2,341
-48
-2% -$2.37K 0.06% 112
2016
Q4 		$117K Buy
2,389
+536
+29% +$26.3K 0.07% 115
2016
Q3 		$95K Buy
1,853
+331
+22% +$17.4K 0.05% 137
2016
Q2 		$81K Sell
1,522
-28
-2% -$1.41K 0.05% 152
2016
Q1 		$80K Sell
1,550
-30
-2% -$1.46K 0.05% 149
2015
Q4 		$73K Buy
+1,580
New +$71.6K 0.05% 163

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Versant Capital Management's SO Position: Q2 2026 in Review

Versant Capital Management increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $54.9K and bringing the position to 5,277 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #291.

Versant Capital Management first reported a position in SO in Q4 2015 and has held it in 43 quarters since. 490 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Versant Capital Management held 5,277 shares of Southern Company worth $505K as of Q2 2026.
  • Versant Capital Management bought 583 Southern Company shares in Q2 2026, an estimated $54.9K.
  • Southern Company made up 0.05% of Versant Capital Management's portfolio in Q2 2026, its #291 holding.
  • Versant Capital Management first reported a position in Southern Company in Q4 2015 and has held it in 43 quarters since.
  • 490 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.