Verus Capital Partners’s Southern Company SO Stock Holding History

Verus Capital Partners’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	$246K	Sell	2,548 -509	-17%	-$47.1K	0.02%	399
2025 Q4	$267K	Buy	3,057 +926	+43%	+$84.5K	0.02%	372
2025 Q3	$202K	Buy	+2,131	New	+$199K	0.02%	396
2025 Q2	–	Sell	-2,231	Closed	-$205K	–	407
2025 Q1	$205K	Sell	2,231 -214	-9%	-$18.5K	0.02%	350
2024 Q4	$201K	Buy	2,445 +123	+5%	+$10.8K	0.02%	344
2024 Q3	$209K	Buy	+2,322	New	+$198K	0.02%	333
2023 Q3	–	Sell	-3,481	Closed	-$245K	–	321
2023 Q2	$245K	Sell	3,481 -117	-3%	-$8.39K	0.03%	246
2023 Q1	$250K	Buy	3,598 +711	+25%	+$47.9K	0.04%	236
2022 Q4	$206K	Buy	+2,887	New	+$193K	0.04%	241
2020 Q1	$40K	Sell	730 -100	-12%	-$6.33K	0.01%	566
2019 Q4	$53K	Buy	+830	New	+$51.4K	0.02%	582

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Verus Capital Partners's SO Position: Q1 2026 in Review

Verus Capital Partners reduced its Southern Company (SO) stake by 17% in Q1 2026, selling an estimated $47.1K and leaving 2,548 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #399.

Verus Capital Partners first reported a position in SO in Q4 2019 and has held it in 11 quarters since. The position peaked at $267K in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Verus Capital Partners held 2,548 shares of Southern Company worth $246K as of Q1 2026.
Verus Capital Partners sold 509 Southern Company shares in Q1 2026, an estimated $47.1K.
Southern Company made up 0.02% of Verus Capital Partners's portfolio in Q1 2026, its #399 holding.
Verus Capital Partners first reported a position in Southern Company in Q4 2019 and has held it in 11 quarters since.
Verus Capital Partners's Southern Company position peaked at $267K in Q4 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.