Verus Financial Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $560K | Sell |
5,854
-96
| -2% | -$9.04K | 0.05% | 65 |
|
|
2026
Q1 | $565K | Hold |
5,950
| – | – | 0.05% | 71 |
|
|
2025
Q4 | $525K | Hold |
5,950
| – | – | 0.05% | 68 |
|
|
2025
Q3 | $564K | Hold |
5,950
| – | – | 0.05% | 60 |
|
|
2025
Q2 | $547K | Hold |
5,950
| – | – | 0.06% | 57 |
|
|
2025
Q1 | $542K | Hold |
5,950
| – | – | 0.06% | 50 |
|
|
2024
Q4 | $484K | Hold |
5,950
| – | – | 0.05% | 54 |
|
|
2024
Q3 | $541K | Hold |
5,950
| – | – | 0.06% | 49 |
|
|
2024
Q2 | $462K | Hold |
5,950
| – | – | 0.05% | 53 |
|
|
2024
Q1 | $427K | Sell |
5,950
-258
| -4% | -$17.8K | 0.05% | 61 |
|
|
2023
Q4 | $429K | Buy |
6,208
+178
| +3% | +$12.2K | 0.05% | 62 |
|
|
2023
Q3 | $401K | Buy |
6,030
+180
| +3% | +$12.5K | 0.05% | 59 |
|
|
2023
Q2 | $425K | Hold |
5,850
| – | – | 0.05% | 57 |
|
|
2023
Q1 | $434K | Hold |
5,850
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $396K | Hold |
5,850
| – | – | 0.05% | 62 |
|
|
2022
Q3 | $383K | Sell |
5,850
-56
| -0.9% | -$4.24K | 0.06% | 62 |
|
|
2022
Q2 | $418K | Sell |
5,906
-439
| -7% | -$32.2K | 0.06% | 58 |
|
|
2022
Q1 | $479K | Buy |
6,345
+440
| +7% | +$29.8K | 0.07% | 54 |
|
|
2021
Q4 | $405K | Buy |
5,905
+1
| +0% | +$64 | 0.05% | 60 |
|
|
2021
Q3 | $369K | Buy |
5,904
+54
| +0.9% | +$3.48K | 0.06% | 63 |
|
|
2021
Q2 | $368K | Hold |
5,850
| – | – | 0.06% | 63 |
|
|
2021
Q1 | $367K | Hold |
5,850
| – | – | 0.06% | 64 |
|
|
2020
Q4 | $359K | Buy |
+5,850
| New | +$352K | 0.06% | 57 |
|
|
2020
Q3 | – | Sell |
-5,845
| Closed | -$303K | – | 201 |
|
|
2020
Q2 | $303K | Buy |
5,845
+3
| +0.1% | +$167 | 0.07% | 56 |
|
|
2020
Q1 | $316K | Buy |
5,842
+3
| +0.1% | +$190 | 0.1% | 50 |
|
|
2019
Q4 | $372K | Buy |
5,839
+2
| +0% | +$124 | 0.11% | 50 |
|
|
2019
Q3 | $361K | Buy |
5,837
+3
| +0.1% | +$174 | 0.12% | 43 |
|
|
2019
Q2 | $323K | Buy |
5,834
+2
| +0% | +$107 | 0.11% | 38 |
|
|
2019
Q1 | $301K | Sell |
5,832
-144
| -2% | -$7.06K | 0.11% | 39 |
|
|
2018
Q4 | $261K | Hold |
5,976
| – | – | 0.09% | 41 |
|
|
2018
Q3 | $261K | Buy |
5,976
+400
| +7% | +$18.4K | 0.09% | 41 |
|
|
2018
Q2 | $258K | Sell |
5,576
-2,003
| -26% | -$89.6K | 0.1% | 39 |
|
|
2018
Q1 | $338K | Buy |
7,579
+2,316
| +44% | +$103K | 0.13% | 35 |
|
|
2017
Q4 | $253K | Buy |
+5,263
| New | +$268K | 0.09% | 45 |
|
Other funds holding SO
Verus Financial Partners's SO Position: Q2 2026 in Review
Verus Financial Partners reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $9.04K and leaving 5,854 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #65.
Verus Financial Partners first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $565K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Verus Financial Partners held 5,854 shares of Southern Company worth $560K as of Q2 2026.
- Verus Financial Partners sold 96 Southern Company shares in Q2 2026, an estimated $9.04K.
- Southern Company made up 0.05% of Verus Financial Partners's portfolio in Q2 2026, its #65 holding.
- Verus Financial Partners first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
- Verus Financial Partners's Southern Company position peaked at $565K in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.