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Vest Financial’s Southern Company SO Stock Holding History

Vest Financial’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 		$6.01M Buy
62,762
+1,010
+2% +$95.1K 0.06% 230
2026
Q1 		$5.96M Buy
61,752
+6,481
+12% +$600K 0.07% 217
2025
Q4 		$4.82M Buy
55,271
+8,995
+19% +$821K 0.06% 223
2025
Q3 		$4.39M Buy
46,276
+8,901
+24% +$831K 0.06% 210
2025
Q2 		$3.43M Buy
37,375
+10,537
+39% +$946K 0.05% 221
2025
Q1 		$2.47M Buy
26,838
+11,368
+73% +$984K 0.04% 218
2024
Q4 		$1.27M Buy
15,470
+4,625
+43% +$406K 0.02% 215
2024
Q3 		$978K Buy
10,845
+7,211
+198% +$616K 0.02% 223
2024
Q2 		$282K Sell
3,634
-76
-2% -$5.76K 0.01% 240
2024
Q1 		$266K Buy
+3,710
New +$256K 0.01% 244

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Vest Financial's SO Position: Q2 2026 in Review

Vest Financial increased its Southern Company (SO) stake by 1.6% in Q2 2026, buying an estimated $95.1K and bringing the position to 62,762 shares worth $6.01M. The position accounts for 0.06% of the portfolio, ranked #230.

Vest Financial first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vest Financial held 62,762 shares of Southern Company worth $6.01M as of Q2 2026.
  • Vest Financial bought 1,010 Southern Company shares in Q2 2026, an estimated $95.1K.
  • Southern Company made up 0.06% of Vest Financial's portfolio in Q2 2026, its #230 holding.
  • Vest Financial first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.