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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vest Financial's SO Position: Q1 2026 in Review

Vest Financial increased its Southern Company (SO) stake by 12% in Q1 2026, buying an estimated $600K and bringing the position to 61,752 shares worth $5.96M. The position accounts for 0.07% of the portfolio, ranked #217.

Vest Financial first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Vest Financial held 61,752 shares of Southern Company worth $5.96M as of Q1 2026.
  • Vest Financial bought 6,481 Southern Company shares in Q1 2026, an estimated $600K.
  • Southern Company made up 0.07% of Vest Financial's portfolio in Q1 2026, its #217 holding.
  • Vest Financial first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.