Vest Financial
SO icon

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
Q3 		$5.14M Sell
62,055
-707
-1% -$64.4K 0.05% 247
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% 216
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vest Financial's SO Position: Q3 2026 in Review

Vest Financial reduced its Southern Company (SO) stake by 1.1% in Q3 2026, selling an estimated $64.4K and leaving 62,055 shares worth $5.14M. The position accounts for 0.05% of the portfolio, ranked #247.

Vest Financial first reported a position in SO in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.01M in Q2 2026. 1,767 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Vest Financial held 62,055 shares of Southern Company worth $5.14M as of Q3 2026.
  • Vest Financial sold 707 Southern Company shares in Q3 2026, an estimated $64.4K.
  • Southern Company made up 0.05% of Vest Financial's portfolio in Q3 2026, its #247 holding.
  • Vest Financial first reported a position in Southern Company in Q1 2024 and has held it in 11 quarters since.
  • Vest Financial's Southern Company position peaked at $6.01M in Q2 2026.
  • 1,767 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.