Vestmark Advisory Solutions’s Southern Company SO Stock Holding History

Vestmark Advisory Solutions’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	$7.31M	Buy	76,426 +9,489	+14%	+$893K	0.07%	298
2026 Q1	$6.46M	Buy	66,937 +57,838	+636%	+$5.35M	0.07%	283
2025 Q4	$793K	Buy	+9,099	New	+$831K	0.01%	868
2023 Q3	–	Sell	-10,149	Closed	-$713K	–	804
2023 Q2	$713K	Sell	10,149 -2,612	-20%	-$187K	0.03%	521
2023 Q1	$888K	Buy	12,761 +3,240	+34%	+$218K	0.04%	465
2022 Q4	$680K	Buy	9,521 +1,230	+15%	+$82.2K	0.03%	507
2022 Q3	$564K	Buy	8,291 +693	+9%	+$52.5K	0.03%	509
2022 Q2	$542K	Sell	7,598 -1,049	-12%	-$77K	0.03%	523
2022 Q1	$627K	Buy	8,647 +243	+3%	+$16.5K	0.04%	471
2021 Q4	$576K	Buy	8,404 +237	+3%	+$15.1K	0.03%	504
2021 Q3	$506K	Buy	8,167 +3,971	+95%	+$256K	0.03%	486
2021 Q2	$254K	Sell	4,196 -22	-0.5%	-$1.41K	0.02%	675
2021 Q1	$262K	Sell	4,218 -494	-10%	-$29.6K	0.02%	633
2020 Q4	$289K	Buy	4,712 +451	+11%	+$27.1K	0.03%	476
2020 Q3	$231K	Buy	+4,261	New	+$228K	0.03%	493
2019 Q4	–	Sell	-4,922	Closed	-$304K	–	483
2019 Q3	$304K	Sell	4,922 -161	-3%	-$9.33K	0.05%	406
2019 Q2	$281K	Buy	5,083 +428	+9%	+$22.9K	0.05%	427
2019 Q1	$241K	Buy	+4,655	New	+$228K	0.04%	458

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vestmark Advisory Solutions's SO Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $893K and bringing the position to 76,426 shares worth $7.31M. The position accounts for 0.07% of the portfolio, ranked #298.

Vestmark Advisory Solutions first reported a position in SO in Q1 2019 and has held it in 18 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Vestmark Advisory Solutions held 76,426 shares of Southern Company worth $7.31M as of Q2 2026.
Vestmark Advisory Solutions bought 9,489 Southern Company shares in Q2 2026, an estimated $893K.
Southern Company made up 0.07% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #298 holding.
Vestmark Advisory Solutions first reported a position in Southern Company in Q1 2019 and has held it in 18 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.