Vident Advisory’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
$7.77M Buy
81,173
+7,736
+11% +$728K 0.06% 279
2026
Q1
$7.09M Buy
73,437
+778
+1% +$72K 0.06% 266
2025
Q4
$6.34M Buy
72,659
+3,518
+5% +$321K 0.06% 268
2025
Q3
$6.55M Sell
69,141
-6,304
-8% -$589K 0.06% 249
2025
Q2
$6.93M Buy
75,445
+10,377
+16% +$932K 0.08% 215
2025
Q1
$5.98M Buy
65,068
+2,938
+5% +$254K 0.09% 203
2024
Q4
$5.12M Buy
62,130
+33,628
+118% +$2.95M 0.09% 204
2024
Q3
$2.57M Buy
28,502
+4,022
+16% +$344K 0.06% 329
2024
Q2
$1.9M Buy
+24,480
New +$1.86M 0.05% 388
2024
Q1
Sell
-20,774
Closed -$1.46M 1401
2023
Q4
$1.46M Buy
20,774
+5,090
+32% +$350K 0.04% 466
2023
Q3
$1.02M Buy
+15,684
New +$1.09M 0.03% 506

Other funds holding SO

Vident Advisory's SO Position: Q2 2026 in Review

Vident Advisory increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $728K and bringing the position to 81,173 shares worth $7.77M. The position accounts for 0.06% of the portfolio, ranked #279.

Vident Advisory first reported a position in SO in Q3 2023 and has held it in 11 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vident Advisory held 81,173 shares of Southern Company worth $7.77M as of Q2 2026.
  • Vident Advisory bought 7,736 Southern Company shares in Q2 2026, an estimated $728K.
  • Southern Company made up 0.06% of Vident Advisory's portfolio in Q2 2026, its #279 holding.
  • Vident Advisory first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.