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Vinva Investment Management’s Southern Company SO Stock Holding History

Vinva Investment Management’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 		$10.4M Buy
106,848
+8,587
+9% +$794K 0.13% 173
2025
Q4 		$8.6M Buy
98,261
+51,195
+109% +$4.67M 0.11% 169
2025
Q3 		$4.42M Buy
47,066
+20,726
+79% +$1.93M 0.09% 191
2025
Q2 		$2.39M Buy
26,340
+4,915
+23% +$441K 0.06% 226
2025
Q1 		$1.95M Buy
21,425
+3,814
+22% +$330K 0.08% 226
2024
Q4 		$1.45M Buy
17,611
+5,636
+47% +$494K 0.06% 255
2024
Q3 		$1.08M Sell
11,975
-6,628
-36% -$566K 0.05% 286
2024
Q2 		$1.45M Buy
18,603
+2,420
+15% +$183K 0.07% 248
2024
Q1 		$1.16M Buy
16,183
+6,506
+67% +$449K 0.07% 273
2023
Q4 		$679K Buy
9,677
+2,520
+35% +$173K 0.05% 304
2023
Q3 		$466K Buy
7,157
+257
+4% +$17.8K 0.04% 301
2023
Q2 		$477K Sell
6,900
-30,153
-81% -$2.16M 0.04% 309
2023
Q1 		$2.56M Buy
+37,053
New +$2.49M 0.21% 121

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

Vinva Investment Management's SO Position: Q1 2026 in Review

Vinva Investment Management increased its Southern Company (SO) stake by 8.7% in Q1 2026, buying an estimated $794K and bringing the position to 106,848 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #173.

Vinva Investment Management first reported a position in SO in Q1 2023 and has held it in 13 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Vinva Investment Management held 106,848 shares of Southern Company worth $10.4M as of Q1 2026.
  • Vinva Investment Management bought 8,587 Southern Company shares in Q1 2026, an estimated $794K.
  • Southern Company made up 0.13% of Vinva Investment Management's portfolio in Q1 2026, its #173 holding.
  • Vinva Investment Management first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.