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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
Q2 		$25.4M Buy
262,779
+155,931
+146% +$14.7M 0.17% 135
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vinva Investment Management's SO Position: Q2 2026 in Review

Vinva Investment Management increased its Southern Company (SO) stake by 146% in Q2 2026, buying an estimated $14.7M and bringing the position to 262,779 shares worth $25.4M. The position accounts for 0.17% of the portfolio, ranked #135.

Vinva Investment Management first reported a position in SO in Q1 2023 and has held it in 14 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vinva Investment Management held 262,779 shares of Southern Company worth $25.4M as of Q2 2026.
  • Vinva Investment Management bought 155,931 Southern Company shares in Q2 2026, an estimated $14.7M.
  • Southern Company made up 0.17% of Vinva Investment Management's portfolio in Q2 2026, its #135 holding.
  • Vinva Investment Management first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.