Violich Capital Management’s Southern Company SO Stock Holding History

Violich Capital 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	$443K	Hold	4,629	–	–	0.05%	88
2026 Q1	$447K	Hold	4,629	–	–	0.05%	88
2025 Q4	$404K	Hold	4,629	–	–	0.05%	91
2025 Q3	$439K	Hold	4,629	–	–	0.05%	85
2025 Q2	$425K	Hold	4,629	–	–	0.06%	77
2025 Q1	$426K	Hold	4,629	–	–	0.06%	81
2024 Q4	$381K	Sell	4,629 -50	-1%	-$4.39K	0.05%	83
2024 Q3	$422K	Buy	4,679 +84	+2%	+$7.17K	0.05%	86
2024 Q2	$356K	Hold	4,595	–	–	0.05%	89
2024 Q1	$330K	Hold	4,595	–	–	0.05%	91
2023 Q4	$322K	Hold	4,595	–	–	0.05%	88
2023 Q3	$297K	Hold	4,595	–	–	0.05%	90
2023 Q2	$323K	Hold	4,595	–	–	0.05%	93
2023 Q1	$320K	Hold	4,595	–	–	0.05%	89
2022 Q4	$328K	Sell	4,595 -66	-1%	-$4.41K	0.06%	86
2022 Q3	$317K	Hold	4,661	–	–	0.06%	87
2022 Q2	$332K	Hold	4,661	–	–	0.06%	87
2022 Q1	$338K	Sell	4,661 -68	-1%	-$4.61K	0.05%	92
2021 Q4	$324K	Sell	4,729 -50	-1%	-$3.19K	0.05%	97
2021 Q3	$296K	Buy	4,779 +1,379	+41%	+$88.8K	0.05%	99
2021 Q2	$206K	Sell	3,400 -1,379	-29%	-$88.2K	0.03%	114
2021 Q1	$297K	Hold	4,779	–	–	0.05%	90
2020 Q4	$294K	Hold	4,779	–	–	0.06%	86
2020 Q3	$259K	Sell	4,779 -1,000	-17%	-$53.4K	0.05%	87
2020 Q2	$300K	Hold	5,779	–	–	0.07%	89
2020 Q1	$313K	Hold	5,779	–	–	0.08%	80
2019 Q4	$368K	Hold	5,779	–	–	0.08%	89
2019 Q3	$357K	Hold	5,779	–	–	0.09%	88
2019 Q2	$319K	Hold	5,779	–	–	0.08%	94
2019 Q1	$299K	Hold	5,779	–	–	0.08%	95
2018 Q4	$254K	Hold	5,779	–	–	0.07%	94
2018 Q3	$252K	Sell	5,779 -425	-7%	-$19.6K	0.06%	105
2018 Q2	$287K	Hold	6,204	–	–	0.07%	97
2018 Q1	$277K	Hold	6,204	–	–	0.07%	92
2017 Q4	$298K	Sell	6,204 -1,570	-20%	-$80K	0.08%	92
2017 Q3	$382K	Sell	7,774 -200	-3%	-$9.7K	0.1%	79
2017 Q2	$382K	Hold	7,974	–	–	0.11%	78
2017 Q1	$397K	Hold	7,974	–	–	0.12%	76
2016 Q4	$390K	Hold	7,974	–	–	0.12%	77
2016 Q3	$409K	Buy	7,974 +200	+3%	+$10.5K	0.14%	73
2016 Q2	$417K	Hold	7,774	–	–	0.13%	70
2016 Q1	$402K	Hold	7,774	–	–	0.13%	71
2015 Q4	$364K	Sell	7,774 -303	-4%	-$13.7K	0.12%	71
2015 Q3	$361K	Hold	8,077	–	–	0.13%	71
2015 Q2	$338K	Hold	8,077	–	–	0.11%	80
2015 Q1	$358K	Sell	8,077 -1,000	-11%	-$47.5K	0.12%	80
2014 Q4	$446K	Hold	9,077	–	–	0.14%	77
2014 Q3	$396K	Sell	9,077 -480	-5%	-$21.1K	0.13%	77
2014 Q2	$434K	Hold	9,557	–	–	0.15%	76
2014 Q1	$420K	Sell	9,557 -750	-7%	-$31.4K	0.15%	72
2013 Q4	$424K	Sell	10,307 -100	-1%	-$4.13K	0.15%	70
2013 Q3	$429K	Hold	10,407	–	–	0.17%	73
2013 Q2	$459K	Buy	+10,407	New	+$479K	0.19%	74

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Violich Capital Management's SO Position: Q2 2026 in Review

Violich Capital Management held its Southern Company (SO) position steady in Q2 2026 at 4,629 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #88.

Violich Capital Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $459K in Q2 2013. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Violich Capital Management held 4,629 shares of Southern Company worth $443K as of Q2 2026.
Violich Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.05% of Violich Capital Management's portfolio in Q2 2026, its #88 holding.
Violich Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Violich Capital Management's Southern Company position peaked at $459K in Q2 2013.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.