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Vise Technologies’s Southern Company SO Stock Holding History

Vise Technologies’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 		$3.81M Hold
43,729
– – 0.07% 217
2025
Q4 		$3.81M Buy
43,729
+14,094
+48% +$1.29M 0.07% 218
2025
Q3 		$2.81M Sell
29,635
-5,556
-16% -$519K 0.1% 181
2025
Q2 		$3.23M Buy
+35,191
New +$3.16M 0.13% 168
2024
Q4 		$1.47M Buy
17,810
+10,357
+139% +$909K 0.12% 176
2024
Q3 		$672K Buy
7,453
+4,104
+123% +$351K 0.09% 226
2024
Q2 		$260K Sell
3,349
-47
-1% -$3.56K 0.05% 341
2024
Q1 		$244K Sell
3,396
-185
-5% -$12.8K 0.05% 324
2023
Q4 		$251K Sell
3,581
-376
-10% -$25.8K 0.05% 300
2023
Q3 		$256K Sell
3,957
-620
-14% -$43K 0.06% 276
2023
Q2 		$322K Sell
4,577
-683
-13% -$49K 0.08% 237
2023
Q1 		$366K Buy
5,260
+957
+22% +$64.4K 0.1% 210
2022
Q4 		$307K Sell
4,303
-714
-14% -$47.7K 0.1% 232
2022
Q3 		$341K Buy
5,017
+1,225
+32% +$92.8K 0.13% 193
2022
Q2 		$270K Sell
3,792
-328
-8% -$24.1K 0.1% 220
2022
Q1 		$299K Buy
+4,120
New +$279K 0.11% 166

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

Vise Technologies's SO Position: Q1 2026 in Review

Vise Technologies held its Southern Company (SO) position steady in Q1 2026 at 43,729 shares worth $3.81M. The position accounts for 0.07% of the portfolio, ranked #217.

Vise Technologies first reported a position in SO in Q1 2022 and has held it in 16 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Vise Technologies held 43,729 shares of Southern Company worth $3.81M as of Q1 2026.
  • Vise Technologies left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #217 holding.
  • Vise Technologies first reported a position in Southern Company in Q1 2022 and has held it in 16 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.