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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
Q2 		$8.07M Buy
84,267
+40,538
+93% +$3.82M 0.09% 178
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 $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

Vise Technologies's SO Position: Q2 2026 in Review

Vise Technologies increased its Southern Company (SO) stake by 93% in Q2 2026, buying an estimated $3.82M and bringing the position to 84,267 shares worth $8.07M. The position accounts for 0.09% of the portfolio, ranked #178.

Vise Technologies first reported a position in SO in Q1 2022 and has held it in 17 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vise Technologies held 84,267 shares of Southern Company worth $8.07M as of Q2 2026.
  • Vise Technologies bought 40,538 Southern Company shares in Q2 2026, an estimated $3.82M.
  • Southern Company made up 0.09% of Vise Technologies's portfolio in Q2 2026, its #178 holding.
  • Vise Technologies first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.