Visionary Horizons’s Southern Company SO Stock Holding History

Visionary Horizons’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	$779K	Buy	8,135 +413	+5%	+$38.9K	0.33%	50
2026 Q1	$745K	Sell	7,722 -64	-0.8%	-$5.92K	0.37%	48
2025 Q4	$679K	Sell	7,786 -100	-1%	-$9.13K	0.35%	55
2025 Q3	$747K	Sell	7,886 -574	-7%	-$53.6K	0.42%	46
2025 Q2	$777K	Sell	8,460 -14	-0.2%	-$1.26K	0.49%	36
2025 Q1	$779K	Sell	8,474 -1,435	-14%	-$124K	0.55%	31
2024 Q4	$816K	Sell	9,909 -324	-3%	-$28.4K	0.54%	28
2024 Q3	$923K	Sell	10,233 -410	-4%	-$35K	0.62%	24
2024 Q2	$826K	Sell	10,643 -329	-3%	-$24.9K	0.6%	24
2024 Q1	$754K	Sell	10,972 -579	-5%	-$40K	0.59%	26
2023 Q4	$810K	Buy	+11,551	New	+$793K	0.66%	22

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

Visionary Horizons's SO Position: Q2 2026 in Review

Visionary Horizons increased its Southern Company (SO) stake by 5.3% in Q2 2026, buying an estimated $38.9K and bringing the position to 8,135 shares worth $779K. The position accounts for 0.33% of the portfolio, ranked #50.

Visionary Horizons first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $923K in Q3 2024. 1,101 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Visionary Horizons held 8,135 shares of Southern Company worth $779K as of Q2 2026.
Visionary Horizons bought 413 Southern Company shares in Q2 2026, an estimated $38.9K.
Southern Company made up 0.33% of Visionary Horizons's portfolio in Q2 2026, its #50 holding.
Visionary Horizons first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's Southern Company position peaked at $923K in Q3 2024.
1,101 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.