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 Q3	$700K	Buy	8,447 +312	+4%	+$28.4K	0.28%	58
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Visionary Horizons's SO Position: Q3 2026 in Review

Visionary Horizons increased its Southern Company (SO) stake by 3.8% in Q3 2026, buying an estimated $28.4K and bringing the position to 8,447 shares worth $700K. The position accounts for 0.28% of the portfolio, ranked #58.

Visionary Horizons first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $923K in Q3 2024. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Visionary Horizons held 8,447 shares of Southern Company worth $700K as of Q3 2026.
Visionary Horizons bought 312 Southern Company shares in Q3 2026, an estimated $28.4K.
Southern Company made up 0.28% of Visionary Horizons's portfolio in Q3 2026, its #58 holding.
Visionary Horizons first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Southern Company position peaked at $923K in Q3 2024.
1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.