VCP
SO icon

Vista Capital Partners’s Southern Company SO Stock Holding History

Vista Capital Partners’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 		$848K Buy
8,865
+73
+0.8% +$6.87K 0.07% 70
2026
Q1 		$849K Buy
8,792
+61
+0.7% +$5.64K 0.09% 59
2025
Q4 		$761K Buy
8,731
+7
+0.1% +$639 0.08% 63
2025
Q3 		$827K Buy
8,724
+14
+0.2% +$1.31K 0.08% 51
2025
Q2 		$800K Buy
8,710
+44
+0.5% +$3.95K 0.09% 44
2025
Q1 		$797K Buy
8,666
+13
+0.2% +$1.13K 0.1% 38
2024
Q4 		$712K Buy
8,653
+12
+0.1% +$1.05K 0.08% 44
2024
Q3 		$779K Sell
8,641
-102
-1% -$8.71K 0.09% 37
2024
Q2 		$678K Buy
8,743
+118
+1% +$8.94K 0.08% 35
2024
Q1 		$619K Sell
8,625
-2,477
-22% -$171K 0.08% 38
2023
Q4 		$778K Buy
11,102
+2,477
+29% +$170K 0.1% 30
2023
Q3 		$558K Sell
8,625
-430
-5% -$29.8K 0.08% 37
2023
Q2 		$636K Hold
9,055
– – 0.09% 40
2023
Q1 		$630K Buy
9,055
+430
+5% +$29K 0.09% 39
2022
Q4 		$616K Hold
8,625
– – 0.1% 38
2022
Q3 		$587K Sell
8,625
-73
-0.8% -$5.53K 0.1% 31
2022
Q2 		$620K Sell
8,698
-302
-3% -$22.2K 0.1% 31
2022
Q1 		$653K Buy
+9,000
New +$610K 0.08% 33

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vista Capital Partners's SO Position: Q2 2026 in Review

Vista Capital Partners increased its Southern Company (SO) stake by 0.83% in Q2 2026, buying an estimated $6.87K and bringing the position to 8,865 shares worth $848K. The position accounts for 0.07% of the portfolio, ranked #70.

Vista Capital Partners first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $849K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vista Capital Partners held 8,865 shares of Southern Company worth $848K as of Q2 2026.
  • Vista Capital Partners bought 73 Southern Company shares in Q2 2026, an estimated $6.87K.
  • Southern Company made up 0.07% of Vista Capital Partners's portfolio in Q2 2026, its #70 holding.
  • Vista Capital Partners first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Vista Capital Partners's Southern Company position peaked at $849K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.