Vista Investment Partners II’s Southern Company SO Stock Holding History

Vista Investment Partners II’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	$470K	Buy	4,906 +21	+0.4%	+$1.98K	0.18%	104
2026 Q1	$471K	Sell	4,885 -779	-14%	-$72.1K	0.21%	95
2025 Q4	$494K	Buy	5,664 +1	+0%	+$91	0.21%	94
2025 Q3	$537K	Sell	5,663 -38	-0.7%	-$3.55K	0.25%	83
2025 Q2	$523K	Buy	5,701 +109	+2%	+$9.79K	0.25%	80
2025 Q1	$514K	Buy	5,592 +21	+0.4%	+$1.82K	0.28%	81
2024 Q4	$459K	Buy	+5,571	New	+$489K	0.27%	81

Other funds holding SO

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vista Investment Partners II's SO Position: Q2 2026 in Review

Vista Investment Partners II increased its Southern Company (SO) stake by 0.43% in Q2 2026, buying an estimated $1.98K and bringing the position to 4,906 shares worth $470K. The position accounts for 0.18% of the portfolio, ranked #104.

Vista Investment Partners II first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q3 2025. 882 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Vista Investment Partners II held 4,906 shares of Southern Company worth $470K as of Q2 2026.
Vista Investment Partners II bought 21 Southern Company shares in Q2 2026, an estimated $1.98K.
Southern Company made up 0.18% of Vista Investment Partners II's portfolio in Q2 2026, its #104 holding.
Vista Investment Partners II first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Southern Company position peaked at $537K in Q3 2025.
882 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.