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Vista Investment Partners’s Southern Company SO Stock Holding History

Vista Investment 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
Q3 		$214K Buy
2,587
+4
+0.2% +$364 0.06% 152
2026
Q2 		$247K Sell
2,583
-119
-4% -$11.2K 0.06% 154
2026
Q1 		$261K Buy
2,702
+4
+0.1% +$370 0.07% 151
2025
Q4 		$235K Hold
2,698
– – 0.06% 151
2025
Q3 		$256K Hold
2,698
– – 0.07% 140
2025
Q2 		$248K Hold
2,698
– – 0.07% 140
2025
Q1 		$248K Hold
2,698
– – 0.08% 141
2024
Q4 		$222K Sell
2,698
-2
-0.1% -$175 0.07% 143
2024
Q3 		$243K Hold
2,700
– – 0.08% 137
2024
Q2 		$209K Buy
+2,700
New +$205K 0.07% 145

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Vista Investment Partners's SO Position: Q3 2026 in Review

Vista Investment Partners increased its Southern Company (SO) stake by 0.15% in Q3 2026, buying an estimated $364 and bringing the position to 2,587 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #152.

Vista Investment Partners first reported a position in SO in Q2 2024 and has held it in 10 quarters since. The position peaked at $261K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Vista Investment Partners held 2,587 shares of Southern Company worth $214K as of Q3 2026.
  • Vista Investment Partners bought 4 Southern Company shares in Q3 2026, an estimated $364.
  • Southern Company made up 0.06% of Vista Investment Partners's portfolio in Q3 2026, its #152 holding.
  • Vista Investment Partners first reported a position in Southern Company in Q2 2024 and has held it in 10 quarters since.
  • Vista Investment Partners's Southern Company position peaked at $261K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.