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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Vista Investment Partners reduced its Southern Company (SO) stake by 4.4% in Q2 2026, selling an estimated $11.2K and leaving 2,583 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #154.

Vista Investment Partners first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $261K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Vista Investment Partners held 2,583 shares of Southern Company worth $247K as of Q2 2026.
Vista Investment Partners sold 119 Southern Company shares in Q2 2026, an estimated $11.2K.
Southern Company made up 0.06% of Vista Investment Partners's portfolio in Q2 2026, its #154 holding.
Vista Investment Partners first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Vista Investment Partners's Southern Company position peaked at $261K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.