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Voleon Capital Management’s Southern Company SO Stock Holding History

Voleon Capital Management’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 		$17.4M Buy
181,563
+32,054
+21% +$3.02M 0.32% 69
2026
Q1 		$14.4M Buy
149,509
+128,837
+623% +$11.9M 0.31% 70
2025
Q4 		$1.8M Sell
20,672
-41,778
-67% -$3.81M 0.04% 355
2025
Q3 		$5.92M Buy
62,450
+1,012
+2% +$94.5K 0.14% 146
2025
Q2 		$5.64M Sell
61,438
-30,368
-33% -$2.73M 0.31% 79
2025
Q1 		$8.44M Buy
91,806
+23,677
+35% +$2.05M 0.66% 35
2024
Q4 		$5.61M Buy
+68,129
New +$5.98M 0.42% 62

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Voleon Capital Management's SO Position: Q2 2026 in Review

Voleon Capital Management increased its Southern Company (SO) stake by 21% in Q2 2026, buying an estimated $3.02M and bringing the position to 181,563 shares worth $17.4M. The position accounts for 0.32% of the portfolio, ranked #69.

Voleon Capital Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Voleon Capital Management held 181,563 shares of Southern Company worth $17.4M as of Q2 2026.
  • Voleon Capital Management bought 32,054 Southern Company shares in Q2 2026, an estimated $3.02M.
  • Southern Company made up 0.32% of Voleon Capital Management's portfolio in Q2 2026, its #69 holding.
  • Voleon Capital Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.