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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Voleon Capital Management's SO Position: Q1 2026 in Review

Voleon Capital Management increased its Southern Company (SO) stake by 623% in Q1 2026, buying an estimated $11.9M and bringing the position to 149,509 shares worth $14.4M. The position accounts for 0.31% of the portfolio, ranked #70.

Voleon Capital Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Voleon Capital Management held 149,509 shares of Southern Company worth $14.4M as of Q1 2026.
Voleon Capital Management bought 128,837 Southern Company shares in Q1 2026, an estimated $11.9M.
Southern Company made up 0.31% of Voleon Capital Management's portfolio in Q1 2026, its #70 holding.
Voleon Capital Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.