Voloridge Investment Management
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Voloridge Investment Management’s Southern Company SO Stock Holding History

Voloridge Investment 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 		$245K Buy
+2,543
New +$235K ﹤0.01% 969
2025
Q4 		– Sell
-352,687
Closed -$33.4M – 1341
2025
Q3 		$33.4M Buy
+352,687
New +$32.9M 0.11% 221
2025
Q1 		– Sell
-109,417
Closed -$9.01M – 1355
2024
Q4 		$9.01M Buy
+109,417
New +$9.6M 0.03% 605
2024
Q1 		– Sell
-245,942
Closed -$17.2M – 1342
2023
Q4 		$17.2M Buy
+245,942
New +$16.9M 0.07% 356
2023
Q1 		– Sell
-428,139
Closed -$30.6M – 1601
2022
Q4 		$30.6M Buy
428,139
+8,267
+2% +$553K 0.17% 173
2022
Q3 		$28.6M Buy
419,872
+184,250
+78% +$14M 0.15% 186
2022
Q2 		$16.8M Buy
235,622
+80,497
+52% +$5.91M 0.09% 307
2022
Q1 		$11.2M Sell
155,125
-288,392
-65% -$19.5M 0.06% 385
2021
Q4 		$30.4M Sell
443,517
-95,559
-18% -$6.09M 0.17% 158
2021
Q3 		$33.4M Sell
539,076
-311,620
-37% -$20.1M 0.22% 97
2021
Q2 		$51.5M Buy
850,696
+251,142
+42% +$16.1M 0.36% 39
2021
Q1 		$37.3M Buy
599,554
+592,863
+8,861% +$35.5M 0.27% 82
2020
Q4 		$411K Sell
6,691
-1,128,678
-99% -$67.9M ﹤0.01% 1162
2020
Q3 		$61.6M Buy
1,135,369
+345,826
+44% +$18.5M 0.51% 34
2020
Q2 		$40.9M Buy
789,543
+604,891
+328% +$33.6M 0.47% 37
2020
Q1 		$10M Buy
+184,652
New +$11.7M 0.29% 76
2017
Q4 		– Sell
-51,950
Closed -$2.55M – 598
2017
Q3 		$2.55M Buy
+51,950
New +$2.52M 0.06% 253
2017
Q2 		– Sell
-920,802
Closed -$45.8M – 558
2017
Q1 		$45.8M Buy
+920,802
New +$45.5M 1.12% 13
2016
Q3 		– Sell
-30,576
Closed -$1.64M – 328
2016
Q2 		$1.64M Sell
30,576
-459,936
-94% -$23.1M 0.05% 200
2016
Q1 		$25.4M Buy
490,512
+328,045
+202% +$16M 0.59% 32
2015
Q4 		$7.6M Buy
162,467
+95,153
+141% +$4.31M 0.54% 51
2015
Q3 		$3.01M Sell
67,314
-471,649
-88% -$20.7M 0.14% 145
2015
Q2 		$22.6M Buy
538,963
+274,726
+104% +$12M 1.15% 18
2015
Q1 		$11.7M Buy
+264,237
New +$12.6M 0.57% 52

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Voloridge Investment Management's SO Position: Q1 2026 in Review

Voloridge Investment Management opened a new position in Southern Company (SO) in Q1 2026: 2,543 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in SO as recently as Q3 2025.

Voloridge Investment Management first reported a position in SO in Q1 2015 and has held it in 24 quarters since. The position peaked at $61.6M in Q3 2020. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Voloridge Investment Management held 2,543 shares of Southern Company worth $245K as of Q1 2026.
  • Southern Company was a new Voloridge Investment Management position in Q1 2026.
  • Southern Company made up ﹤0.01% of Voloridge Investment Management's portfolio in Q1 2026, its #969 holding.
  • Voloridge Investment Management first reported a position in Southern Company in Q1 2015 and has held it in 24 quarters since.
  • Voloridge Investment Management's Southern Company position peaked at $61.6M in Q3 2020.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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