Voloridge Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,543
| Closed | -$245K | – | 1060 |
|
|
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
Voloridge Investment Management's SO Position: Q2 2026 in Review
Voloridge Investment Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,543 shares — an estimated $245K sold.
Voloridge Investment Management first reported a position in SO in Q1 2015 and held it in 24 quarters. The position peaked at $61.6M in Q3 2020. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Voloridge Investment Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
- Voloridge Investment Management sold 2,543 Southern Company shares in Q2 2026, an estimated $245K.
- Voloridge Investment Management first reported a position in Southern Company in Q1 2015 and held it in 24 quarters.
- Voloridge Investment Management's Southern Company position peaked at $61.6M in Q3 2020.
- 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.