Vontobel Holding
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Vontobel Holding’s Southern Company SO Stock Holding History

Vontobel Holding’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 		$2.03M Buy
21,247
+513
+2% +$48.3K 0.01% 631
2026
Q1 		$2M Buy
20,734
+3,987
+24% +$369K 0.01% 531
2025
Q4 		$1.46M Sell
16,747
-861
-5% -$78.6K ﹤0.01% 653
2025
Q3 		$1.67M Buy
17,608
+8,597
+95% +$803K 0.01% 601
2025
Q2 		$827K Sell
9,011
-5,745
-39% -$516K ﹤0.01% 744
2025
Q1 		$1.36M Sell
14,756
-4,499
-23% -$389K ﹤0.01% 508
2024
Q4 		$1.59M Buy
+19,255
New +$1.69M 0.01% 482
2022
Q2 		– Sell
-3,258
Closed -$236K – 1118
2022
Q1 		$236K Sell
3,258
-1,922
-37% -$130K ﹤0.01% 964
2021
Q4 		$354K Sell
5,180
-12,369
-70% -$789K ﹤0.01% 890
2021
Q3 		$1.09M Buy
17,549
+783
+5% +$50.4K 0.01% 598
2021
Q2 		$1.01M Sell
16,766
-1,267
-7% -$81K 0.01% 590
2021
Q1 		$1.12M Buy
18,033
+855
+5% +$51.2K 0.01% 505
2020
Q4 		$1.04M Buy
+17,178
New +$1.03M 0.01% 525

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Vontobel Holding's SO Position: Q2 2026 in Review

Vontobel Holding increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $48.3K and bringing the position to 21,247 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #631.

Vontobel Holding first reported a position in SO in Q4 2020 and has held it in 13 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vontobel Holding held 21,247 shares of Southern Company worth $2.03M as of Q2 2026.
  • Vontobel Holding bought 513 Southern Company shares in Q2 2026, an estimated $48.3K.
  • Southern Company made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #631 holding.
  • Vontobel Holding first reported a position in Southern Company in Q4 2020 and has held it in 13 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.