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Blalock Williams’s Southern Company SO Stock Holding History

Blalock Williams’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 		$784K Sell
8,193
-14
-0.2% -$1.32K 0.51% 52
2026
Q1 		$792K Buy
8,207
+363
+5% +$33.6K 0.61% 44
2025
Q4 		$684K Sell
7,844
-151
-2% -$13.8K 0.55% 45
2025
Q3 		$758K Buy
7,995
+83
+1% +$7.75K 0.66% 42
2025
Q2 		$727K Sell
7,912
-296
-4% -$26.6K 0.73% 38
2025
Q1 		$755K Buy
8,208
+623
+8% +$53.9K 0.85% 35
2024
Q4 		$624K Buy
+7,585
New +$665K 0.73% 35

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 $3.38T AUM 44.17% 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

Blalock Williams's SO Position: Q2 2026 in Review

Blalock Williams reduced its Southern Company (SO) stake by 0.17% in Q2 2026, selling an estimated $1.32K and leaving 8,193 shares worth $784K. The position accounts for 0.51% of the portfolio, ranked #52.

Blalock Williams first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $792K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Blalock Williams held 8,193 shares of Southern Company worth $784K as of Q2 2026.
  • Blalock Williams sold 14 Southern Company shares in Q2 2026, an estimated $1.32K.
  • Southern Company made up 0.51% of Blalock Williams's portfolio in Q2 2026, its #52 holding.
  • Blalock Williams first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Blalock Williams's Southern Company position peaked at $792K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.