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Code Waechter’s Southern Company SO Stock Holding History

Code Waechter’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 		$256K Buy
2,676
+33
+1% +$3.11K 0.13% 112
2026
Q1 		$255K Sell
2,643
-711
-21% -$65.8K 0.15% 99
2025
Q4 		$292K Sell
3,354
-532
-14% -$48.6K 0.19% 89
2025
Q3 		$387K Sell
3,886
-779
-17% -$72.7K 0.25% 75
2025
Q2 		$428K Buy
4,665
+1,492
+47% +$134K 0.3% 71
2025
Q1 		$292K Buy
+3,173
New +$275K 0.24% 93

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 $3.37T AUM 44.26% 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

Code Waechter's SO Position: Q2 2026 in Review

Code Waechter increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $3.11K and bringing the position to 2,676 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #112.

Code Waechter first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $428K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Code Waechter held 2,676 shares of Southern Company worth $256K as of Q2 2026.
  • Code Waechter bought 33 Southern Company shares in Q2 2026, an estimated $3.11K.
  • Southern Company made up 0.13% of Code Waechter's portfolio in Q2 2026, its #112 holding.
  • Code Waechter first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Code Waechter's Southern Company position peaked at $428K in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.