PYA Waltman Capital’s Southern Company SO Stock Holding History

PYA Waltman Capital’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	$258K	Hold	2,676	–	–	0.07%	63
2025 Q4	$233K	Hold	2,676	–	–	0.06%	70
2025 Q3	$254K	Hold	2,676	–	–	0.07%	69
2025 Q2	$246K	Hold	2,676	–	–	0.07%	72
2025 Q1	$246K	Hold	2,676	–	–	0.08%	67
2024 Q4	$220K	Hold	2,676	–	–	0.07%	73
2024 Q3	$241K	Hold	2,676	–	–	0.08%	66
2024 Q2	$208K	Buy	+2,676	New	+$203K	0.08%	64
2022 Q4	–	Sell	-2,696	Closed	-$183K	–	170
2022 Q3	$183K	Hold	2,696	–	–	0.11%	57
2022 Q2	$192K	Hold	2,696	–	–	0.11%	45
2022 Q1	$195K	Hold	2,696	–	–	0.1%	45
2021 Q4	$185K	Buy	+2,696	New	+$172K	0.1%	45

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PYA Waltman Capital's SO Position: Q1 2026 in Review

PYA Waltman Capital held its Southern Company (SO) position steady in Q1 2026 at 2,676 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #63.

PYA Waltman Capital first reported a position in SO in Q4 2021 and has held it in 12 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

PYA Waltman Capital held 2,676 shares of Southern Company worth $258K as of Q1 2026.
PYA Waltman Capital left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.07% of PYA Waltman Capital's portfolio in Q1 2026, its #63 holding.
PYA Waltman Capital first reported a position in Southern Company in Q4 2021 and has held it in 12 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.