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 Q2	$266K	Buy	2,776 +100	+4%	+$9.41K	0.06%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PYA Waltman Capital's SO Position: Q2 2026 in Review

PYA Waltman Capital increased its Southern Company (SO) stake by 3.7% in Q2 2026, buying an estimated $9.41K and bringing the position to 2,776 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #64.

PYA Waltman Capital first reported a position in SO in Q4 2021 and has held it in 13 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

PYA Waltman Capital held 2,776 shares of Southern Company worth $266K as of Q2 2026.
PYA Waltman Capital bought 100 Southern Company shares in Q2 2026, an estimated $9.41K.
Southern Company made up 0.06% of PYA Waltman Capital's portfolio in Q2 2026, its #64 holding.
PYA Waltman Capital first reported a position in Southern Company in Q4 2021 and has held it in 13 quarters since.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.