Thayer Partners’s Southern Company SO Stock Holding History

Thayer Partners’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	$234K	Buy	2,447 +148	+6%	+$13.9K	0.1%	95
2026 Q1	$222K	Buy	+2,299	New	+$213K	0.11%	90

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

Thayer Partners's SO Position: Q2 2026 in Review

Thayer Partners increased its Southern Company (SO) stake by 6.4% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,447 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #95.

Thayer Partners first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Thayer Partners held 2,447 shares of Southern Company worth $234K as of Q2 2026.
Thayer Partners bought 148 Southern Company shares in Q2 2026, an estimated $13.9K.
Southern Company made up 0.1% of Thayer Partners's portfolio in Q2 2026, its #95 holding.
Thayer Partners first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.