Walleye Capital
SO icon

Walleye Capital’s Southern Company SO Stock Holding History

Walleye 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 		$20.8M Buy
215,732
+214,413
+16,256% +$19.8M 0.09% 185
2025
Q4 		$115K Sell
1,319
-1,147
-47% -$105K ﹤0.01% 3813
2025
Q3 		$234K Buy
+2,466
New +$230K ﹤0.01% 3214
2025
Q2 		– Sell
-15,068
Closed -$1.35M – 5006
2025
Q1 		$1.39M Sell
15,068
-1,510
-9% -$131K 0.01% 1719
2024
Q4 		$1.36M Sell
16,578
-50,889
-75% -$4.46M ﹤0.01% 2112
2024
Q3 		$6.08M Sell
67,467
-83,930
-55% -$7.17M 0.01% 1028
2024
Q2 		$11.7M Buy
151,397
+119,265
+371% +$9.04M 0.02% 654
2024
Q1 		$2.31M Sell
32,132
-7,407
-19% -$511K ﹤0.01% 1900
2023
Q4 		$2.77M Sell
39,539
-121,020
-75% -$8.31M 0.01% 1535
2023
Q3 		$10.4M Buy
160,559
+84,085
+110% +$5.84M 0.03% 553
2023
Q2 		$5.37M Buy
76,474
+46,793
+158% +$3.36M 0.02% 686
2023
Q1 		$2.07M Sell
29,681
-10,440
-26% -$703K 0.03% 704
2022
Q4 		$2.87M Sell
40,121
-23,752
-37% -$1.59M 0.05% 432
2022
Q3 		$4.34M Buy
+63,873
New +$4.84M 0.08% 261
2022
Q2 		– Sell
-33,829
Closed -$2.45M – 2702
2022
Q1 		$2.45M Sell
33,829
-35,915
-51% -$2.43M 0.07% 315
2021
Q4 		$4.78M Buy
+69,744
New +$4.45M 0.15% 148
2021
Q1 		– Sell
-13,895
Closed -$854 – 1330
2020
Q4 		$854 Buy
+13,895
New +$835K 0.06% 331

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Walleye Capital's SO Position: Q1 2026 in Review

Walleye Capital increased its Southern Company (SO) stake by 16,256% in Q1 2026, buying an estimated $19.8M and bringing the position to 215,732 shares worth $20.8M. The position accounts for 0.09% of the portfolio, ranked #185.

Walleye Capital first reported a position in SO in Q4 2020 and has held it in 17 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Walleye Capital held 215,732 shares of Southern Company worth $20.8M as of Q1 2026.
  • Walleye Capital bought 214,413 Southern Company shares in Q1 2026, an estimated $19.8M.
  • Southern Company made up 0.09% of Walleye Capital's portfolio in Q1 2026, its #185 holding.
  • Walleye Capital first reported a position in Southern Company in Q4 2020 and has held it in 17 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.