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
Q2 		$954K Sell
9,971
-205,761
-95% -$19.4M ﹤0.01% 2166
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 -$854K – 1330
2020
Q4 		$854K Buy
+13,895
New +$835K 0.06% 331

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

Walleye Capital's SO Position: Q2 2026 in Review

Walleye Capital reduced its Southern Company (SO) stake by 95% in Q2 2026, selling an estimated $19.4M and leaving 9,971 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Walleye Capital first reported a position in SO in Q4 2020 and has held it in 18 quarters since. The position peaked at $20.8M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Walleye Capital held 9,971 shares of Southern Company worth $954K as of Q2 2026.
  • Walleye Capital sold 205,761 Southern Company shares in Q2 2026, an estimated $19.4M.
  • Southern Company made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #2166 holding.
  • Walleye Capital first reported a position in Southern Company in Q4 2020 and has held it in 18 quarters since.
  • Walleye Capital's Southern Company position peaked at $20.8M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.