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 		$3.05M Sell
31,600
-35,400
-53% -$3.27M 0.01% 1139
2025
Q4 		$5.84M Buy
67,000
+28,800
+75% +$2.63M 0.02% 1027
2025
Q3 		$3.62M Buy
38,200
+9,100
+31% +$850K 0.01% 1135
2025
Q2 		$2.67M Sell
29,100
-9,200
-24% -$826K 0.01% 1292
2025
Q1 		$3.52M Sell
38,300
-43,600
-53% -$3.77M 0.02% 1020
2024
Q4 		$6.74M Sell
81,900
-26,900
-25% -$2.36M 0.02% 884
2024
Q3 		$9.81M Sell
108,800
-20,000
-16% -$1.71M 0.02% 704
2024
Q2 		$9.99M Buy
128,800
+10,200
+9% +$773K 0.02% 759
2024
Q1 		$8.51M Buy
118,600
+75,600
+176% +$5.22M 0.02% 927
2023
Q4 		$3.02M Sell
43,000
-17,600
-29% -$1.21M 0.01% 1474
2023
Q3 		$3.92M Sell
60,600
-3,100
-5% -$215K 0.01% 1209
2023
Q2 		$4.47M Buy
63,700
+62,200
+4,147% +$4.46M 0.02% 802
2023
Q1 		$104K Buy
+1,500
New +$101K ﹤0.01% 2903
2020
Q1 		– Sell
-56,200
Closed -$3.58M – 1580
2019
Q4 		$3.58M Sell
56,200
-123,300
-69% -$7.64M 0.23% 86
2019
Q3 		$11.1M Buy
179,500
+100,000
+126% +$5.8M 0.66% 10
2019
Q2 		$4.39M Buy
79,500
+72,200
+989% +$3.87M 0.48% 17
2019
Q1 		$377K Buy
+7,300
New +$358K 0.06% 501

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.