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 		$7.13M Buy
74,500
+42,900
+136% +$4.04M 0.03% 627
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 $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.