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 		$3.54M Buy
36,700
+20,400
+125% +$1.89M 0.01% 1030
2025
Q4 		$1.42M Sell
16,300
-59,100
-78% -$5.4M ﹤0.01% 2153
2025
Q3 		$7.15M Buy
75,400
+26,000
+53% +$2.43M 0.03% 716
2025
Q2 		$4.54M Buy
49,400
+20,700
+72% +$1.86M 0.02% 925
2025
Q1 		$2.64M Sell
28,700
-15,900
-36% -$1.38M 0.01% 1228
2024
Q4 		$3.67M Sell
44,600
-197,600
-82% -$17.3M 0.01% 1289
2024
Q3 		$21.8M Sell
242,200
-30,500
-11% -$2.61M 0.05% 305
2024
Q2 		$21.2M Buy
272,700
+23,600
+9% +$1.79M 0.04% 338
2024
Q1 		$17.9M Buy
249,100
+88,500
+55% +$6.11M 0.03% 478
2023
Q4 		$11.3M Sell
160,600
-1,900
-1% -$130K 0.02% 611
2023
Q3 		$10.5M Buy
162,500
+103,900
+177% +$7.21M 0.03% 543
2023
Q2 		$4.12M Buy
58,600
+58,400
+29,200% +$4.19M 0.01% 857
2023
Q1 		$13.9K Buy
+200
New +$13.5K ﹤0.01% 3477
2020
Q1 		– Sell
-18,500
Closed -$1.18M – 1581
2019
Q4 		$1.18M Sell
18,500
-2,100
-10% -$130K 0.08% 358
2019
Q3 		$1.27M Buy
+20,600
New +$1.19M 0.08% 358
2019
Q2 		– Sell
-12,100
Closed -$625K – 2010
2019
Q1 		$625K Buy
+12,100
New +$593K 0.1% 307

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.