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 		$3.89M Buy
40,600
+3,900
+11% +$367K 0.01% 979
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 $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.