Walleye Trading
SO icon

Walleye Trading’s Southern Company SO Stock Holding History

Walleye Trading’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 		$3.19M Buy
33,100
+9,500
+40% +$879K 0.01% 1404
2025
Q4 		$2.06M Buy
23,600
+4,800
+26% +$438K ﹤0.01% 1890
2025
Q3 		$1.78M Sell
18,800
-4,000
-18% -$373K ﹤0.01% 1893
2025
Q2 		$2.09M Sell
22,800
-13,200
-37% -$1.19M ﹤0.01% 1700
2025
Q1 		$3.31M Sell
36,000
-30,100
-46% -$2.61M 0.01% 1337
2024
Q4 		$5.44M Sell
66,100
-9,700
-13% -$851K 0.01% 1096
2024
Q3 		$6.84M Buy
75,800
+28,800
+61% +$2.46M 0.01% 952
2024
Q2 		$3.65M Sell
47,000
-69,400
-60% -$5.26M 0.01% 1241
2024
Q1 		$8.35M Buy
116,400
+3,900
+3% +$269K 0.02% 821
2023
Q4 		$7.89M Buy
112,500
+31,100
+38% +$2.14M 0.02% 920
2023
Q3 		$5.27M Buy
81,400
+67,200
+473% +$4.66M 0.01% 1084
2023
Q2 		$998K Sell
14,200
-101,400
-88% -$7.27M ﹤0.01% 2174
2023
Q1 		$8.04M Sell
115,600
-5,600
-5% -$377K 0.02% 740
2022
Q4 		$8.65M Sell
121,200
-4,600
-4% -$308K 0.02% 753
2022
Q3 		$8.55M Buy
125,800
+5,000
+4% +$379K 0.03% 703
2022
Q2 		$8.61M Buy
120,800
+15,300
+15% +$1.12M 0.03% 707
2022
Q1 		$7.65M Buy
105,500
+98,200
+1,345% +$6.65M 0.02% 747
2021
Q4 		$501K Sell
7,300
-600
-8% -$38.3K ﹤0.01% 2958
2021
Q3 		$490K Buy
7,900
+6,800
+618% +$438K ﹤0.01% 2942
2021
Q2 		$67K Sell
1,100
-30,200
-96% -$1.93M ﹤0.01% 4528
2021
Q1 		$1.95M Buy
31,300
+25,300
+422% +$1.51M 0.01% 1347
2020
Q4 		$369K Sell
6,000
-2,100
-26% -$126K ﹤0.01% 2945
2020
Q3 		$439K Sell
8,100
-28,100
-78% -$1.5M ﹤0.01% 2351
2020
Q2 		$1.88M Buy
36,200
+32,600
+906% +$1.81M 0.01% 1151
2020
Q1 		$195K Buy
3,600
+3,000
+500% +$190K ﹤0.01% 2618
2019
Q4 		$38K Sell
600
-28,800
-98% -$1.78M ﹤0.01% 3859
2019
Q3 		$1.82M Buy
29,400
+26,000
+765% +$1.51M 0.02% 1133
2019
Q2 		$188K Sell
3,400
-35,100
-91% -$1.88M ﹤0.01% 2994
2019
Q1 		$1.99M Buy
38,500
+7,500
+24% +$368K 0.02% 1072
2018
Q4 		$1.36M Sell
31,000
-32,300
-51% -$1.47M 0.01% 1393
2018
Q3 		$2.76M Sell
63,300
-24,200
-28% -$1.12M 0.01% 1048
2018
Q2 		$4.05M Buy
87,500
+39,900
+84% +$1.79M 0.02% 748
2018
Q1 		$2.13M Buy
47,600
+30,400
+177% +$1.35M 0.01% 1155
2017
Q4 		$827 Sell
17,200
-3,400
-17% -$173K ﹤0.01% 2121
2017
Q3 		$1.02K Sell
20,600
-13,400
-39% -$650K 0.01% 1865
2017
Q2 		$1.63K Buy
34,000
+21,400
+170% +$1.07M 0.01% 1342
2017
Q1 		$628 Sell
12,600
-8,700
-41% -$430K ﹤0.01% 2047
2016
Q4 		$1.05M Sell
21,300
-4,000
-16% -$197K 0.01% 1477
2016
Q3 		$1.3M Sell
25,300
-8,100
-24% -$427K 0.01% 1325
2016
Q2 		$1.79M Sell
33,400
-5,500
-14% -$277K 0.01% 1079
2016
Q1 		$2.02M Buy
38,900
+17,900
+85% +$872K 0.02% 852
2015
Q4 		$983K Sell
21,000
-3,400
-14% -$154K 0.01% 1269
2015
Q3 		$1.09M Buy
24,400
+14,600
+149% +$641K 0.01% 1002
2015
Q2 		$411K Buy
9,800
+2,300
+31% +$100K ﹤0.01% 1819
2015
Q1 		$331K Sell
7,500
-6,900
-48% -$328K ﹤0.01% 1802
2014
Q4 		$707K Buy
14,400
+5,600
+64% +$264K 0.01% 1292
2014
Q3 		$384K Sell
8,800
-2,700
-23% -$119K ﹤0.01% 1539
2014
Q2 		$522 Sell
11,500
-5,600
-33% -$248K 0.01% 1247
2014
Q1 		$750 Sell
17,100
-12,100
-41% -$507K 0.01% 1032
2013
Q4 		$1.2M Buy
29,200
+8,500
+41% +$351K 0.01% 974
2013
Q3 		$852K Buy
20,700
+8,800
+74% +$379K 0.01% 944
2013
Q2 		$524K Buy
+11,900
New +$547K 0.01% 1227

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 Trading's SO Position: Q1 2024 in Review

Walleye Trading sold out of Southern Company (SO) in Q1 2024, closing a stake of 12,577 shares — an estimated $868K sold.

Walleye Trading first reported a position in SO in Q2 2013 and held it in 20 quarters. The position peaked at $4.88M in Q4 2022. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Walleye Trading reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Walleye Trading sold 12,577 Southern Company shares in Q1 2024, an estimated $868K.
  • Walleye Trading first reported a position in Southern Company in Q2 2013 and held it in 20 quarters.
  • Walleye Trading's Southern Company position peaked at $4.88M in Q4 2022.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Walleye Trading's 13F filing for Q1 2024, filed 15 May 2024.