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Walsh & Associates’s Southern Company SO Stock Holding History

Walsh & Associates’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 		$241K Sell
2,520
-400
-14% -$37.7K 0.2% 51
2026
Q1 		$282K Hold
2,920
– – 0.28% 42
2025
Q4 		$255K Buy
+2,920
New +$267K 0.25% 47

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

Walsh & Associates's SO Position: Q2 2026 in Review

Walsh & Associates reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $37.7K and leaving 2,520 shares worth $241K. The position accounts for 0.2% of the portfolio, ranked #51.

Walsh & Associates first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $282K in Q1 2026. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Walsh & Associates held 2,520 shares of Southern Company worth $241K as of Q2 2026.
  • Walsh & Associates sold 400 Southern Company shares in Q2 2026, an estimated $37.7K.
  • Southern Company made up 0.2% of Walsh & Associates's portfolio in Q2 2026, its #51 holding.
  • Walsh & Associates first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Southern Company position peaked at $282K in Q1 2026.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.