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Walsky Investment Management’s Southern Company SO Stock Holding History

Walsky Investment Management’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 		$3.21M Sell
33,575
-283
-0.8% -$26.6K 2.98% 14
2026
Q1 		$3.25M Hold
33,858
– – 3.32% 10
2025
Q4 		$2.95M Buy
+33,858
New +$3.09M 3.01% 12

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

Walsky Investment Management's SO Position: Q2 2026 in Review

Walsky Investment Management reduced its Southern Company (SO) stake by 0.84% in Q2 2026, selling an estimated $26.6K and leaving 33,575 shares worth $3.21M. The position accounts for 2.98% of the portfolio, ranked #14.

Walsky Investment Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.25M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Walsky Investment Management held 33,575 shares of Southern Company worth $3.21M as of Q2 2026.
  • Walsky Investment Management sold 283 Southern Company shares in Q2 2026, an estimated $26.6K.
  • Southern Company made up 2.98% of Walsky Investment Management's portfolio in Q2 2026, its #14 holding.
  • Walsky Investment Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Walsky Investment Management's Southern Company position peaked at $3.25M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Walsky Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.