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Waterloo Capital’s Southern Company SO Stock Holding History

Waterloo 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 		$4.44M Buy
45,995
+2,233
+5% +$207K 0.31% 77
2025
Q4 		$3.82M Buy
43,762
+442
+1% +$40.4K 0.27% 87
2025
Q3 		$4.11M Buy
43,320
+1,860
+4% +$174K 0.31% 81
2025
Q2 		$3.81M Buy
41,460
+3,860
+10% +$347K 0.31% 77
2025
Q1 		$3.46M Buy
37,600
+4,165
+12% +$361K 0.32% 83
2024
Q4 		$2.75M Sell
33,435
-439
-1% -$38.5K 0.29% 87
2024
Q3 		$3.05M Buy
33,874
+6,201
+22% +$530K 0.33% 76
2024
Q2 		$2.15M Buy
+27,673
New +$2.1M 0.26% 95
2023
Q2 		– Sell
-3,065
Closed -$213K – 249
2023
Q1 		$213K Buy
+3,065
New +$206K 0.07% 180

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

Waterloo Capital's SO Position: Q1 2026 in Review

Waterloo Capital increased its Southern Company (SO) stake by 5.1% in Q1 2026, buying an estimated $207K and bringing the position to 45,995 shares worth $4.44M. The position accounts for 0.31% of the portfolio, ranked #77.

Waterloo Capital first reported a position in SO in Q1 2023 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Waterloo Capital held 45,995 shares of Southern Company worth $4.44M as of Q1 2026.
  • Waterloo Capital bought 2,233 Southern Company shares in Q1 2026, an estimated $207K.
  • Southern Company made up 0.31% of Waterloo Capital's portfolio in Q1 2026, its #77 holding.
  • Waterloo Capital first reported a position in Southern Company in Q1 2023 and has held it in 9 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.