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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
Q2 		$3.97M Sell
41,471
-4,524
-10% -$426K 0.22% 101
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 $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

Waterloo Capital's SO Position: Q2 2026 in Review

Waterloo Capital reduced its Southern Company (SO) stake by 9.8% in Q2 2026, selling an estimated $426K and leaving 41,471 shares worth $3.97M. The position accounts for 0.22% of the portfolio, ranked #101.

Waterloo Capital first reported a position in SO in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.44M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Waterloo Capital held 41,471 shares of Southern Company worth $3.97M as of Q2 2026.
  • Waterloo Capital sold 4,524 Southern Company shares in Q2 2026, an estimated $426K.
  • Southern Company made up 0.22% of Waterloo Capital's portfolio in Q2 2026, its #101 holding.
  • Waterloo Capital first reported a position in Southern Company in Q1 2023 and has held it in 10 quarters since.
  • Waterloo Capital's Southern Company position peaked at $4.44M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.