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Waycross Partners’s Southern Company SO Stock Holding History

Waycross Partners’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 		$455K Hold
4,709
– – 0.04% 52
2025
Q4 		$411K Sell
4,709
-157,309
-97% -$14.4M 0.03% 72
2025
Q3 		$15.4M Buy
162,018
+3,464
+2% +$323K 1.32% 26
2025
Q2 		$14.6M Buy
+158,554
New +$14.2M 1.37% 29

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

Waycross Partners's SO Position: Q1 2026 in Review

Waycross Partners held its Southern Company (SO) position steady in Q1 2026 at 4,709 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #52.

Waycross Partners first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.4M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Waycross Partners held 4,709 shares of Southern Company worth $455K as of Q1 2026.
  • Waycross Partners left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.04% of Waycross Partners's portfolio in Q1 2026, its #52 holding.
  • Waycross Partners first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • Waycross Partners's Southern Company position peaked at $15.4M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.