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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
Q2 		$451K Hold
4,709
– – 0.04% 54
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 $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

Waycross Partners's SO Position: Q2 2026 in Review

Waycross Partners held its Southern Company (SO) position steady in Q2 2026 at 4,709 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #54.

Waycross Partners first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4M in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Waycross Partners held 4,709 shares of Southern Company worth $451K as of Q2 2026.
  • Waycross Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of Waycross Partners's portfolio in Q2 2026, its #54 holding.
  • Waycross Partners first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Waycross Partners's Southern Company position peaked at $15.4M in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.