WF
SO icon

Wayfinding Financial’s Southern Company SO Stock Holding History

Wayfinding Financial’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 		$361K Buy
3,775
+91
+2% +$8.57K 0.14% 107
2026
Q1 		$355K Buy
3,684
+190
+5% +$17.6K 0.15% 95
2025
Q4 		$304K Sell
3,494
-1
-0% -$91 0.13% 107
2025
Q3 		$331K Buy
3,495
+23
+0.7% +$2.15K 0.14% 93
2025
Q2 		$333K Sell
3,472
-473
-12% -$42.5K 0.15% 93
2025
Q1 		$362K Buy
3,945
+42
+1% +$3.64K 0.16% 86
2024
Q4 		$321K Buy
+3,903
New +$342K 0.17% 89
2024
Q3 		– Sell
-4,019
Closed -$311K – 114
2024
Q2 		$311K Buy
4,019
+97
+2% +$7.35K 0.18% 87
2024
Q1 		$304K Sell
3,922
-57
-1% -$3.94K 0.18% 88
2023
Q4 		$279K Buy
3,979
+120
+3% +$8.24K 0.19% 85
2023
Q3 		$241K Sell
3,859
-61
-2% -$4.23K 0.18% 96
2023
Q2 		$283K Buy
3,920
+378
+11% +$27.1K 0.2% 81
2023
Q1 		$246K Buy
+3,542
New +$238K 0.19% 91

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 $3.38T AUM 44.17% 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

Wayfinding Financial's SO Position: Q2 2026 in Review

Wayfinding Financial increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $8.57K and bringing the position to 3,775 shares worth $361K. The position accounts for 0.14% of the portfolio, ranked #107.

Wayfinding Financial first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $362K in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wayfinding Financial held 3,775 shares of Southern Company worth $361K as of Q2 2026.
  • Wayfinding Financial bought 91 Southern Company shares in Q2 2026, an estimated $8.57K.
  • Southern Company made up 0.14% of Wayfinding Financial's portfolio in Q2 2026, its #107 holding.
  • Wayfinding Financial first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • Wayfinding Financial's Southern Company position peaked at $362K in Q1 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.