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Weaver Capital Management’s Southern Company SO Stock Holding History

Weaver Capital Management’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 		$1.91M Hold
19,749
– – 0.42% 68
2026
Q1 		$1.91M Sell
19,749
-368
-2% -$34K 0.41% 69
2025
Q4 		$1.75M Buy
20,117
+1,108
+6% +$101K 0.37% 69
2025
Q3 		$1.8M Sell
19,009
-1,076
-5% -$100K 0.39% 62
2025
Q2 		$1.84M Sell
20,085
-238
-1% -$21.4K 0.45% 54
2025
Q1 		$1.87M Buy
20,323
+438
+2% +$37.9K 0.49% 54
2024
Q4 		$1.64M Buy
19,885
+589
+3% +$51.7K 0.46% 59
2024
Q3 		$1.74M Buy
19,296
+582
+3% +$49.7K 0.52% 56
2024
Q2 		$1.45M Sell
18,714
-1,125
-6% -$85.3K 0.47% 65
2024
Q1 		$1.42M Buy
19,839
+3,047
+18% +$210K 0.49% 66
2023
Q4 		$1.18M Buy
+16,792
New +$1.15M 0.47% 68

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

Weaver Capital Management's SO Position: Q2 2026 in Review

Weaver Capital Management held its Southern Company (SO) position steady in Q2 2026 at 19,749 shares worth $1.91M. The position accounts for 0.42% of the portfolio, ranked #68.

Weaver Capital Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Weaver Capital Management held 19,749 shares of Southern Company worth $1.91M as of Q2 2026.
  • Weaver Capital Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.42% of Weaver Capital Management's portfolio in Q2 2026, its #68 holding.
  • Weaver Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Weaver Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.