Weaver Capital Management
SO icon

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
Q3 		$1.52M Sell
18,358
-1,391
-7% -$127K 0.29% 82
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Weaver Capital Management's SO Position: Q3 2026 in Review

Weaver Capital Management reduced its Southern Company (SO) stake by 7% in Q3 2026, selling an estimated $127K and leaving 18,358 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #82.

Weaver Capital Management first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.91M in Q2 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Weaver Capital Management held 18,358 shares of Southern Company worth $1.52M as of Q3 2026.
  • Weaver Capital Management sold 1,391 Southern Company shares in Q3 2026, an estimated $127K.
  • Southern Company made up 0.29% of Weaver Capital Management's portfolio in Q3 2026, its #82 holding.
  • Weaver Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Weaver Capital Management's Southern Company position peaked at $1.91M in Q2 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Weaver Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.