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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Weaver Capital Management's SO Position: Q1 2026 in Review

Weaver Capital Management reduced its Southern Company (SO) stake by 1.8% in Q1 2026, selling an estimated $34K and leaving 19,749 shares worth $1.91M. The position accounts for 0.41% of the portfolio, ranked #69.

Weaver Capital Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Weaver Capital Management held 19,749 shares of Southern Company worth $1.91M as of Q1 2026.
Weaver Capital Management sold 368 Southern Company shares in Q1 2026, an estimated $34K.
Southern Company made up 0.41% of Weaver Capital Management's portfolio in Q1 2026, its #69 holding.
Weaver Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.