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Wellington-Altus USA’s Southern Company SO Stock Holding History

Wellington-Altus USA’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 		$19.1K Buy
198
+62
+46% +$5.84K 0.01% 508
2026
Q1 		$13K Sell
136
-62
-31% -$5.74K 0.01% 583
2025
Q4 		$17.3K Buy
+198
New +$18.1K 0.01% 515

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

Wellington-Altus USA's SO Position: Q2 2026 in Review

Wellington-Altus USA increased its Southern Company (SO) stake by 46% in Q2 2026, buying an estimated $5.84K and bringing the position to 198 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #508.

Wellington-Altus USA first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wellington-Altus USA held 198 shares of Southern Company worth $19.1K as of Q2 2026.
  • Wellington-Altus USA bought 62 Southern Company shares in Q2 2026, an estimated $5.84K.
  • Southern Company made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #508 holding.
  • Wellington-Altus USA first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.