Westend Capital Management’s Southern Company SO Stock Holding History

Westend 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	$6.45K	Buy	+67	New	+$6.31K	﹤0.01%	166
2026 Q1	–	Sell	-156	Closed	-$13.6K	–	273
2025 Q4	$13.6K	Hold	156	–	–	﹤0.01%	138
2025 Q3	$14.8K	Hold	156	–	–	﹤0.01%	116
2025 Q2	$14.3K	Hold	156	–	–	﹤0.01%	110
2025 Q1	$14.3K	Hold	156	–	–	0.01%	103
2024 Q4	$12.8K	Hold	156	–	–	﹤0.01%	104
2024 Q3	$14.1K	Hold	156	–	–	﹤0.01%	112
2024 Q2	$12K	Hold	156	–	–	﹤0.01%	100
2024 Q1	$11.2K	Buy	+156	New	+$10.8K	﹤0.01%	117
2016 Q1	–	Sell	-6,090	Closed	-$285K	–	73
2015 Q4	$285K	Sell	6,090 -3,390	-36%	-$154K	0.39%	48
2015 Q3	$438K	Hold	9,480	–	–	0.56%	39
2015 Q2	$410K	Buy	9,480 +2,025	+27%	+$88.2K	0.48%	43
2015 Q1	$332K	Buy	7,455 +7,025	+1,634%	+$334K	0.39%	47
2014 Q4	$21K	Buy	+430	New	+$20.3K	0.02%	82
2013 Q2	$20K	Buy	+450	New	+$20.7K	0.02%	84

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Westend Capital Management opened a new position in Southern Company (SO) in Q2 2026: 67 shares worth $6.45K. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings. This is a return to the name: Westend Capital Management previously reported a position in SO as recently as Q4 2025.

Westend Capital Management first reported a position in SO in Q2 2013 and has held it in 15 quarters since. The position peaked at $438K in Q3 2015. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Westend Capital Management held 67 shares of Southern Company worth $6.45K as of Q2 2026.
Southern Company was a new Westend Capital Management position in Q2 2026.
Southern Company made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #166 holding.
Westend Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 15 quarters since.
Westend Capital Management's Southern Company position peaked at $438K in Q3 2015.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.