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Whalerock Point Partners’s Southern Company SO Stock Holding History

Whalerock Point Partners’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 		– Sell
-2,079
Closed -$201K – 210
2026
Q1 		$201K Buy
+2,079
New +$192K 0.04% 196

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

Whalerock Point Partners's SO Position: Q2 2026 in Review

Whalerock Point Partners sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,079 shares — an estimated $201K sold.

Whalerock Point Partners first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Whalerock Point Partners reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Whalerock Point Partners sold 2,079 Southern Company shares in Q2 2026, an estimated $201K.
  • Whalerock Point Partners first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Whalerock Point Partners's Southern Company position peaked at $201K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.