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White Pine Capital’s Southern Company SO Stock Holding History

White Pine Capital’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 		$344K Sell
3,599
-248
-6% -$23.3K 0.08% 203
2026
Q1 		$371K Buy
3,847
+150
+4% +$13.9K 0.1% 188
2025
Q4 		$322K Buy
3,697
+233
+7% +$21.3K 0.09% 193
2025
Q3 		$328K Buy
+3,464
New +$323K 0.09% 193

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

White Pine Capital's SO Position: Q2 2026 in Review

White Pine Capital reduced its Southern Company (SO) stake by 6.4% in Q2 2026, selling an estimated $23.3K and leaving 3,599 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #203.

White Pine Capital first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $371K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • White Pine Capital held 3,599 shares of Southern Company worth $344K as of Q2 2026.
  • White Pine Capital sold 248 Southern Company shares in Q2 2026, an estimated $23.3K.
  • Southern Company made up 0.08% of White Pine Capital's portfolio in Q2 2026, its #203 holding.
  • White Pine Capital first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • White Pine Capital's Southern Company position peaked at $371K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.