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William B. Walkup & Associates’s Southern Company SO Stock Holding History

William B. Walkup & Associates’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 		$226K Hold
2,358
– – 0.11% 84
2026
Q1 		$217K Hold
2,358
– – 0.13% 80
2025
Q4 		$206K Hold
2,358
– – 0.11% 83
2025
Q3 		$223K Hold
2,358
– – 0.12% 79
2025
Q2 		$217K Hold
2,358
– – 0.13% 80
2025
Q1 		$217K Hold
2,358
– – 0.13% 79
2024
Q4 		$194K Hold
2,358
– – 0.12% 81
2024
Q3 		$213K Hold
2,358
– – 0.13% 81
2024
Q2 		$183K Buy
+2,358
New +$179K 0.12% 81

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

William B. Walkup & Associates's SO Position: Q2 2026 in Review

William B. Walkup & Associates held its Southern Company (SO) position steady in Q2 2026 at 2,358 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #84.

William B. Walkup & Associates first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • William B. Walkup & Associates held 2,358 shares of Southern Company worth $226K as of Q2 2026.
  • William B. Walkup & Associates left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.11% of William B. Walkup & Associates's portfolio in Q2 2026, its #84 holding.
  • William B. Walkup & Associates first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.