William Blair & Company
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William Blair & Company’s Southern Company SO Stock Holding History

William Blair & Company’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
Q1 		$12.7M Buy
131,248
+2,343
+2% +$217K 0.04% 308
2025
Q4 		$11.2M Buy
128,905
+4,452
+4% +$406K 0.03% 334
2025
Q3 		$11.8M Buy
124,453
+21,857
+21% +$2.04M 0.03% 324
2025
Q2 		$9.42M Buy
102,596
+795
+0.8% +$71.4K 0.03% 358
2025
Q1 		$9.36M Sell
101,801
-1,426
-1% -$123K 0.03% 343
2024
Q4 		$8.5M Sell
103,227
-1,055
-1% -$92.6K 0.02% 365
2024
Q3 		$9.4M Buy
104,282
+3,870
+4% +$331K 0.03% 353
2024
Q2 		$7.79M Buy
100,412
+8,514
+9% +$645K 0.02% 378
2024
Q1 		$6.59M Buy
91,898
+1,415
+2% +$97.7K 0.02% 408
2023
Q4 		$6.34M Buy
90,483
+898
+1% +$61.7K 0.02% 403
2023
Q3 		$5.8M Sell
89,585
-1,360
-1% -$94.4K 0.02% 404
2023
Q2 		$6.39M Buy
90,945
+758
+0.8% +$54.4K 0.02% 397
2023
Q1 		$6.28M Sell
90,187
-1,798
-2% -$121K 0.03% 393
2022
Q4 		$6.57M Sell
91,985
-3,835
-4% -$256K 0.03% 376
2022
Q3 		$6.52M Buy
95,820
+19
+0% +$1.44K 0.03% 364
2022
Q2 		$6.83M Buy
95,801
+1,219
+1% +$89.5K 0.03% 353
2022
Q1 		$6.86M Sell
94,582
-603
-0.6% -$40.8K 0.02% 395
2021
Q4 		$6.53M Buy
95,185
+3,564
+4% +$227K 0.02% 429
2021
Q3 		$5.68M Buy
91,621
+1,850
+2% +$119K 0.02% 430
2021
Q2 		$5.43M Buy
89,771
+108
+0.1% +$6.91K 0.02% 441
2021
Q1 		$5.57M Sell
89,663
-2,489
-3% -$149K 0.02% 433
2020
Q4 		$5.66M Buy
92,152
+8,307
+10% +$499K 0.02% 413
2020
Q3 		$4.55M Buy
83,845
+10,771
+15% +$576K 0.02% 420
2020
Q2 		$3.79M Buy
73,074
+125
+0.2% +$6.95K 0.02% 437
2020
Q1 		$3.95M Buy
72,949
+3,004
+4% +$190K 0.02% 381
2019
Q4 		$4.46M Buy
69,945
+11,973
+21% +$742K 0.02% 419
2019
Q3 		$3.58M Sell
57,972
-1,677
-3% -$97.2K 0.02% 451
2019
Q2 		$3.3M Sell
59,649
-2,135
-3% -$114K 0.02% 464
2019
Q1 		$3.19M Buy
61,784
+2,076
+3% +$102K 0.02% 446
2018
Q4 		$2.62M Buy
59,708
+1,306
+2% +$59.4K 0.02% 464
2018
Q3 		$2.55M Sell
58,402
-2,155
-4% -$99.3K 0.02% 498
2018
Q2 		$2.8M Buy
60,557
+633
+1% +$28.3K 0.02% 488
2018
Q1 		$2.68M Sell
59,924
-12,543
-17% -$557K 0.02% 490
2017
Q4 		$3.48M Buy
72,467
+7,623
+12% +$388K 0.02% 439
2017
Q3 		$3.19M Buy
64,844
+1,841
+3% +$89.2K 0.02% 442
2017
Q2 		$3.02M Buy
63,003
+8,327
+15% +$417K 0.02% 468
2017
Q1 		$2.77M Buy
54,676
+4,899
+10% +$242K 0.02% 463
2016
Q4 		$2.45M Buy
49,777
+1,289
+3% +$63.3K 0.02% 452
2016
Q3 		$2.49M Buy
48,488
+5,260
+12% +$277K 0.02% 446
2016
Q2 		$2.32M Buy
43,228
+2,945
+7% +$148K 0.02% 442
2016
Q1 		$2.08M Sell
40,283
-3,566
-8% -$174K 0.02% 445
2015
Q4 		$2.05M Sell
43,849
-53
-0.1% -$2.4K 0.02% 467
2015
Q3 		$1.96M Buy
43,902
+4,515
+11% +$198K 0.02% 535
2015
Q2 		$1.65M Buy
39,387
+4,286
+12% +$187K ﹤0.01% 1409
2015
Q1 		$1.55M Sell
35,101
-1,152
-3% -$54.7K ﹤0.01% 1408
2014
Q4 		$1.78M Buy
36,253
+398
+1% +$18.8K ﹤0.01% 1321
2014
Q3 		$1.56M Sell
35,855
-6,490
-15% -$285K ﹤0.01% 1340
2014
Q2 		$1.92M Sell
42,345
-4,599
-10% -$203K ﹤0.01% 1250
2014
Q1 		$2.06M Buy
46,944
+969
+2% +$40.6K ﹤0.01% 1191
2013
Q4 		$1.89M Sell
45,975
-8,561
-16% -$353K ﹤0.01% 1192
2013
Q3 		$2.25M Sell
54,536
-1,823
-3% -$78.5K ﹤0.01% 1097
2013
Q2 		$2.49M Buy
+56,359
New +$2.59M ﹤0.01% 1020

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

William Blair & Company's SO Position: Q1 2026 in Review

William Blair & Company increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $217K and bringing the position to 131,248 shares worth $12.7M. The position accounts for 0.04% of the portfolio, ranked #308.

William Blair & Company first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • William Blair & Company held 131,248 shares of Southern Company worth $12.7M as of Q1 2026.
  • William Blair & Company bought 2,343 Southern Company shares in Q1 2026, an estimated $217K.
  • Southern Company made up 0.04% of William Blair & Company's portfolio in Q1 2026, its #308 holding.
  • William Blair & Company first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.