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
2017
Q3 		– Sell
-4,000
Closed -$192K – 1494
2017
Q2 		$192K Buy
4,000
+2,700
+208% +$135K ﹤0.01% 1354
2017
Q1 		$65K Buy
+1,300
New +$64.2K ﹤0.01% 1318
2016
Q4 		– Sell
-5,500
Closed -$282K – 1461
2016
Q3 		$282K Buy
+5,500
New +$290K ﹤0.01% 1040

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 2,347 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.
  • 2,347 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.