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 $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

William Blair & Company's SO Position: Q2 2026 in Review

William Blair & Company increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $332K and bringing the position to 134,778 shares worth $12.9M. The position accounts for 0.03% of the portfolio, ranked #329.

William Blair & Company first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • William Blair & Company held 134,778 shares of Southern Company worth $12.9M as of Q2 2026.
  • William Blair & Company bought 3,530 Southern Company shares in Q2 2026, an estimated $332K.
  • Southern Company made up 0.03% of William Blair & Company's portfolio in Q2 2026, its #329 holding.
  • William Blair & Company first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.