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Woodline Partners’s Southern Company SO Stock Holding History

Woodline Partners’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 		$23.5M Buy
246,048
+30,377
+14% +$2.86M 0.07% 330
2026
Q1 		$20.8M Buy
215,671
+27,822
+15% +$2.57M 0.08% 332
2025
Q4 		$16.4M Buy
187,849
+42,465
+29% +$3.88M 0.06% 351
2025
Q3 		$13.8M Buy
145,384
+26,501
+22% +$2.47M 0.06% 360
2025
Q2 		$10.9M Buy
118,883
+26,314
+28% +$2.36M 0.06% 413
2025
Q1 		$8.51M Buy
92,569
+26,769
+41% +$2.32M 0.06% 393
2024
Q4 		$5.42M Buy
+65,800
New +$5.77M 0.04% 471

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

Woodline Partners's SO Position: Q2 2026 in Review

Woodline Partners increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $2.86M and bringing the position to 246,048 shares worth $23.5M. The position accounts for 0.07% of the portfolio, ranked #330.

Woodline Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Woodline Partners held 246,048 shares of Southern Company worth $23.5M as of Q2 2026.
  • Woodline Partners bought 30,377 Southern Company shares in Q2 2026, an estimated $2.86M.
  • Southern Company made up 0.07% of Woodline Partners's portfolio in Q2 2026, its #330 holding.
  • Woodline Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.