WA
SO icon

WPG Advisers’s Southern Company SO Stock Holding History

WPG Advisers’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 		$59.3K Buy
620
+80
+15% +$7.53K 0.03% 269
2026
Q1 		$52.1K Buy
540
+74
+16% +$6.84K 0.04% 276
2025
Q4 		$40.6K Sell
466
-60
-11% -$5.48K 0.03% 334
2025
Q3 		$49.8K Hold
526
– – 0.04% 293
2025
Q2 		$48.3K Sell
526
-188
-26% -$16.9K 0.04% 278
2025
Q1 		$65.7K Sell
714
-67
-9% -$5.8K 0.06% 217
2024
Q4 		$64.3K Buy
+781
New +$68.5K 0.06% 245

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

WPG Advisers's SO Position: Q2 2026 in Review

WPG Advisers increased its Southern Company (SO) stake by 15% in Q2 2026, buying an estimated $7.53K and bringing the position to 620 shares worth $59.3K. The position accounts for 0.03% of the portfolio, ranked #269.

WPG Advisers first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.7K in Q1 2025. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WPG Advisers held 620 shares of Southern Company worth $59.3K as of Q2 2026.
  • WPG Advisers bought 80 Southern Company shares in Q2 2026, an estimated $7.53K.
  • Southern Company made up 0.03% of WPG Advisers's portfolio in Q2 2026, its #269 holding.
  • WPG Advisers first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Southern Company position peaked at $65.7K in Q1 2025.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.