HIMS
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Hager Investment Management Services’s Southern Company SO Stock Holding History

Hager Investment Management Services’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 		$182K Hold
1,897
– – 0.08% 97
2026
Q1 		$183K Hold
1,897
– – 0.1% 89
2025
Q4 		$165K Sell
1,897
-192
-9% -$17.5K 0.09% 93
2025
Q3 		$198K Hold
2,089
– – 0.11% 93
2025
Q2 		$192K Hold
2,089
– – 0.11% 91
2025
Q1 		$192K Sell
2,089
-170
-8% -$14.7K 0.13% 88
2024
Q4 		$186K Buy
+2,259
New +$198K 0.12% 94

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hager Investment Management Services's SO Position: Q2 2026 in Review

Hager Investment Management Services held its Southern Company (SO) position steady in Q2 2026 at 1,897 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #97.

Hager Investment Management Services first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $198K in Q3 2025. 704 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hager Investment Management Services held 1,897 shares of Southern Company worth $182K as of Q2 2026.
  • Hager Investment Management Services left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.08% of Hager Investment Management Services's portfolio in Q2 2026, its #97 holding.
  • Hager Investment Management Services first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Southern Company position peaked at $198K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.