HHGA
SO icon

Halbert Hargrove Global Advisors’s Southern Company SO Stock Holding History

Halbert Hargrove Global Advisors’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 		$656 Buy
+7
New +$659 ﹤0.01% 494
2025
Q4 		– Sell
-11
Closed -$1.04K – 697
2025
Q3 		$1.04K Buy
+11
New +$1.03K ﹤0.01% 662
2025
Q2 		– Sell
-77
Closed -$7.05K – 602
2025
Q1 		$7.05K Buy
+77
New +$6.67K ﹤0.01% 279

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

Halbert Hargrove Global Advisors's SO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Southern Company (SO) in Q2 2026: 7 shares worth $656. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SO as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in SO in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.05K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7 shares of Southern Company worth $656 as of Q2 2026.
  • Southern Company was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Southern Company made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #494 holding.
  • Halbert Hargrove Global Advisors first reported a position in Southern Company in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Southern Company position peaked at $7.05K in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.