HCM
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Hall Capital Management’s Southern Company SO Stock Holding History

Hall Capital Management’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 		$410K Sell
4,286
-125
-3% -$11.8K 0.13% 77
2026
Q1 		$427K Buy
4,411
+33
+0.8% +$3.05K 0.15% 75
2025
Q4 		$382K Sell
4,378
-8
-0.2% -$730 0.15% 72
2025
Q3 		$416K Sell
4,386
-141
-3% -$13.2K 0.16% 69
2025
Q2 		$416K Buy
4,527
+912
+25% +$81.9K 0.18% 66
2025
Q1 		$332K Buy
3,615
+118
+3% +$10.2K 0.15% 75
2024
Q4 		$288K Buy
+3,497
New +$307K 0.13% 87
2024
Q2 		$326K Sell
4,203
-45
-1% -$3.41K 0.16% 78
2024
Q1 		$305K Sell
4,248
-146
-3% -$10.1K 0.15% 84
2023
Q4 		$308K Sell
4,394
-1,105
-20% -$75.9K 0.18% 76
2023
Q3 		$356K Sell
5,499
-55
-1% -$3.82K 0.23% 68
2023
Q2 		$390K Buy
5,554
+145
+3% +$10.4K 0.22% 72
2023
Q1 		$376K Buy
5,409
+333
+7% +$22.4K 0.22% 73
2022
Q4 		$362K Buy
5,076
+150
+3% +$10K 0.22% 75
2022
Q3 		$335K Buy
+4,926
New +$373K 0.22% 75
2017
Q2 		– Sell
-34,862
Closed -$1.74M – 84
2017
Q1 		$1.74M Sell
34,862
-4,826
-12% -$238K 1.65% 26
2016
Q4 		$1.95M Buy
+39,688
New +$1.95M 1.9% 19
2015
Q3 		$1.55M Sell
34,720
-2,667
-7% -$117K 1.84% 21
2015
Q2 		$1.57M Sell
37,387
-5,613
-13% -$245K 1.78% 25
2015
Q1 		$1.9M Buy
43,000
+1,425
+3% +$67.7K 1.97% 17
2014
Q4 		$2.04M Buy
+41,575
New +$1.96M 2.1% 14

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

Hall Capital Management's SO Position: Q2 2026 in Review

Hall Capital Management reduced its Southern Company (SO) stake by 2.8% in Q2 2026, selling an estimated $11.8K and leaving 4,286 shares worth $410K. The position accounts for 0.13% of the portfolio, ranked #77.

Hall Capital Management first reported a position in SO in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.04M in Q4 2014. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hall Capital Management held 4,286 shares of Southern Company worth $410K as of Q2 2026.
  • Hall Capital Management sold 125 Southern Company shares in Q2 2026, an estimated $11.8K.
  • Southern Company made up 0.13% of Hall Capital Management's portfolio in Q2 2026, its #77 holding.
  • Hall Capital Management first reported a position in Southern Company in Q4 2014 and has held it in 21 quarters since.
  • Hall Capital Management's Southern Company position peaked at $2.04M in Q4 2014.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hall Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.