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
Q3 		$343K Sell
4,140
-146
-3% -$13.3K 0.1% 85
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hall Capital Management's SO Position: Q3 2026 in Review

Hall Capital Management reduced its Southern Company (SO) stake by 3.4% in Q3 2026, selling an estimated $13.3K and leaving 4,140 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #85.

Hall Capital Management first reported a position in SO in Q4 2014 and has held it in 22 quarters since. The position peaked at $2.04M in Q4 2014. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Hall Capital Management held 4,140 shares of Southern Company worth $343K as of Q3 2026.
  • Hall Capital Management sold 146 Southern Company shares in Q3 2026, an estimated $13.3K.
  • Southern Company made up 0.1% of Hall Capital Management's portfolio in Q3 2026, its #85 holding.
  • Hall Capital Management first reported a position in Southern Company in Q4 2014 and has held it in 22 quarters since.
  • Hall Capital Management's Southern Company position peaked at $2.04M in Q4 2014.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Hall Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.