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Hamilton Point Investment Advisors’s Southern Company SO Stock Holding History

Hamilton Point Investment 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 		$276K Hold
2,879
– – 0.04% 126
2026
Q1 		$278K Hold
2,879
– – 0.04% 118
2025
Q4 		$251K Hold
2,879
– – 0.04% 120
2025
Q3 		$273K Buy
2,879
+1
+0% +$93 0.04% 116
2025
Q2 		$264K Hold
2,878
– – 0.04% 117
2025
Q1 		$265K Sell
2,878
-5
-0.2% -$433 0.05% 112
2024
Q4 		$237K Buy
+2,883
New +$253K 0.04% 114
2016
Q3 		– Sell
-38,401
Closed -$2.06M – 75
2016
Q2 		$2.06M Buy
38,401
+1,765
+5% +$88.8K 1.35% 34
2016
Q1 		$1.9M Buy
36,636
+200
+0.5% +$9.74K 1.27% 37
2015
Q4 		$1.71M Buy
36,436
+3,766
+12% +$171K 1.18% 40
2015
Q3 		$1.46M Buy
32,670
+1,815
+6% +$79.6K 1.14% 43
2015
Q2 		$1.29M Buy
30,855
+580
+2% +$25.3K 1.05% 43
2015
Q1 		$1.34M Sell
30,275
-65
-0.2% -$3.09K 1.1% 42
2014
Q4 		$1.49M Buy
30,340
+11,455
+61% +$541K 1.28% 37
2014
Q3 		$824K Buy
18,885
+400
+2% +$17.6K 0.77% 58
2014
Q2 		$839K Sell
18,485
-65
-0.4% -$2.87K 0.78% 59
2014
Q1 		$815K Buy
18,550
+905
+5% +$37.9K 0.76% 60
2013
Q4 		$725K Buy
+17,645
New +$728K 0.72% 59

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

Hamilton Point Investment Advisors's SO Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,879 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #126.

Hamilton Point Investment Advisors first reported a position in SO in Q4 2013 and has held it in 18 quarters since. The position peaked at $2.06M in Q2 2016. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hamilton Point Investment Advisors held 2,879 shares of Southern Company worth $276K as of Q2 2026.
  • Hamilton Point Investment Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Hamilton Point Investment Advisors first reported a position in Southern Company in Q4 2013 and has held it in 18 quarters since.
  • Hamilton Point Investment Advisors's Southern Company position peaked at $2.06M in Q2 2016.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.