Hanlon Investment Management’s Southern Company SO Stock Holding History

Hanlon Investment 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 Q1	$424K	Buy	4,398 +87	+2%	+$8.05K	0.23%	144
2025 Q4	$376K	Buy	4,311 +884	+26%	+$80.7K	0.21%	153
2025 Q3	$325K	Buy	3,427 +799	+30%	+$74.6K	0.2%	157
2025 Q2	$241K	Buy	2,628 +22	+0.8%	+$1.98K	0.17%	154
2025 Q1	$240K	Buy	+2,606	New	+$226K	0.18%	148
2024 Q4	–	Sell	-2,237	Closed	-$202K	–	191
2024 Q3	$202K	Buy	+2,237	New	+$191K	0.06%	167
2017 Q2	–	Sell	-52,859	Closed	-$2.63M	–	112
2017 Q1	$2.63M	Sell	52,859 -5,307	-9%	-$262K	0.33%	58
2016 Q4	$2.86M	Sell	58,166 -21,080	-27%	-$1.04M	0.34%	52
2016 Q3	$4.07M	Sell	79,246 -34,785	-31%	-$1.83M	0.38%	25
2016 Q2	$6.12M	Buy	114,031 +21,658	+23%	+$1.09M	0.53%	17
2016 Q1	$4.78M	Buy	92,373 +10,130	+12%	+$493K	0.43%	22
2015 Q4	$3.85M	Buy	+82,243	New	+$3.73M	0.37%	57

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hanlon Investment Management's SO Position: Q1 2026 in Review

Hanlon Investment Management increased its Southern Company (SO) stake by 2% in Q1 2026, buying an estimated $8.05K and bringing the position to 4,398 shares worth $424K. The position accounts for 0.23% of the portfolio, ranked #144.

Hanlon Investment Management first reported a position in SO in Q4 2015 and has held it in 12 quarters since. The position peaked at $6.12M in Q2 2016. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Hanlon Investment Management held 4,398 shares of Southern Company worth $424K as of Q1 2026.
Hanlon Investment Management bought 87 Southern Company shares in Q1 2026, an estimated $8.05K.
Southern Company made up 0.23% of Hanlon Investment Management's portfolio in Q1 2026, its #144 holding.
Hanlon Investment Management first reported a position in Southern Company in Q4 2015 and has held it in 12 quarters since.
Hanlon Investment Management's Southern Company position peaked at $6.12M in Q2 2016.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.