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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
Q2 		$388K Sell
4,050
-348
-8% -$32.8K 0.21% 152
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
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

Hanlon Investment Management's SO Position: Q2 2026 in Review

Hanlon Investment Management reduced its Southern Company (SO) stake by 7.9% in Q2 2026, selling an estimated $32.8K and leaving 4,050 shares worth $388K. The position accounts for 0.21% of the portfolio, ranked #152.

Hanlon Investment Management first reported a position in SO in Q4 2015 and has held it in 13 quarters since. The position peaked at $6.12M in Q2 2016. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hanlon Investment Management held 4,050 shares of Southern Company worth $388K as of Q2 2026.
  • Hanlon Investment Management sold 348 Southern Company shares in Q2 2026, an estimated $32.8K.
  • Southern Company made up 0.21% of Hanlon Investment Management's portfolio in Q2 2026, its #152 holding.
  • Hanlon Investment Management first reported a position in Southern Company in Q4 2015 and has held it in 13 quarters since.
  • Hanlon Investment Management's Southern Company position peaked at $6.12M in Q2 2016.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.