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Hantz Financial Services’s Southern Company SO Stock Holding History

Hantz Financial Services’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 		$6.81M Buy
71,147
+972
+1% +$91.5K 0.09% 140
2026
Q1 		$6.77M Sell
70,175
-3,258
-4% -$301K 0.1% 141
2025
Q4 		$6.4M Sell
73,433
-6,505
-8% -$594K 0.09% 160
2025
Q3 		$7.58M Sell
79,938
-7,980
-9% -$745K 0.11% 154
2025
Q2 		$8.07M Sell
87,918
-2,726
-3% -$245K 0.13% 153
2025
Q1 		$8.34M Sell
90,644
-2,513
-3% -$218K 0.15% 144
2024
Q4 		$7.67M Sell
93,157
-4,720
-5% -$414K 0.13% 162
2024
Q3 		$8.83M Sell
97,877
-3,119
-3% -$266K 0.16% 154
2024
Q2 		$7.83M Sell
100,996
-4,108
-4% -$311K 0.15% 163
2024
Q1 		$7.54M Sell
105,104
-4,048
-4% -$279K 0.15% 178
2023
Q4 		$7.65M Sell
109,152
-6,870
-6% -$472K 0.17% 173
2023
Q3 		$7.51M Buy
116,022
+1,143
+1% +$79.3K 0.19% 153
2023
Q2 		$8.07M Buy
114,879
+1,031
+0.9% +$73.9K 0.2% 157
2023
Q1 		$7.92M Buy
113,848
+2,074
+2% +$140K 0.22% 144
2022
Q4 		$7.98M Buy
111,774
+6,076
+6% +$406K 0.24% 131
2022
Q3 		$7.19M Buy
105,698
+2,446
+2% +$185K 0.25% 128
2022
Q2 		$7.36M Buy
103,252
+4,177
+4% +$307K 0.25% 123
2022
Q1 		$7.18M Buy
99,075
+7,323
+8% +$496K 0.21% 143
2021
Q4 		$6.29M Buy
91,752
+2,047
+2% +$131K 0.18% 155
2021
Q3 		$5.56M Buy
89,705
+11,229
+14% +$723K 0.18% 157
2021
Q2 		$4.75M Buy
78,476
+4,839
+7% +$309K 0.17% 158
2021
Q1 		$4.58M Buy
73,637
+3,476
+5% +$208K 0.19% 153
2020
Q4 		$4.31M Sell
70,161
-477
-0.7% -$28.7K 0.19% 155
2020
Q3 		$3.83M Sell
70,638
-935
-1% -$50K 0.2% 155
2020
Q2 		$3.71M Buy
71,573
+1,666
+2% +$92.6K 0.21% 150
2020
Q1 		$3.79M Buy
+69,907
New +$4.43M 0.26% 123

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

Hantz Financial Services's SO Position: Q2 2026 in Review

Hantz Financial Services increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $91.5K and bringing the position to 71,147 shares worth $6.81M. The position accounts for 0.09% of the portfolio, ranked #140.

Hantz Financial Services first reported a position in SO in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.83M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hantz Financial Services held 71,147 shares of Southern Company worth $6.81M as of Q2 2026.
  • Hantz Financial Services bought 972 Southern Company shares in Q2 2026, an estimated $91.5K.
  • Southern Company made up 0.09% of Hantz Financial Services's portfolio in Q2 2026, its #140 holding.
  • Hantz Financial Services first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's Southern Company position peaked at $8.83M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.