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Harbor Investment Advisory’s Southern Company SO Stock Holding History

Harbor Investment Advisory’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 		$222K Hold
2,323
– – 0.02% 402
2026
Q1 		$224K Buy
2,323
+1,300
+127% +$120K 0.02% 377
2025
Q4 		$89.2K Sell
1,023
-404
-28% -$36.9K 0.01% 540
2025
Q3 		$135K Sell
1,427
-265
-16% -$24.7K 0.01% 446
2025
Q2 		$155K Sell
1,692
-55
-3% -$4.94K 0.01% 414
2025
Q1 		$161K Sell
1,747
-80
-4% -$6.92K 0.02% 400
2024
Q4 		$150K Buy
1,827
+87
+5% +$7.63K 0.01% 389
2024
Q3 		$157K Sell
1,740
-205
-11% -$17.5K 0.02% 376
2024
Q2 		$151K Sell
1,945
-354
-15% -$26.8K 0.02% 376
2024
Q1 		$165K Sell
2,299
-129
-5% -$8.9K 0.02% 370
2023
Q4 		$170K Buy
2,428
+313
+15% +$21.5K 0.02% 347
2023
Q3 		$137K Sell
2,115
-101
-5% -$7.01K 0.02% 358
2023
Q2 		$156K Buy
2,216
+1
+0% +$72 0.02% 393
2023
Q1 		$154K Buy
2,215
+262
+13% +$17.6K 0.02% 401
2022
Q4 		$139K Buy
1,953
+400
+26% +$26.7K 0.02% 414
2022
Q3 		$106K Buy
1,553
+11
+0.7% +$833 0.02% 455
2022
Q2 		$110K Hold
1,542
– – 0.02% 478
2022
Q1 		$112K Buy
1,542
+47
+3% +$3.18K 0.01% 504
2021
Q4 		$103K Hold
1,495
– – 0.01% 526
2021
Q3 		$93K Hold
1,495
– – 0.01% 546
2021
Q2 		$90K Hold
1,495
– – 0.01% 537
2021
Q1 		$93K Buy
1,495
+400
+37% +$23.9K 0.01% 504
2020
Q4 		$67K Buy
1,095
+207
+23% +$12.4K 0.01% 553
2020
Q3 		$48K Hold
888
– – 0.01% 507
2020
Q2 		$46K Buy
888
+116
+15% +$6.45K 0.01% 462
2020
Q1 		$42K Sell
772
-313
-29% -$19.8K 0.01% 437
2019
Q4 		$69K Buy
+1,085
New +$67.2K 0.02% 369

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Investment Advisory's SO Position: Q2 2026 in Review

Harbor Investment Advisory held its Southern Company (SO) position steady in Q2 2026 at 2,323 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #402.

Harbor Investment Advisory first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $224K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Harbor Investment Advisory held 2,323 shares of Southern Company worth $222K as of Q2 2026.
  • Harbor Investment Advisory left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #402 holding.
  • Harbor Investment Advisory first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Southern Company position peaked at $224K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.