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Harbour Investments’s Southern Company SO Stock Holding History

Harbour Investments’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 		$10M Buy
104,027
+22,478
+28% +$2.08M 0.16% 125
2025
Q4 		$7.11M Buy
81,549
+56,443
+225% +$5.15M 0.14% 134
2025
Q3 		$2.38M Sell
25,106
-418
-2% -$39K 0.05% 305
2025
Q2 		$2.34M Buy
25,524
+2,100
+9% +$189K 0.06% 290
2025
Q1 		$2.15M Sell
23,424
-9,028
-28% -$782K 0.06% 273
2024
Q4 		$2.67M Buy
32,452
+203
+0.6% +$17.8K 0.08% 223
2024
Q3 		$2.91M Buy
32,249
+170
+0.5% +$14.5K 0.09% 194
2024
Q2 		$2.49M Buy
32,079
+1,104
+4% +$83.7K 0.08% 213
2024
Q1 		$2.22M Buy
30,975
+2,665
+9% +$184K 0.08% 232
2023
Q4 		$1.99M Buy
28,310
+1,226
+5% +$84.2K 0.08% 228
2023
Q3 		$1.75M Buy
27,084
+493
+2% +$34.2K 0.09% 223
2023
Q2 		$1.87M Buy
26,591
+87
+0.3% +$6.24K 0.09% 214
2023
Q1 		$1.84M Buy
26,504
+1,420
+6% +$95.6K 0.1% 195
2022
Q4 		$1.79M Buy
25,084
+790
+3% +$52.8K 0.11% 187
2022
Q3 		$1.73M Hold
24,294
– – 0.12% 170
2022
Q2 		$1.73M Buy
+24,294
New +$1.78M 0.12% 170
2021
Q4 		$1.33M Sell
19,452
-36,015
-65% -$2.3M 0.08% 241
2021
Q3 		$3.44M Buy
55,467
+68
+0.1% +$4.38K 0.11% 177
2021
Q2 		$3.35M Sell
55,399
-460
-0.8% -$29.4K 0.11% 181
2021
Q1 		$3.47M Buy
+55,859
New +$3.34M 0.13% 152

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harbour Investments's SO Position: Q1 2026 in Review

Harbour Investments increased its Southern Company (SO) stake by 28% in Q1 2026, buying an estimated $2.08M and bringing the position to 104,027 shares worth $10M. The position accounts for 0.16% of the portfolio, ranked #125.

Harbour Investments first reported a position in SO in Q1 2021 and has held it in 20 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Harbour Investments held 104,027 shares of Southern Company worth $10M as of Q1 2026.
  • Harbour Investments bought 22,478 Southern Company shares in Q1 2026, an estimated $2.08M.
  • Southern Company made up 0.16% of Harbour Investments's portfolio in Q1 2026, its #125 holding.
  • Harbour Investments first reported a position in Southern Company in Q1 2021 and has held it in 20 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.