Hardin Capital Partners’s Southern Company SO Stock Holding History

Hardin Capital Partners’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	$272K	Hold	2,824	–	–	0.13%	111
2026 Q1	$273K	Buy	+2,824	New	+$261K	0.13%	111
2025 Q4	–	Sell	-2,222	Closed	-$211K	–	134
2025 Q3	$211K	Sell	2,222 -49	-2%	-$4.57K	0.11%	111
2025 Q2	$210K	Hold	2,271	–	–	0.12%	105
2025 Q1	$209K	Buy	+2,271	New	+$197K	0.13%	112
2024 Q4	–	Sell	-2,445	Closed	-$218K	–	117
2024 Q3	$218K	Buy	+2,445	New	+$209K	0.12%	110

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hardin Capital Partners's SO Position: Q2 2026 in Review

Hardin Capital Partners held its Southern Company (SO) position steady in Q2 2026 at 2,824 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #111.

Hardin Capital Partners first reported a position in SO in Q3 2024 and has held it in 6 quarters since. The position peaked at $273K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Hardin Capital Partners held 2,824 shares of Southern Company worth $272K as of Q2 2026.
Hardin Capital Partners left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.13% of Hardin Capital Partners's portfolio in Q2 2026, its #111 holding.
Hardin Capital Partners first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
Hardin Capital Partners's Southern Company position peaked at $273K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.