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Hardy Reed’s Southern Company SO Stock Holding History

Hardy Reed’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
2025
Q4 		– Sell
-2,556
Closed -$242K – 248
2025
Q3 		$242K Buy
2,556
+276
+12% +$25.8K 0.02% 216
2025
Q2 		$209K Buy
2,280
+68
+3% +$6.11K 0.02% 241
2025
Q1 		$203K Buy
+2,212
New +$191K 0.02% 230
2024
Q1 		– Sell
-4,815
Closed -$338K – 128
2023
Q4 		$338K Buy
4,815
+1,477
+44% +$101K 0.05% 84
2023
Q3 		$216K Buy
+3,338
New +$232K 0.04% 97

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hardy Reed's SO Position: Q4 2025 in Review

Hardy Reed sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,556 shares — an estimated $242K sold.

Hardy Reed first reported a position in SO in Q3 2023 and held it in 5 quarters. The position peaked at $338K in Q4 2023. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Hardy Reed reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Hardy Reed sold 2,556 Southern Company shares in Q4 2025, an estimated $242K.
  • Hardy Reed first reported a position in Southern Company in Q3 2023 and held it in 5 quarters.
  • Hardy Reed's Southern Company position peaked at $338K in Q4 2023.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Hardy Reed's 13F filing for Q4 2025, filed 6 Feb 2026.