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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
2026
Q2 		$349K Buy
+3,645
New +$343K 0.02% 184
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

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

Hardy Reed's SO Position: Q2 2026 in Review

Hardy Reed opened a new position in Southern Company (SO) in Q2 2026: 3,645 shares worth $349K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings. This is a return to the name: Hardy Reed previously reported a position in SO as recently as Q3 2025.

Hardy Reed first reported a position in SO in Q3 2023 and has held it in 6 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hardy Reed held 3,645 shares of Southern Company worth $349K as of Q2 2026.
  • Southern Company was a new Hardy Reed position in Q2 2026.
  • Southern Company made up 0.02% of Hardy Reed's portfolio in Q2 2026, its #184 holding.
  • Hardy Reed first reported a position in Southern Company in Q3 2023 and has held it in 6 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.