Hardy Reed
SO icon

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
Q3 		$305K Buy
3,683
+38
+1% +$3.46K 0.02% 204
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hardy Reed's SO Position: Q3 2026 in Review

Hardy Reed increased its Southern Company (SO) stake by 1% in Q3 2026, buying an estimated $3.46K and bringing the position to 3,683 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #204.

Hardy Reed first reported a position in SO in Q3 2023 and has held it in 7 quarters since. The position peaked at $349K in Q2 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Hardy Reed held 3,683 shares of Southern Company worth $305K as of Q3 2026.
  • Hardy Reed bought 38 Southern Company shares in Q3 2026, an estimated $3.46K.
  • Southern Company made up 0.02% of Hardy Reed's portfolio in Q3 2026, its #204 holding.
  • Hardy Reed first reported a position in Southern Company in Q3 2023 and has held it in 7 quarters since.
  • Hardy Reed's Southern Company position peaked at $349K in Q2 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.