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Harel Insurance Investments & Financial Services’s Southern Company SO Stock Holding History

Harel Insurance Investments & Financial Services’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 		$250K Buy
2,615
+150
+6% +$14.1K ﹤0.01% 320
2026
Q1 		$238K Buy
2,465
+1,264
+105% +$117K ﹤0.01% 285
2025
Q4 		$105K Buy
1,201
+58
+5% +$5.29K ﹤0.01% 312
2025
Q3 		$108K Buy
+1,143
New +$107K ﹤0.01% 330
2022
Q4 		– Sell
-2,223
Closed -$154K – 737
2022
Q3 		$154K Buy
+2,223
New +$168K ﹤0.01% 325
2021
Q3 		– Sell
-2,348
Closed -$463K – 786
2021
Q2 		$463K Sell
2,348
-1,161
-33% -$74.2K 0.01% 474
2021
Q1 		$729K Buy
3,509
+120
+4% +$7.18K 0.01% 431
2020
Q4 		$635K Buy
3,389
+244
+8% +$14.7K 0.02% 327
2020
Q3 		$171K Buy
+3,145
New +$168K 0.01% 324
2020
Q2 		– Sell
-1,676
Closed -$91K – 579
2020
Q1 		$91K Buy
1,676
+585
+54% +$37.1K ﹤0.01% 221
2019
Q4 		$69K Sell
1,091
-6,009
-85% -$372K ﹤0.01% 332
2019
Q3 		$439K Buy
7,100
+6,680
+1,590% +$387K 0.03% 123
2019
Q2 		$23K Buy
420
+23
+6% +$1.23K ﹤0.01% 376
2019
Q1 		$21K Sell
397
-78
-16% -$3.82K ﹤0.01% 363
2018
Q4 		$21K Buy
475
+111
+30% +$5.05K ﹤0.01% 380
2018
Q3 		$16K Hold
364
– – ﹤0.01% 433
2018
Q2 		$17K Hold
364
– – ﹤0.01% 405
2018
Q1 		$16K Hold
364
– – ﹤0.01% 400
2017
Q4 		$18K Sell
364
-1,000
-73% -$51K ﹤0.01% 405
2017
Q3 		$67K Buy
1,364
+1,000
+275% +$48.5K 0.01% 267
2017
Q2 		$17K Hold
364
– – ﹤0.01% 361
2017
Q1 		$18K Hold
364
– – ﹤0.01% 329
2016
Q4 		$18K Hold
364
– – ﹤0.01% 261
2016
Q3 		$18K Hold
364
– – ﹤0.01% 320
2016
Q2 		$20K Hold
364
– – ﹤0.01% 458
2016
Q1 		$19K Buy
+364
New +$17.7K ﹤0.01% 286

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SO Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Southern Company (SO) stake by 6.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,615 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Harel Insurance Investments & Financial Services first reported a position in SO in Q1 2016 and has held it in 26 quarters since. The position peaked at $729K in Q1 2021. 1,889 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 2,615 shares of Southern Company worth $250K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #320 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Southern Company in Q1 2016 and has held it in 26 quarters since.
  • Harel Insurance Investments & Financial Services's Southern Company position peaked at $729K in Q1 2021.
  • 1,889 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.