HFM
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Hartford Financial Management’s Southern Company SO Stock Holding History

Hartford Financial Management’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 		$479K Hold
5,000
– – 0.11% 113
2026
Q1 		$483K Hold
5,000
– – 0.12% 109
2025
Q4 		$436K Hold
5,000
– – 0.11% 108
2025
Q3 		$474K Sell
5,000
-600
-11% -$56K 0.13% 108
2025
Q2 		$514K Sell
5,600
-26,600
-83% -$2.39M 0.14% 105
2025
Q1 		$2.96M Hold
32,200
– – 0.61% 52
2024
Q4 		$2.65M Sell
32,200
-189
-0.6% -$16.6K 0.54% 54
2024
Q3 		$2.92M Sell
32,389
-58
-0.2% -$4.95K 0.6% 51
2024
Q2 		$2.52M Hold
32,447
– – 0.54% 57
2024
Q1 		$2.33M Hold
32,447
– – 0.49% 61
2023
Q4 		$2.28M Hold
32,447
– – 0.52% 62
2023
Q3 		$2.1M Hold
32,447
– – 0.54% 62
2023
Q2 		$2.28M Hold
32,447
– – 0.56% 57
2023
Q1 		$2.26M Sell
32,447
-266
-0.8% -$17.9K 0.58% 60
2022
Q4 		$2.34M Hold
32,713
– – 0.62% 57
2022
Q3 		$2.22M Sell
32,713
-36
-0.1% -$2.73K 0.65% 58
2022
Q2 		$2.33M Hold
32,749
– – 0.65% 55
2022
Q1 		$2.38M Hold
32,749
– – 0.57% 66
2021
Q4 		$2.25M Buy
32,749
+7,871
+32% +$502K 0.52% 68
2021
Q3 		$1.54M Buy
24,878
+129
+0.5% +$8.3K 0.39% 84
2021
Q2 		$1.5M Sell
24,749
-200
-0.8% -$12.8K 0.37% 88
2021
Q1 		$1.55M Sell
24,949
-234
-0.9% -$14K 0.38% 86
2020
Q4 		$1.55M Hold
25,183
– – 0.41% 84
2020
Q3 		$1.36M Hold
25,183
– – 0.4% 82
2020
Q2 		$1.31M Sell
25,183
-405
-2% -$22.5K 0.42% 83
2020
Q1 		$1.39M Buy
25,588
+17,600
+220% +$1.11M 0.55% 61
2019
Q4 		$509K Sell
7,988
-17
-0.2% -$1.05K 0.16% 117
2019
Q3 		$494K Sell
8,005
-2,000
-20% -$116K 0.16% 117
2019
Q2 		$553K Sell
10,005
-860
-8% -$46K 0.18% 114
2019
Q1 		$562K Buy
10,865
+1,975
+22% +$96.8K 0.19% 109
2018
Q4 		$390K Sell
8,890
-245
-3% -$11.1K 0.15% 122
2018
Q3 		$398K Sell
9,135
-1,429
-14% -$65.9K 0.13% 125
2018
Q2 		$489K Sell
10,564
-38
-0.4% -$1.7K 0.17% 118
2018
Q1 		$473K Buy
10,602
+244
+2% +$10.8K 0.24% 83
2017
Q4 		$498K Buy
10,358
+16
+0.2% +$815 0.24% 85
2017
Q3 		$508K Buy
10,342
+16
+0.2% +$776 0.26% 87
2017
Q2 		$494K Buy
10,326
+15
+0.1% +$752 0.22% 93
2017
Q1 		$513K Buy
10,311
+15
+0.1% +$741 0.31% 80
2016
Q4 		$506K Buy
10,296
+4,154
+68% +$204K 0.3% 78
2016
Q3 		$315K Buy
6,142
+14
+0.2% +$737 0.19% 94
2016
Q2 		$328K Buy
6,128
+165
+3% +$8.3K 0.2% 87
2016
Q1 		$308K Buy
5,963
+14
+0.2% +$682 0.19% 88
2015
Q4 		$278K Buy
5,949
+16
+0.3% +$725 0.17% 96
2015
Q3 		$265K Buy
5,933
+16
+0.3% +$702 0.18% 93
2015
Q2 		$247K Sell
5,917
-903
-13% -$39.3K 0.14% 101
2015
Q1 		$301K Buy
6,820
+515
+8% +$24.5K 0.19% 96
2014
Q4 		$309K Buy
6,305
+113
+2% +$5.34K 0.19% 92
2014
Q3 		$270K Buy
6,192
+231
+4% +$10.1K 0.16% 105
2014
Q2 		$270K Sell
5,961
-19
-0.3% -$840 0.16% 100
2014
Q1 		$262K Sell
5,980
-86
-1% -$3.6K 0.17% 99
2013
Q4 		$249K Buy
6,066
+514
+9% +$21.2K 0.16% 103
2013
Q3 		$228K Sell
5,552
-10,121
-65% -$436K 0.16% 105
2013
Q2 		$692K Buy
+15,673
New +$721K 0.48% 65

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hartford Financial Management's SO Position: Q2 2026 in Review

Hartford Financial Management held its Southern Company (SO) position steady in Q2 2026 at 5,000 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #113.

Hartford Financial Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.96M in Q1 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hartford Financial Management held 5,000 shares of Southern Company worth $479K as of Q2 2026.
  • Hartford Financial Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.11% of Hartford Financial Management's portfolio in Q2 2026, its #113 holding.
  • Hartford Financial Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Hartford Financial Management's Southern Company position peaked at $2.96M in Q1 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.