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Hartford Investment Management Co (HIMCO)’s Southern Company SO Stock Holding History

Hartford Investment Management Co (HIMCO)’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 		$5.96M Sell
62,297
-537
-0.9% -$50.6K 0.17% 102
2026
Q1 		$6.06M Sell
62,834
-750
-1% -$69.4K 0.19% 100
2025
Q4 		$5.54M Sell
63,584
-880
-1% -$80.3K 0.17% 108
2025
Q3 		$6.11M Sell
64,464
-1,888
-3% -$176K 0.18% 100
2025
Q2 		$6.09M Sell
66,352
-484
-0.7% -$43.5K 0.19% 100
2025
Q1 		$6.15M Sell
66,836
-931
-1% -$80.6K 0.21% 95
2024
Q4 		$5.58M Sell
67,767
-1,140
-2% -$100K 0.18% 101
2024
Q3 		$6.21M Sell
68,907
-1,232
-2% -$105K 0.2% 101
2024
Q2 		$5.44M Sell
70,139
-363
-0.5% -$27.5K 0.19% 106
2024
Q1 		$5.06M Sell
70,502
-2,996
-4% -$207K 0.18% 112
2023
Q4 		$5.15M Sell
73,498
-2,120
-3% -$146K 0.19% 107
2023
Q3 		$4.89M Sell
75,618
-1,820
-2% -$126K 0.2% 110
2023
Q2 		$5.44M Sell
77,438
-14,205
-16% -$1.02M 0.2% 107
2023
Q1 		$6.38M Buy
91,643
+12,890
+16% +$868K 0.22% 102
2022
Q4 		$5.62M Sell
78,753
-21,966
-22% -$1.47M 0.17% 119
2022
Q3 		$6.85M Sell
100,719
-6,655
-6% -$504K 0.22% 96
2022
Q2 		$7.66M Buy
107,374
+1,838
+2% +$135K 0.24% 90
2022
Q1 		$7.65M Sell
105,536
-7,352
-7% -$498K 0.2% 104
2021
Q4 		$7.74M Buy
112,888
+8,191
+8% +$522K 0.18% 120
2021
Q3 		$6.49M Sell
104,697
-12,264
-10% -$790K 0.18% 118
2021
Q2 		$7.08M Sell
116,961
-2,319
-2% -$148K 0.18% 119
2021
Q1 		$7.41M Sell
119,280
-4,093
-3% -$245K 0.19% 114
2020
Q4 		$7.58M Buy
123,373
+13,160
+12% +$791K 0.2% 110
2020
Q3 		$5.98M Sell
110,213
-4,268
-4% -$228K 0.2% 110
2020
Q2 		$5.94M Sell
114,481
-129
-0.1% -$7.17K 0.21% 109
2020
Q1 		$6.21M Sell
114,610
-118,361
-51% -$7.5M 0.21% 115
2019
Q4 		$14.8M Sell
232,971
-2,146
-0.9% -$133K 0.38% 60
2019
Q3 		$14.5M Sell
235,117
-7,980
-3% -$463K 0.41% 55
2019
Q2 		$13.4M Buy
243,097
+1,359
+0.6% +$72.8K 0.37% 61
2019
Q1 		$12.5M Buy
241,738
+94,431
+64% +$4.63M 0.36% 67
2018
Q4 		$6.47M Sell
147,307
-3,213
-2% -$146K 0.2% 106
2018
Q3 		$6.56M Sell
150,520
-16,239
-10% -$748K 0.2% 124
2018
Q2 		$7.72M Sell
166,759
-68,792
-29% -$3.08M 0.24% 97
2018
Q1 		$10.5M Sell
235,551
-18,172
-7% -$807K 0.21% 117
2017
Q4 		$12.2M Sell
253,723
-6,466
-2% -$329K 0.23% 103
2017
Q3 		$12.8M Sell
260,189
-767
-0.3% -$37.2K 0.24% 97
2017
Q2 		$12.5M Buy
260,956
+1,854
+0.7% +$93K 0.24% 98
2017
Q1 		$12.9M Sell
259,102
-28,572
-10% -$1.41M 0.24% 93
2016
Q4 		$14.2M Sell
287,674
-2,661
-0.9% -$131K 0.27% 87
2016
Q3 		$14.9M Buy
290,335
+23,796
+9% +$1.25M 0.3% 74
2016
Q2 		$14.3M Buy
266,539
+3,074
+1% +$155K 0.3% 77
2016
Q1 		$13.6M Sell
263,465
-3,866
-1% -$188K 0.29% 81
2015
Q4 		$12.5M Sell
267,331
-3,184
-1% -$144K 0.27% 87
2015
Q3 		$12.1M Buy
270,515
+896
+0.3% +$39.3K 0.27% 90
2015
Q2 		$11.3M Buy
269,619
+19,556
+8% +$852K 0.23% 109
2015
Q1 		$11.1M Sell
250,063
-1,956
-0.8% -$92.9K 0.22% 111
2014
Q4 		$12.4M Buy
252,019
+445
+0.2% +$21K 0.24% 98
2014
Q3 		$11M Sell
251,574
-8,647
-3% -$380K 0.23% 103
2014
Q2 		$11.8M Buy
260,221
+13,932
+6% +$616K 0.25% 97
2014
Q1 		$10.8M Sell
246,289
-8,522
-3% -$357K 0.23% 107
2013
Q4 		$10.5M Sell
254,811
-12,676
-5% -$523K 0.22% 114
2013
Q3 		$11M Sell
267,487
-3,568
-1% -$154K 0.24% 96
2013
Q2 		$12M Buy
+271,055
New +$12.5M 0.26% 85

Other funds holding SO

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Hartford Investment Management Co (HIMCO)'s SO Position: Q2 2026 in Review

Hartford Investment Management Co (HIMCO) reduced its Southern Company (SO) stake by 0.85% in Q2 2026, selling an estimated $50.6K and leaving 62,297 shares worth $5.96M. The position accounts for 0.17% of the portfolio, ranked #102.

Hartford Investment Management Co (HIMCO) first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.9M in Q3 2016. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hartford Investment Management Co (HIMCO) held 62,297 shares of Southern Company worth $5.96M as of Q2 2026.
  • Hartford Investment Management Co (HIMCO) sold 537 Southern Company shares in Q2 2026, an estimated $50.6K.
  • Southern Company made up 0.17% of Hartford Investment Management Co (HIMCO)'s portfolio in Q2 2026, its #102 holding.
  • Hartford Investment Management Co (HIMCO) first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Hartford Investment Management Co (HIMCO)'s Southern Company position peaked at $14.9M in Q3 2016.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q2 2026, filed 15 Jul 2026.