Harvest Fund Management’s Southern Company SO Stock Holding History

Harvest Fund 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 Q1	$1K	Hold	6	–	–	﹤0.01%	522
2025 Q4	$1K	Sell	6 -1,595	-100%	-$146K	﹤0.01%	584
2025 Q3	$152K	Hold	1,601	–	–	0.01%	346
2025 Q2	$147K	Sell	1,601 -798	-33%	-$71.7K	0.01%	348
2025 Q1	$221K	Buy	2,399 +120	+5%	+$10.4K	0.01%	355
2024 Q4	$188K	Buy	2,279 +2,159	+1,799%	+$189K	0.01%	462
2024 Q3	$11K	Buy	+120	New	+$10.3K	﹤0.01%	513
2023 Q1	–	Sell	-62	Closed	-$4K	–	815
2022 Q4	$4K	Sell	62 -112	-64%	-$7.49K	﹤0.01%	703
2022 Q3	$12K	Buy	+174	New	+$13.2K	﹤0.01%	630
2020 Q3	–	Sell	-639	Closed	-$33K	–	599
2020 Q2	$33K	Sell	639 -491	-43%	-$27.3K	﹤0.01%	377
2020 Q1	$61K	Hold	1,130	–	–	0.01%	273
2019 Q4	$74K	Buy	+1,130	New	+$70K	0.01%	244

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harvest Fund Management's SO Position: Q1 2026 in Review

Harvest Fund Management held its Southern Company (SO) position steady in Q1 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Harvest Fund Management first reported a position in SO in Q4 2019 and has held it in 12 quarters since. The position peaked at $221K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Harvest Fund Management held 6 shares of Southern Company worth $1K as of Q1 2026.
Harvest Fund Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #522 holding.
Harvest Fund Management first reported a position in Southern Company in Q4 2019 and has held it in 12 quarters since.
Harvest Fund Management's Southern Company position peaked at $221K in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.