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 Q2	–	Sell	-6	Closed	-$1K	–	547
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvest Fund Management's SO Position: Q2 2026 in Review

Harvest Fund Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 6 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in SO in Q4 2019 and held it in 12 quarters. The position peaked at $221K in Q1 2025. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Harvest Fund Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Harvest Fund Management sold 6 Southern Company shares in Q2 2026, an estimated $1K.
Harvest Fund Management first reported a position in Southern Company in Q4 2019 and held it in 12 quarters.
Harvest Fund Management's Southern Company position peaked at $221K in Q1 2025.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.