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Harvest Investment Services’s Southern Company SO Stock Holding History

Harvest Investment 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
2025
Q4 		– Sell
-2,217
Closed -$210K – 379
2025
Q3 		$210K Buy
+2,217
New +$207K 0.04% 298
2020
Q1 		– Sell
-5,935
Closed -$378K – 156
2019
Q4 		$378K Sell
5,935
-548
-8% -$34K 0.2% 79
2019
Q3 		$401K Buy
6,483
+123
+2% +$7.13K 0.2% 84
2019
Q2 		$348K Sell
6,360
-422
-6% -$22.6K 0.2% 97
2019
Q1 		$348K Buy
6,782
+1,199
+21% +$58.8K 0.2% 92
2018
Q4 		$265K Buy
+5,583
New +$254K 0.24% 88

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvest Investment Services's SO Position: Q4 2025 in Review

Harvest Investment Services sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,217 shares — an estimated $210K sold.

Harvest Investment Services first reported a position in SO in Q4 2018 and held it in 6 quarters. The position peaked at $401K in Q3 2019. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Harvest Investment Services reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 2,217 Southern Company shares in Q4 2025, an estimated $210K.
  • Harvest Investment Services first reported a position in Southern Company in Q4 2018 and held it in 6 quarters.
  • Harvest Investment Services's Southern Company position peaked at $401K in Q3 2019.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.