HIC
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Harvey Investment Company’s Southern Company SO Stock Holding History

Harvey Investment Company’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 		$280K Hold
2,926
– – 0.03% 94
2026
Q1 		$282K Hold
2,926
– – 0.03% 91
2025
Q4 		$255K Hold
2,926
– – 0.03% 97
2025
Q3 		$277K Hold
2,926
– – 0.03% 93
2025
Q2 		$269K Hold
2,926
– – 0.03% 93
2025
Q1 		$269K Hold
2,926
– – 0.03% 94
2024
Q4 		$241K Hold
2,926
– – 0.03% 98
2024
Q3 		$264K Hold
2,926
– – 0.03% 92
2024
Q2 		$227K Hold
2,926
– – 0.03% 92
2024
Q1 		$210K Hold
2,926
– – 0.02% 96
2023
Q4 		$205K Buy
+2,926
New +$201K 0.02% 92
2023
Q3 		– Sell
-2,926
Closed -$206K – 94
2023
Q2 		$206K Hold
2,926
– – 0.03% 88
2023
Q1 		$204K Hold
2,926
– – 0.03% 89
2022
Q4 		$209K Buy
+2,926
New +$196K 0.03% 90
2022
Q3 		– Sell
-2,926
Closed -$209K – 90
2022
Q2 		$209K Hold
2,926
– – 0.03% 89
2022
Q1 		$212K Sell
2,926
-1,425
-33% -$96.5K 0.03% 92
2021
Q4 		$298K Hold
4,351
– – 0.03% 87
2021
Q3 		$270K Hold
4,351
– – 0.04% 85
2021
Q2 		$263K Sell
4,351
-600
-12% -$38.4K 0.03% 86
2021
Q1 		$308K Hold
4,951
– – 0.04% 81
2020
Q4 		$304K Hold
4,951
– – 0.04% 78
2020
Q3 		$268K Buy
+4,951
New +$265K 0.04% 79

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harvey Investment Company's SO Position: Q2 2026 in Review

Harvey Investment Company held its Southern Company (SO) position steady in Q2 2026 at 2,926 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #94.

Harvey Investment Company first reported a position in SO in Q3 2020 and has held it in 22 quarters since. The position peaked at $308K in Q1 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Harvey Investment Company held 2,926 shares of Southern Company worth $280K as of Q2 2026.
  • Harvey Investment Company left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Harvey Investment Company's portfolio in Q2 2026, its #94 holding.
  • Harvey Investment Company first reported a position in Southern Company in Q3 2020 and has held it in 22 quarters since.
  • Harvey Investment Company's Southern Company position peaked at $308K in Q1 2021.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.