Hazlett, Burt & Watson’s Southern Company SO Stock Holding History

Hazlett, Burt & Watson’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	$84K	Buy	868 +24	+3%	+$2.22K	0.03%	369
2025 Q4	$74K	Buy	844 +77	+10%	+$7.03K	0.02%	385
2025 Q3	$73K	Buy	767 +74	+11%	+$6.91K	0.03%	369
2025 Q2	$63K	Sell	693 -172	-20%	-$15.4K	0.03%	343
2025 Q1	$79K	Sell	865 -168	-16%	-$14.5K	0.04%	299
2024 Q4	$84K	Hold	1,033	–	–	0.04%	297
2024 Q3	$93K	Buy	1,033 +275	+36%	+$23.5K	0.04%	286
2024 Q2	$59K	Hold	758	–	–	0.03%	317
2024 Q1	$54K	Hold	758	–	–	0.03%	321
2023 Q4	$53K	Hold	758	–	–	0.04%	297
2023 Q3	$49K	Sell	758 -273	-26%	-$18.9K	0.04%	304
2023 Q2	$72K	Sell	1,031 -127	-11%	-$9.11K	0.05%	253
2023 Q1	$80K	Buy	1,158 +15	+1%	+$1.01K	0.07%	223
2022 Q4	$82K	Buy	1,143 +200	+21%	+$13.4K	0.07%	209
2022 Q3	$64K	Buy	943 +200	+27%	+$15.2K	0.06%	238
2022 Q2	$53K	Buy	743 +1	+0.1%	+$73	0.05%	263
2022 Q1	$54K	Buy	+742	New	+$50.3K	0.04%	273

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

Hazlett, Burt & Watson's SO Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Southern Company (SO) stake by 2.8% in Q1 2026, buying an estimated $2.22K and bringing the position to 868 shares worth $84K. The position accounts for 0.03% of the portfolio, ranked #369.

Hazlett, Burt & Watson first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $93K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Hazlett, Burt & Watson held 868 shares of Southern Company worth $84K as of Q1 2026.
Hazlett, Burt & Watson bought 24 Southern Company shares in Q1 2026, an estimated $2.22K.
Southern Company made up 0.03% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #369 holding.
Hazlett, Burt & Watson first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Southern Company position peaked at $93K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.