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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
Q2 		$80K Sell
829
-39
-4% -$3.67K 0.02% 384
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
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

Hazlett, Burt & Watson's SO Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Southern Company (SO) stake by 4.5% in Q2 2026, selling an estimated $3.67K and leaving 829 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #384.

Hazlett, Burt & Watson first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $93K in Q3 2024. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hazlett, Burt & Watson held 829 shares of Southern Company worth $80K as of Q2 2026.
  • Hazlett, Burt & Watson sold 39 Southern Company shares in Q2 2026, an estimated $3.67K.
  • Southern Company made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #384 holding.
  • Hazlett, Burt & Watson first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Southern Company position peaked at $93K in Q3 2024.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.