HWM
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HB Wealth Management’s Southern Company SO Stock Holding History

HB Wealth 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 		$20.1M Buy
210,104
+18,795
+10% +$1.77M 0.11% 103
2026
Q1 		$18.5M Sell
191,309
-1,124
-0.6% -$104K 0.12% 98
2025
Q4 		$16.8M Buy
192,433
+1,913
+1% +$175K 0.11% 101
2025
Q3 		$18.1M Buy
190,520
+27,914
+17% +$2.61M 0.12% 92
2025
Q2 		$14.9M Sell
162,606
-14,324
-8% -$1.29M 0.12% 95
2025
Q1 		$16.3M Buy
176,930
+2,064
+1% +$179K 0.14% 89
2024
Q4 		$14.4M Buy
174,866
+5,991
+4% +$526K 0.15% 71
2024
Q3 		$15.2M Buy
168,875
+2,339
+1% +$200K 0.16% 69
2024
Q2 		$12.9M Buy
166,536
+9,901
+6% +$750K 0.15% 72
2024
Q1 		$11.2M Buy
156,635
+445
+0.3% +$30.7K 0.14% 77
2023
Q4 		$11M Sell
156,190
-7,240
-4% -$497K 0.16% 72
2023
Q3 		$10.6M Sell
163,430
-16,812
-9% -$1.17M 0.17% 64
2023
Q2 		$12.7M Buy
180,242
+10,130
+6% +$726K 0.2% 57
2023
Q1 		$11.8M Buy
170,112
+3,787
+2% +$255K 0.21% 56
2022
Q4 		$11.9M Buy
166,325
+8,692
+6% +$581K 0.22% 57
2022
Q3 		$10.7M Sell
157,633
-899
-0.6% -$68.1K 0.23% 49
2022
Q2 		$11.3M Buy
158,532
+28,368
+22% +$2.08M 0.23% 42
2022
Q1 		$9.44M Buy
130,164
+31,320
+32% +$2.12M 0.18% 56
2021
Q4 		$6.78M Buy
+98,844
New +$6.3M 0.14% 65

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

HB Wealth Management's SO Position: Q2 2026 in Review

HB Wealth Management increased its Southern Company (SO) stake by 9.8% in Q2 2026, buying an estimated $1.77M and bringing the position to 210,104 shares worth $20.1M. The position accounts for 0.11% of the portfolio, ranked #103.

HB Wealth Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • HB Wealth Management held 210,104 shares of Southern Company worth $20.1M as of Q2 2026.
  • HB Wealth Management bought 18,795 Southern Company shares in Q2 2026, an estimated $1.77M.
  • Southern Company made up 0.11% of HB Wealth Management's portfolio in Q2 2026, its #103 holding.
  • HB Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.