HBW Advisory Services’s Southern Company SO Stock Holding History

HBW Advisory 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
2026 Q2	$996K	Buy	10,408 +173	+2%	+$16.3K	0.09%	198
2026 Q1	$988K	Sell	10,235 -100	-1%	-$9.25K	0.1%	195
2025 Q4	$901K	Sell	10,335 -1,112	-10%	-$102K	0.1%	194
2025 Q3	$1.08M	Buy	11,447 +246	+2%	+$23K	0.12%	166
2025 Q2	$1.03M	Buy	11,201 +1,403	+14%	+$126K	0.13%	167
2025 Q1	$901K	Buy	9,798 +398	+4%	+$34.5K	0.13%	156
2024 Q4	$774K	Buy	9,400 +429	+5%	+$37.6K	0.08%	158
2024 Q3	$809K	Buy	8,971 +6,162	+219%	+$526K	0.12%	156
2024 Q2	$218K	Buy	+2,809	New	+$213K	0.04%	310

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HBW Advisory Services's SO Position: Q2 2026 in Review

HBW Advisory Services increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 10,408 shares worth $996K. The position accounts for 0.09% of the portfolio, ranked #198.

HBW Advisory Services first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

HBW Advisory Services held 10,408 shares of Southern Company worth $996K as of Q2 2026.
HBW Advisory Services bought 173 Southern Company shares in Q2 2026, an estimated $16.3K.
Southern Company made up 0.09% of HBW Advisory Services's portfolio in Q2 2026, its #198 holding.
HBW Advisory Services first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
HBW Advisory Services's Southern Company position peaked at $1.08M in Q3 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.