HC Advisors’s Southern Company SO Stock Holding History

HC Advisors’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	$281K	Hold	2,938	–	–	0.17%	51
2026 Q1	$284K	Hold	2,938	–	–	0.19%	49
2025 Q4	$256K	Sell	2,938 -1,050	-26%	-$95.9K	0.18%	48
2025 Q3	$378K	Hold	3,988	–	–	0.27%	40
2025 Q2	$366K	Sell	3,988 -295	-7%	-$26.5K	0.26%	41
2025 Q1	$394K	Buy	4,283 +1,956	+84%	+$169K	0.29%	36
2024 Q4	$192K	Sell	2,327 -1,410	-38%	-$124K	0.15%	55
2024 Q3	$337K	Buy	+3,737	New	+$319K	0.28%	40
2024 Q2	–	Sell	-3,340	Closed	-$240K	–	73
2024 Q1	$240K	Buy	3,340 +170	+5%	+$11.7K	0.11%	81
2023 Q4	$222K	Hold	3,170	–	–	0.12%	83
2023 Q3	$205K	Buy	3,170 +95	+3%	+$6.59K	0.12%	77
2023 Q2	$216K	Hold	3,075	–	–	0.13%	76
2023 Q1	$214K	Buy	+3,075	New	+$207K	0.13%	74

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

HC Advisors's SO Position: Q2 2026 in Review

HC Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,938 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #51.

HC Advisors first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $394K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

HC Advisors held 2,938 shares of Southern Company worth $281K as of Q2 2026.
HC Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.17% of HC Advisors's portfolio in Q2 2026, its #51 holding.
HC Advisors first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
HC Advisors's Southern Company position peaked at $394K in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.