HIG
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Heritage Investment Group’s Southern Company SO Stock Holding History

Heritage Investment Group’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 		$234K Hold
2,445
– – 0.03% 125
2026
Q1 		$236K Buy
2,445
+1
+0% +$93 0.04% 112
2025
Q4 		$213K Buy
+2,444
New +$223K 0.03% 122

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 $3.38T AUM 44.17% 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

Heritage Investment Group's SO Position: Q2 2026 in Review

Heritage Investment Group held its Southern Company (SO) position steady in Q2 2026 at 2,445 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #125.

Heritage Investment Group first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Heritage Investment Group held 2,445 shares of Southern Company worth $234K as of Q2 2026.
  • Heritage Investment Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #125 holding.
  • Heritage Investment Group first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Heritage Investment Group's Southern Company position peaked at $236K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.