HF Advisory Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
HF Advisory Group's SO Position: Q3 2026 in Review
HF Advisory Group increased its Southern Company (SO) stake by 10% in Q3 2026, buying an estimated $416K and bringing the position to 49,363 shares worth $4.09M. The position accounts for 1.22% of the portfolio, ranked #22.
HF Advisory Group first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.29M in Q2 2026. 438 funds tracked by Wall St. Rank hold SO as of Q3 2026.
- HF Advisory Group held 49,363 shares of Southern Company worth $4.09M as of Q3 2026.
- HF Advisory Group bought 4,564 Southern Company shares in Q3 2026, an estimated $416K.
- Southern Company made up 1.22% of HF Advisory Group's portfolio in Q3 2026, its #22 holding.
- HF Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
- HF Advisory Group's Southern Company position peaked at $4.29M in Q2 2026.
- 438 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.
Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.