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HF Advisory Group’s Southern Company SO Stock Holding History

HF Advisory 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 		$4.29M Buy
44,799
+2,736
+7% +$258K 1.33% 18
2026
Q1 		$4.06M Buy
42,063
+6,512
+18% +$602K 1.38% 18
2025
Q4 		$3.1M Buy
35,551
+3,431
+11% +$313K 1.08% 26
2025
Q3 		$3.04M Buy
32,120
+2,647
+9% +$247K 1.12% 24
2025
Q2 		$2.71M Buy
29,473
+4,303
+17% +$386K 1.07% 27
2025
Q1 		$2.31M Buy
25,170
+2,995
+14% +$259K 1.01% 33
2024
Q4 		$1.83M Sell
22,175
-723
-3% -$63.4K 0.84% 42
2024
Q3 		$2.06M Buy
22,898
+408
+2% +$34.9K 0.96% 33
2024
Q2 		$1.74M Sell
22,490
-765
-3% -$58K 0.9% 37
2024
Q1 		$1.67M Buy
23,255
+926
+4% +$63.9K 0.93% 36
2023
Q4 		$1.57M Buy
22,329
+303
+1% +$20.8K 1% 32
2023
Q3 		$1.43M Buy
22,026
+1,730
+9% +$120K 1.06% 28
2023
Q2 		$1.43M Buy
20,296
+2,252
+12% +$162K 1.13% 23
2023
Q1 		$1.26M Buy
18,044
+3,716
+26% +$250K 1.11% 24
2022
Q4 		$1.02M Buy
+14,328
New +$958K 1.03% 28

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

HF Advisory Group's SO Position: Q2 2026 in Review

HF Advisory Group increased its Southern Company (SO) stake by 6.5% in Q2 2026, buying an estimated $258K and bringing the position to 44,799 shares worth $4.29M. The position accounts for 1.33% of the portfolio, ranked #18.

HF Advisory Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • HF Advisory Group held 44,799 shares of Southern Company worth $4.29M as of Q2 2026.
  • HF Advisory Group bought 2,736 Southern Company shares in Q2 2026, an estimated $258K.
  • Southern Company made up 1.33% of HF Advisory Group's portfolio in Q2 2026, its #18 holding.
  • HF Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.