HHM Wealth Advisors’s Southern Company SO Stock Holding History

HHM Wealth 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	$1.92M	Sell	20,111 -424	-2%	-$39.9K	0.19%	49
2026 Q1	$1.98M	Sell	20,535 -885	-4%	-$81.9K	0.23%	41
2025 Q4	$1.87M	Sell	21,420 -29	-0.1%	-$2.65K	0.22%	45
2025 Q3	$2.03M	Sell	21,449 -492	-2%	-$45.9K	0.24%	39
2025 Q2	$2.01M	Sell	21,941 -510	-2%	-$45.8K	0.24%	39
2025 Q1	$2.06M	Buy	22,451 +141	+0.6%	+$12.2K	0.28%	35
2024 Q4	$1.84M	Buy	22,310 +249	+1%	+$21.8K	0.25%	41
2024 Q3	$1.99M	Sell	22,061 -2,339	-10%	-$200K	0.28%	34
2024 Q2	$1.89M	Buy	24,400 +7,067	+41%	+$536K	0.28%	32
2024 Q1	$1.24M	Buy	17,333 +136	+0.8%	+$9.39K	0.2%	47
2023 Q4	$1.21M	Buy	17,197 +200	+1%	+$13.7K	0.21%	42
2023 Q3	$1.1M	Sell	16,997 -1,063	-6%	-$73.8K	0.21%	36
2023 Q2	$1.27M	Hold	18,060	–	–	0.24%	34
2023 Q1	$1.26M	Buy	18,060 +401	+2%	+$27K	0.26%	32
2022 Q4	$1.26M	Buy	17,659 +1,732	+11%	+$116K	0.29%	32
2022 Q3	$1.08M	Sell	15,927 -415	-3%	-$31.4K	0.28%	28
2022 Q2	$1.17M	Sell	16,342 -155	-0.9%	-$11.4K	0.3%	30
2022 Q1	$1.2M	Sell	16,497 -300	-2%	-$20.3K	0.28%	34
2021 Q4	$1.15M	Sell	16,797 -101	-0.6%	-$6.44K	0.28%	32
2021 Q3	$1.05M	Hold	16,898	–	–	0.28%	33
2021 Q2	$1.02M	Hold	16,898	–	–	0.28%	33
2021 Q1	$1.05M	Hold	16,898	–	–	0.32%	27
2020 Q4	$1.04M	Hold	16,898	–	–	0.36%	25
2020 Q3	$916K	Sell	16,898 -111	-0.7%	-$5.93K	0.37%	26
2020 Q2	$882K	Sell	17,009 -605	-3%	-$33.6K	0.37%	25
2020 Q1	$954K	Sell	17,614 -1,651	-9%	-$105K	0.47%	22
2019 Q4	$1.23M	Buy	19,265 +3,290	+21%	+$204K	0.59%	21
2019 Q3	$987K	Sell	15,975 -1,090	-6%	-$63.2K	0.56%	21
2019 Q2	$943K	Sell	17,065 -413	-2%	-$22.1K	0.56%	21
2019 Q1	$903K	Sell	17,478 -2,129	-11%	-$104K	0.58%	19
2018 Q4	$861K	Buy	+19,607	New	+$891K	0.63%	19

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

HHM Wealth Advisors's SO Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Southern Company (SO) stake by 2.1% in Q2 2026, selling an estimated $39.9K and leaving 20,111 shares worth $1.92M. The position accounts for 0.19% of the portfolio, ranked #49.

HHM Wealth Advisors first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.06M in Q1 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

HHM Wealth Advisors held 20,111 shares of Southern Company worth $1.92M as of Q2 2026.
HHM Wealth Advisors sold 424 Southern Company shares in Q2 2026, an estimated $39.9K.
Southern Company made up 0.19% of HHM Wealth Advisors's portfolio in Q2 2026, its #49 holding.
HHM Wealth Advisors first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Southern Company position peaked at $2.06M in Q1 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.