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HM Payson & Co’s Southern Company SO Stock Holding History

HM Payson & Co’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 		$950K Hold
9,929
– – 0.01% 231
2026
Q1 		$958K Sell
9,929
-780
-7% -$72.2K 0.01% 231
2025
Q4 		$934K Sell
10,709
-1,268
-11% -$116K 0.01% 229
2025
Q3 		$1.14M Buy
11,977
+2,070
+21% +$193K 0.02% 208
2025
Q2 		$910K Buy
9,907
+229
+2% +$20.6K 0.01% 223
2025
Q1 		$890K Buy
9,678
+840
+10% +$72.7K 0.02% 224
2024
Q4 		$728K Sell
8,838
-347
-4% -$30.4K 0.01% 241
2024
Q3 		$828K Sell
9,185
-1,216
-12% -$104K 0.01% 234
2024
Q2 		$807K Buy
10,401
+568
+6% +$43K 0.01% 222
2024
Q1 		$705K Sell
9,833
-348
-3% -$24K 0.01% 242
2023
Q4 		$714K Sell
10,181
-1,227
-11% -$84.3K 0.01% 238
2023
Q3 		$738K Hold
11,408
– – 0.02% 226
2023
Q2 		$801K Sell
11,408
-268
-2% -$19.2K 0.02% 214
2023
Q1 		$812K Sell
11,676
-515
-4% -$34.7K 0.02% 210
2022
Q4 		$871K Sell
12,191
-399
-3% -$26.7K 0.02% 193
2022
Q3 		$856K Hold
12,590
– – 0.02% 188
2022
Q2 		$898K Sell
12,590
-140
-1% -$10.3K 0.02% 197
2022
Q1 		$923K Sell
12,730
-199
-2% -$13.5K 0.02% 213
2021
Q4 		$887K Sell
12,929
-300
-2% -$19.1K 0.02% 224
2021
Q3 		$820K Buy
13,229
+1
+0% +$64 0.02% 224
2021
Q2 		$800K Buy
13,228
+30
+0.2% +$1.92K 0.02% 224
2021
Q1 		$820K Sell
13,198
-135
-1% -$8.08K 0.02% 223
2020
Q4 		$819K Sell
13,333
-627
-4% -$37.7K 0.02% 227
2020
Q3 		$757K Sell
13,960
-398
-3% -$21.3K 0.02% 217
2020
Q2 		$744K Sell
14,358
-1,988
-12% -$111K 0.03% 209
2020
Q1 		$885K Sell
16,346
-1,298
-7% -$82.2K 0.03% 176
2019
Q4 		$1.12M Hold
17,644
– – 0.04% 191
2019
Q3 		$1.09M Buy
17,644
+267
+2% +$15.5K 0.04% 191
2019
Q2 		$961K Sell
17,377
-1,243
-7% -$66.5K 0.03% 205
2019
Q1 		$962K Buy
18,620
+17,546
+1,634% +$860K 0.04% 174
2018
Q4 		$47K Sell
1,074
-22,233
-95% -$1.01M 0.14% 86
2018
Q3 		$1.02M Sell
23,307
-2,015
-8% -$92.9K 0.05% 174
2018
Q2 		$1.17M Sell
25,322
-1,924
-7% -$86.1K 0.05% 166
2018
Q1 		$1.22M Sell
27,246
-8,438
-24% -$375K 0.05% 165
2017
Q4 		$1.72M Sell
35,684
-4,962
-12% -$253K 0.07% 157
2017
Q3 		$2M Sell
40,646
-3,831
-9% -$186K 0.09% 144
2017
Q2 		$2.13M Sell
44,477
-4,340
-9% -$218K 0.1% 137
2017
Q1 		$2.43M Sell
48,817
-5,531
-10% -$273K 0.11% 131
2016
Q4 		$2.67M Sell
54,348
-2,788
-5% -$137K 0.13% 122
2016
Q3 		$2.93M Sell
57,136
-5,983
-9% -$315K 0.14% 116
2016
Q2 		$3.39M Sell
63,119
-10,678
-14% -$537K 0.17% 102
2016
Q1 		$3.82M Sell
73,797
-18,263
-20% -$890K 0.2% 98
2015
Q4 		$4.31M Sell
92,060
-977
-1% -$44.3K 0.22% 96
2015
Q3 		$4.16M Sell
93,037
-7,949
-8% -$349K 0.23% 96
2015
Q2 		$4.23M Buy
100,986
+21,004
+26% +$915K 0.21% 98
2015
Q1 		$3.54M Sell
79,982
-37,953
-32% -$1.8M 0.18% 107
2014
Q4 		$5.79M Sell
117,935
-3,250
-3% -$153K 0.29% 83
2014
Q3 		$5.29M Buy
121,185
+37,430
+45% +$1.64M 0.27% 83
2014
Q2 		$3.8M Sell
83,755
-3,691
-4% -$163K 0.2% 99
2014
Q1 		$3.84M Buy
87,446
+10,920
+14% +$458K 0.2% 100
2013
Q4 		$3.15M Sell
76,526
-8,337
-10% -$344K 0.17% 111
2013
Q3 		$3.49M Buy
84,863
+22,010
+35% +$948K 0.2% 100
2013
Q2 		$2.77M Buy
+62,853
New +$2.89M 0.17% 109

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

HM Payson & Co's SO Position: Q2 2026 in Review

HM Payson & Co held its Southern Company (SO) position steady in Q2 2026 at 9,929 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #231.

HM Payson & Co first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.79M in Q4 2014. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • HM Payson & Co held 9,929 shares of Southern Company worth $950K as of Q2 2026.
  • HM Payson & Co left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #231 holding.
  • HM Payson & Co first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's Southern Company position peaked at $5.79M in Q4 2014.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.