Hobart Private Capital’s Southern Company SO Stock Holding History

Hobart Private Capital’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	–	Sell	-2,206	Closed	-$213K	–	149
2026 Q1	$213K	Buy	+2,206	New	+$204K	0.04%	130
2021 Q3	–	Sell	-3,775	Closed	-$228K	–	125
2021 Q2	$228K	Sell	3,775 -348	-8%	-$22.3K	0.09%	121
2021 Q1	$256K	Sell	4,123 -2,428	-37%	-$145K	0.1%	117
2020 Q4	$402K	Sell	6,551 -1,442	-18%	-$86.7K	0.18%	103
2020 Q3	$433K	Sell	7,993 -7,116	-47%	-$380K	0.22%	102
2020 Q2	$783K	Buy	15,109 +1,708	+13%	+$94.9K	0.44%	53
2020 Q1	$726K	Sell	13,401 -3,337	-20%	-$211K	0.5%	54
2019 Q4	$1.07M	Sell	16,738 -3,158	-16%	-$196K	0.65%	39
2019 Q3	$1.23M	Sell	19,896 -5,233	-21%	-$303K	0.84%	33
2019 Q2	$1.39M	Sell	25,129 -2,323	-8%	-$124K	0.97%	29
2019 Q1	$1.42M	Sell	27,452 -2,338	-8%	-$115K	1.08%	30
2018 Q4	$1.31M	Buy	29,790 +4,671	+19%	+$212K	1.12%	32
2018 Q3	$1.1M	Buy	25,119 +5,029	+25%	+$232K	0.84%	39
2018 Q2	$930K	Sell	20,090 -1,526	-7%	-$68.3K	0.76%	47
2018 Q1	$965K	Buy	21,616 +8,978	+71%	+$399K	0.85%	43
2017 Q4	$608K	Buy	+12,638	New	+$644K	0.54%	61

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hobart Private Capital's SO Position: Q2 2026 in Review

Hobart Private Capital sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,206 shares — an estimated $213K sold.

Hobart Private Capital first reported a position in SO in Q4 2017 and held it in 16 quarters. The position peaked at $1.42M in Q1 2019. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Hobart Private Capital reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Hobart Private Capital sold 2,206 Southern Company shares in Q2 2026, an estimated $213K.
Hobart Private Capital first reported a position in Southern Company in Q4 2017 and held it in 16 quarters.
Hobart Private Capital's Southern Company position peaked at $1.42M in Q1 2019.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.