HI
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Hoey Investments’s Southern Company SO Stock Holding History

Hoey Investments’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 		$479 Buy
+5
New +$471 ﹤0.01% 412

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hoey Investments's SO Position: Q2 2026 in Review

Hoey Investments opened a new position in Southern Company (SO) in Q2 2026: 5 shares worth $479. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hoey Investments held 5 shares of Southern Company worth $479 as of Q2 2026.
  • Southern Company was a new Hoey Investments position in Q2 2026.
  • Southern Company made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #412 holding.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.