Horizon Financial Services’s Southern Company SO Stock Holding History

Horizon Financial Services’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	$114K	Hold	1,188	–	–	0.04%	97
2026 Q1	$115K	Hold	1,188	–	–	0.05%	79
2025 Q4	$104K	Hold	1,188	–	–	0.05%	75
2025 Q3	$113K	Buy	1,188 +1,063	+850%	+$99.2K	0.05%	71
2025 Q2	$11.5K	Sell	125 -65	-34%	-$5.84K	0.01%	127
2025 Q1	$17.5K	Hold	190	–	–	0.01%	104
2024 Q4	$15.6K	Hold	190	–	–	0.01%	107
2024 Q3	$17.1K	Hold	190	–	–	0.01%	114
2024 Q2	$14.7K	Hold	190	–	–	0.01%	116
2024 Q1	$13.6K	Buy	+190	New	+$13.1K	0.01%	122
2021 Q1	–	Sell	-953	Closed	-$59K	–	136
2020 Q4	$59K	Hold	953	–	–	0.05%	35
2020 Q3	$52K	Buy	+953	New	+$50.9K	0.05%	35

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

Horizon Financial Services's SO Position: Q2 2026 in Review

Horizon Financial Services held its Southern Company (SO) position steady in Q2 2026 at 1,188 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #97.

Horizon Financial Services first reported a position in SO in Q3 2020 and has held it in 12 quarters since. The position peaked at $115K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Horizon Financial Services held 1,188 shares of Southern Company worth $114K as of Q2 2026.
Horizon Financial Services left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Horizon Financial Services's portfolio in Q2 2026, its #97 holding.
Horizon Financial Services first reported a position in Southern Company in Q3 2020 and has held it in 12 quarters since.
Horizon Financial Services's Southern Company position peaked at $115K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.