Howard Capital Management Group’s Southern Company SO Stock Holding History

Howard Capital Management Group’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	$911K	Sell	9,518 -180	-2%	-$16.9K	0.06%	62
2026 Q1	$936K	Hold	9,698	–	–	0.06%	61
2025 Q4	$846K	Hold	9,698	–	–	0.05%	68
2025 Q3	$919K	Buy	9,698 +1,000	+11%	+$93.4K	0.06%	64
2025 Q2	$799K	Hold	8,698	–	–	0.06%	66
2025 Q1	$800K	Hold	8,698	–	–	0.06%	61
2024 Q4	$716K	Hold	8,698	–	–	0.05%	68
2024 Q3	$784K	Hold	8,698	–	–	0.06%	65
2024 Q2	$675K	Hold	8,698	–	–	0.05%	71
2024 Q1	$624K	Hold	8,698	–	–	0.05%	72
2023 Q4	$610K	Hold	8,698	–	–	0.05%	66
2023 Q3	$563K	Buy	8,698 +1	+0%	+$69	0.05%	64
2023 Q2	$611K	Sell	8,697 -1	-0%	-$72	0.06%	64
2023 Q1	$605K	Hold	8,698	–	–	0.06%	62
2022 Q4	$621K	Hold	8,698	–	–	0.07%	58
2022 Q3	$591K	Hold	8,698	–	–	0.07%	57
2022 Q2	$620K	Hold	8,698	–	–	0.07%	57
2022 Q1	$631K	Hold	8,698	–	–	0.06%	63
2021 Q4	$596K	Hold	8,698	–	–	0.05%	65
2021 Q3	$539K	Hold	8,698	–	–	0.05%	68
2021 Q2	$526K	Hold	8,698	–	–	0.05%	67
2021 Q1	$541K	Buy	+8,698	New	+$521K	0.06%	62

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

Howard Capital Management Group's SO Position: Q2 2026 in Review

Howard Capital Management Group reduced its Southern Company (SO) stake by 1.9% in Q2 2026, selling an estimated $16.9K and leaving 9,518 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #62.

Howard Capital Management Group first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $936K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Howard Capital Management Group held 9,518 shares of Southern Company worth $911K as of Q2 2026.
Howard Capital Management Group sold 180 Southern Company shares in Q2 2026, an estimated $16.9K.
Southern Company made up 0.06% of Howard Capital Management Group's portfolio in Q2 2026, its #62 holding.
Howard Capital Management Group first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
Howard Capital Management Group's Southern Company position peaked at $936K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.