Howard Capital Management’s Southern Company SO Stock Holding History

Howard Capital Management’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	$817K	Buy	8,531 +4,034	+90%	+$380K	0.01%	280
2026 Q1	$434K	Sell	4,497 -4,108	-48%	-$380K	0.01%	243
2025 Q4	$750K	Buy	8,605 +44	+0.5%	+$4.02K	0.01%	280
2025 Q3	$811K	Sell	8,561 -164	-2%	-$15.3K	0.01%	249
2025 Q2	$801K	Buy	8,725 +1,966	+29%	+$177K	0.01%	247
2025 Q1	$621K	Sell	6,759 -711	-10%	-$61.5K	0.02%	243
2024 Q4	$615K	Buy	7,470 +340	+5%	+$29.8K	0.01%	269
2024 Q3	$643K	Buy	+7,130	New	+$609K	0.01%	256
2023 Q3	–	Sell	-3,142	Closed	-$221K	–	62
2023 Q2	$221K	Buy	+3,142	New	+$225K	0.03%	54

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

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

Howard Capital Management increased its Southern Company (SO) stake by 90% in Q2 2026, buying an estimated $380K and bringing the position to 8,531 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #280.

Howard Capital Management first reported a position in SO in Q2 2023 and has held it in 9 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Howard Capital Management held 8,531 shares of Southern Company worth $817K as of Q2 2026.
Howard Capital Management bought 4,034 Southern Company shares in Q2 2026, an estimated $380K.
Southern Company made up 0.01% of Howard Capital Management's portfolio in Q2 2026, its #280 holding.
Howard Capital Management first reported a position in Southern Company in Q2 2023 and has held it in 9 quarters since.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.