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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Howard Capital Management's SO Position: Q1 2026 in Review

Howard Capital Management reduced its Southern Company (SO) stake by 48% in Q1 2026, selling an estimated $380K and leaving 4,497 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #243.

Howard Capital Management first reported a position in SO in Q2 2023 and has held it in 8 quarters since. The position peaked at $811K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Howard Capital Management held 4,497 shares of Southern Company worth $434K as of Q1 2026.
Howard Capital Management sold 4,108 Southern Company shares in Q1 2026, an estimated $380K.
Southern Company made up 0.01% of Howard Capital Management's portfolio in Q1 2026, its #243 holding.
Howard Capital Management first reported a position in Southern Company in Q2 2023 and has held it in 8 quarters since.
Howard Capital Management's Southern Company position peaked at $811K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.