Howard Capital Management
SO icon

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
Q3 		$700K Sell
8,441
-90
-1% -$8.2K 0.01% 257
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Howard Capital Management's SO Position: Q3 2026 in Review

Howard Capital Management reduced its Southern Company (SO) stake by 1.1% in Q3 2026, selling an estimated $8.2K and leaving 8,441 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #257.

Howard Capital Management first reported a position in SO in Q2 2023 and has held it in 10 quarters since. The position peaked at $817K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Howard Capital Management held 8,441 shares of Southern Company worth $700K as of Q3 2026.
  • Howard Capital Management sold 90 Southern Company shares in Q3 2026, an estimated $8.2K.
  • Southern Company made up 0.01% of Howard Capital Management's portfolio in Q3 2026, its #257 holding.
  • Howard Capital Management first reported a position in Southern Company in Q2 2023 and has held it in 10 quarters since.
  • Howard Capital Management's Southern Company position peaked at $817K in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.