Howard Financial Services’s Southern Company SO Stock Holding History

Howard 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 Q3	$233K	Sell	2,805 -287	-9%	-$26.2K	0.02%	212
2026 Q2	$296K	Buy	+3,092	New	+$291K	0.03%	179
2020 Q1	–	Sell	-4,682	Closed	-$298K	–	126
2019 Q4	$298K	Hold	4,682	–	–	0.18%	75
2019 Q3	$289K	Hold	4,682	–	–	0.19%	68
2019 Q2	$259K	Buy	4,682 +10	+0.2%	+$535	0.18%	73
2019 Q1	$241K	Sell	4,672 -72	-2%	-$3.53K	0.17%	77
2018 Q4	$208K	Buy	+4,744	New	+$216K	0.16%	80

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Financial Services's SO Position: Q3 2026 in Review

Howard Financial Services reduced its Southern Company (SO) stake by 9.3% in Q3 2026, selling an estimated $26.2K and leaving 2,805 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #212.

Howard Financial Services first reported a position in SO in Q4 2018 and has held it in 7 quarters since. The position peaked at $298K in Q4 2019. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Howard Financial Services held 2,805 shares of Southern Company worth $233K as of Q3 2026.
Howard Financial Services sold 287 Southern Company shares in Q3 2026, an estimated $26.2K.
Southern Company made up 0.02% of Howard Financial Services's portfolio in Q3 2026, its #212 holding.
Howard Financial Services first reported a position in Southern Company in Q4 2018 and has held it in 7 quarters since.
Howard Financial Services's Southern Company position peaked at $298K in Q4 2019.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.