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 Q2	$317K	Buy	+3,308	New	+$311K	0.03%	184
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

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Howard Financial Services's SO Position: Q2 2026 in Review

Howard Financial Services opened a new position in Southern Company (SO) in Q2 2026: 3,308 shares worth $317K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in SO as recently as Q4 2019.

Howard Financial Services first reported a position in SO in Q4 2018 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Howard Financial Services held 3,308 shares of Southern Company worth $317K as of Q2 2026.
Southern Company was a new Howard Financial Services position in Q2 2026.
Southern Company made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #184 holding.
Howard Financial Services first reported a position in Southern Company in Q4 2018 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.