HHMI
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Howard Hughes Medical Institute’s Southern Company SO Stock Holding History

Howard Hughes Medical Institute’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 		– Sell
-237
Closed -$20.7K – 409
2025
Q4 		$20.7K Buy
237
+1
+0.4% +$91 0.01% 109
2025
Q3 		$22.4K Hold
236
– – 0.01% 102
2025
Q2 		$21.7K Buy
+236
New +$21.2K 0.01% 101

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Howard Hughes Medical Institute's SO Position: Q1 2026 in Review

Howard Hughes Medical Institute sold out of Southern Company (SO) in Q1 2026, closing a stake of 237 shares — an estimated $20.7K sold.

Howard Hughes Medical Institute first reported a position in SO in Q2 2025 and held it in 3 quarters. The position peaked at $22.4K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Howard Hughes Medical Institute reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Howard Hughes Medical Institute sold 237 Southern Company shares in Q1 2026, an estimated $20.7K.
  • Howard Hughes Medical Institute first reported a position in Southern Company in Q2 2025 and held it in 3 quarters.
  • Howard Hughes Medical Institute's Southern Company position peaked at $22.4K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2026, filed 15 May 2026.