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Howland Capital Management’s Southern Company SO Stock Holding History

Howland 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
Q2 		$277K Buy
+2,891
New +$272K 0.01% 255
2025
Q3 		– Sell
-2,222
Closed -$204K – 280
2025
Q2 		$204K Buy
+2,222
New +$200K 0.01% 269
2024
Q3 		– Sell
-2,579
Closed -$200K – 286
2024
Q2 		$200K Buy
+2,579
New +$195K 0.01% 270
2020
Q3 		– Sell
-3,975
Closed -$206K – 220
2020
Q2 		$206K Sell
3,975
-342
-8% -$19K 0.01% 202
2020
Q1 		$234K Sell
4,317
-26
-0.6% -$1.65K 0.02% 179
2019
Q4 		$277K Buy
4,343
+826
+23% +$51.2K 0.02% 188
2019
Q3 		$217K Buy
+3,517
New +$204K 0.02% 198
2016
Q2 		– Sell
-4,427
Closed -$229K – 206
2016
Q1 		$229K Hold
4,427
– – 0.02% 185
2015
Q4 		$207K Buy
+4,427
New +$201K 0.02% 195
2015
Q1 		– Sell
-4,427
Closed -$217K – 200
2014
Q4 		$217K Sell
4,427
-165
-4% -$7.79K 0.02% 189
2014
Q3 		$200K Sell
4,592
-6,700
-59% -$294K 0.02% 187
2014
Q2 		$512K Buy
11,292
+165
+1% +$7.3K 0.05% 134
2014
Q1 		$489K Hold
11,127
– – 0.06% 130
2013
Q4 		$457K Buy
11,127
+167
+2% +$6.89K 0.06% 135
2013
Q3 		$451K Hold
10,960
– – 0.06% 129
2013
Q2 		$484K Buy
+10,960
New +$504K 0.08% 105

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Howland Capital Management's SO Position: Q2 2026 in Review

Howland Capital Management opened a new position in Southern Company (SO) in Q2 2026: 2,891 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Howland Capital Management previously reported a position in SO as recently as Q2 2025.

Howland Capital Management first reported a position in SO in Q2 2013 and has held it in 16 quarters since. The position peaked at $512K in Q2 2014. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Howland Capital Management held 2,891 shares of Southern Company worth $277K as of Q2 2026.
  • Southern Company was a new Howland Capital Management position in Q2 2026.
  • Southern Company made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #255 holding.
  • Howland Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 16 quarters since.
  • Howland Capital Management's Southern Company position peaked at $512K in Q2 2014.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.