HCM
SO icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return