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HUB Investment Partners’s Southern Company SO Stock Holding History

HUB Investment Partners’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 		$1.43M Sell
14,906
-267
-2% -$25.1K 0.03% 360
2026
Q1 		$1.46M Buy
15,173
+2,489
+20% +$230K 0.04% 292
2025
Q4 		$1.11M Buy
12,684
+2,488
+24% +$227K 0.03% 289
2025
Q3 		$966K Sell
10,196
-1,322
-11% -$123K 0.03% 283
2025
Q2 		$1.06M Buy
11,518
+1,588
+16% +$143K 0.04% 258
2025
Q1 		$913K Sell
9,930
-1,043
-10% -$90.3K 0.04% 244
2024
Q4 		$903K Buy
10,973
+4,192
+62% +$368K 0.04% 222
2024
Q3 		$612K Buy
6,781
+850
+14% +$72.6K 0.03% 268
2024
Q2 		$460K Buy
5,931
+604
+11% +$45.8K 0.02% 297
2024
Q1 		$382K Buy
5,327
+13
+0.2% +$897 0.02% 323
2023
Q4 		$373K Buy
5,314
+763
+17% +$52.4K 0.03% 277
2023
Q3 		$295K Sell
4,551
-47
-1% -$3.26K 0.04% 196
2023
Q2 		$323K Buy
4,598
+85
+2% +$6.1K 0.05% 180
2023
Q1 		$314K Buy
+4,513
New +$304K 0.06% 166

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 $3.37T AUM 44.26% 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

HUB Investment Partners's SO Position: Q2 2026 in Review

HUB Investment Partners reduced its Southern Company (SO) stake by 1.8% in Q2 2026, selling an estimated $25.1K and leaving 14,906 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #360.

HUB Investment Partners first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • HUB Investment Partners held 14,906 shares of Southern Company worth $1.43M as of Q2 2026.
  • HUB Investment Partners sold 267 Southern Company shares in Q2 2026, an estimated $25.1K.
  • Southern Company made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #360 holding.
  • HUB Investment Partners first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • HUB Investment Partners's Southern Company position peaked at $1.46M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.