Huber Capital Management’s Southern Company SO Stock Holding History

Huber 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 Q1	$967K	Sell	10,018 -7,482	-43%	-$692K	0.15%	63
2025 Q4	$1.53M	Hold	17,500	–	–	0.22%	60
2025 Q3	$1.66M	Hold	17,500	–	–	0.26%	57
2025 Q2	$1.61M	Buy	17,500 +2,600	+17%	+$234K	0.27%	58
2025 Q1	$1.37M	Sell	14,900 -800	-5%	-$69.3K	0.26%	61
2024 Q4	$1.29M	Sell	15,700 -7,697	-33%	-$675K	0.26%	61
2024 Q3	$2.11M	Sell	23,397 -1,400	-6%	-$120K	0.42%	53
2024 Q2	$1.92M	Sell	24,797 -894	-3%	-$67.7K	0.44%	53
2024 Q1	$1.84M	Buy	25,691 +4,391	+21%	+$303K	0.41%	56
2023 Q4	$1.49M	Sell	21,300 -7,000	-25%	-$481K	0.38%	60
2023 Q3	$1.83M	Buy	+28,300	New	+$1.96M	0.43%	59

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Huber Capital Management's SO Position: Q1 2026 in Review

Huber Capital Management reduced its Southern Company (SO) stake by 43% in Q1 2026, selling an estimated $692K and leaving 10,018 shares worth $967K. The position accounts for 0.15% of the portfolio, ranked #63.

Huber Capital Management first reported a position in SO in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Huber Capital Management held 10,018 shares of Southern Company worth $967K as of Q1 2026.
Huber Capital Management sold 7,482 Southern Company shares in Q1 2026, an estimated $692K.
Southern Company made up 0.15% of Huber Capital Management's portfolio in Q1 2026, its #63 holding.
Huber Capital Management first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
Huber Capital Management's Southern Company position peaked at $2.11M in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Huber Capital Management's 13F filing for Q1 2026, filed 12 May 2026.