HFS
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Hughes Financial Services’s Southern Company SO Stock Holding History

Hughes Financial Services’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 		$113K Buy
1,182
+38
+3% +$3.58K 0.02% 127
2026
Q1 		$110K Buy
1,144
+25
+2% +$2.31K 0.02% 121
2025
Q4 		$97.6K Sell
1,119
-22
-2% -$2.01K 0.02% 123
2025
Q3 		$104K Sell
1,141
-10
-0.9% -$934 0.02% 114
2025
Q2 		$109K Buy
1,151
+11
+1% +$988 0.02% 107
2025
Q1 		$105K Buy
+1,140
New +$98.7K 0.02% 105

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hughes Financial Services's SO Position: Q2 2026 in Review

Hughes Financial Services increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,182 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #127.

Hughes Financial Services first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hughes Financial Services held 1,182 shares of Southern Company worth $113K as of Q2 2026.
  • Hughes Financial Services bought 38 Southern Company shares in Q2 2026, an estimated $3.58K.
  • Southern Company made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #127 holding.
  • Hughes Financial Services first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.