Hummer Financial Advisory Services’s Southern Company SO Stock Holding History

Hummer Financial Advisory 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	$435K	Hold	4,550	–	–	0.29%	77
2026 Q1	$439K	Hold	4,550	–	–	0.31%	70
2025 Q4	$397K	Hold	4,550	–	–	0.28%	77
2025 Q3	$431K	Hold	4,550	–	–	0.31%	69
2025 Q2	$418K	Hold	4,550	–	–	0.31%	68
2025 Q1	$418K	Buy	4,550 +200	+5%	+$17.3K	0.34%	61
2024 Q4	$358K	Sell	4,350 -200	-4%	-$17.5K	0.28%	69
2024 Q3	$410K	Hold	4,550	–	–	0.32%	65
2024 Q2	$353K	Sell	4,550 -300	-6%	-$22.7K	0.31%	67
2024 Q1	$348K	Buy	4,850 +300	+7%	+$20.7K	0.29%	72
2023 Q4	$319K	Hold	4,550	–	–	0.29%	73
2023 Q3	$294K	Hold	4,550	–	–	0.3%	70
2023 Q2	$320K	Hold	4,550	–	–	0.31%	69
2023 Q1	$317K	Buy	4,550 +150	+3%	+$10.1K	0.34%	71
2022 Q4	$314K	Hold	4,400	–	–	0.35%	72
2022 Q3	$299K	Sell	4,400 -150	-3%	-$11.4K	0.35%	69
2022 Q2	$324K	Hold	4,550	–	–	0.37%	68
2022 Q1	$330K	Hold	4,550	–	–	0.3%	71
2021 Q4	$312K	Hold	4,550	–	–	0.26%	75
2021 Q3	$282K	Hold	4,550	–	–	0.26%	85
2021 Q2	$275K	Hold	4,550	–	–	0.25%	85
2021 Q1	$283K	Sell	4,550 -300	-6%	-$18K	0.28%	82
2020 Q4	$298K	Hold	4,850	–	–	0.31%	75
2020 Q3	$263K	Hold	4,850	–	–	0.31%	75
2020 Q2	$251K	Buy	4,850 +300	+7%	+$16.7K	0.32%	67
2020 Q1	$246K	Buy	4,550 +550	+14%	+$34.8K	0.37%	67
2019 Q4	$255K	Buy	+4,000	New	+$248K	0.28%	88

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hummer Financial Advisory Services's SO Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Southern Company (SO) position steady in Q2 2026 at 4,550 shares worth $435K. The position accounts for 0.29% of the portfolio, ranked #77.

Hummer Financial Advisory Services first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $439K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Hummer Financial Advisory Services held 4,550 shares of Southern Company worth $435K as of Q2 2026.
Hummer Financial Advisory Services left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.29% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #77 holding.
Hummer Financial Advisory Services first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's Southern Company position peaked at $439K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.