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Huntleigh Advisors’s Southern Company SO Stock Holding History

Huntleigh Advisors’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 		$424K Buy
4,434
+437
+11% +$41.1K 0.06% 208
2026
Q1 		$386K Sell
3,997
-498
-11% -$46.1K 0.07% 196
2025
Q4 		$392K Buy
4,495
+518
+13% +$47.3K 0.07% 188
2025
Q3 		$377K Buy
3,977
+7
+0.2% +$653 0.06% 199
2025
Q2 		$365K Buy
3,970
+8
+0.2% +$719 0.07% 188
2025
Q1 		$364K Sell
3,962
-27
-0.7% -$2.34K 0.06% 176
2024
Q4 		$328K Buy
+3,989
New +$350K 0.07% 178

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

Huntleigh Advisors's SO Position: Q2 2026 in Review

Huntleigh Advisors increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $41.1K and bringing the position to 4,434 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #208.

Huntleigh Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Huntleigh Advisors held 4,434 shares of Southern Company worth $424K as of Q2 2026.
  • Huntleigh Advisors bought 437 Southern Company shares in Q2 2026, an estimated $41.1K.
  • Southern Company made up 0.06% of Huntleigh Advisors's portfolio in Q2 2026, its #208 holding.
  • Huntleigh Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.