Highland Investment Advisors LLC’s Southern Company SO Stock Holding History

Highland Investment Advisors LLC’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	$85.6K	Buy	+894	New	+$84.2K	0.04%	133

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Highland Investment Advisors LLC's SO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Southern Company (SO) in Q2 2026: 894 shares worth $85.6K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings.

2,038 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Highland Investment Advisors LLC held 894 shares of Southern Company worth $85.6K as of Q2 2026.
Southern Company was a new Highland Investment Advisors LLC position in Q2 2026.
Southern Company made up 0.04% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #133 holding.
2,038 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.