May Hill Capital
SO icon

May Hill Capital’s Southern Company SO Stock Holding History

May Hill Capital’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
Q3 		$367K Buy
4,429
+3
+0.1% +$273 0.07% 161
2026
Q2 		$424K Buy
4,426
+836
+23% +$78.7K 0.09% 145
2026
Q1 		$347K Buy
3,590
+257
+8% +$23.8K 0.09% 158
2025
Q4 		$291K Buy
3,333
+37
+1% +$3.38K 0.08% 155
2025
Q3 		$312K Buy
3,296
+41
+1% +$3.83K 0.09% 142
2025
Q2 		$299K Buy
3,255
+118
+4% +$10.6K 0.1% 145
2025
Q1 		$288K Sell
3,137
-330
-10% -$28.6K 0.11% 131
2024
Q4 		$285K Buy
+3,467
New +$304K 0.11% 122

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

May Hill Capital's SO Position: Q3 2026 in Review

May Hill Capital increased its Southern Company (SO) stake by 0.07% in Q3 2026, buying an estimated $273 and bringing the position to 4,429 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #161.

May Hill Capital first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $424K in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • May Hill Capital held 4,429 shares of Southern Company worth $367K as of Q3 2026.
  • May Hill Capital bought 3 Southern Company shares in Q3 2026, an estimated $273.
  • Southern Company made up 0.07% of May Hill Capital's portfolio in Q3 2026, its #161 holding.
  • May Hill Capital first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
  • May Hill Capital's Southern Company position peaked at $424K in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on May Hill Capital's 13F filing for Q3 2026, filed 3 Nov 2026.