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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
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

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

May Hill Capital's SO Position: Q2 2026 in Review

May Hill Capital increased its Southern Company (SO) stake by 23% in Q2 2026, buying an estimated $78.7K and bringing the position to 4,426 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #145.

May Hill Capital first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • May Hill Capital held 4,426 shares of Southern Company worth $424K as of Q2 2026.
  • May Hill Capital bought 836 Southern Company shares in Q2 2026, an estimated $78.7K.
  • Southern Company made up 0.09% of May Hill Capital's portfolio in Q2 2026, its #145 holding.
  • May Hill Capital first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.