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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

May Hill Capital's SO Position: Q1 2026 in Review

May Hill Capital increased its Southern Company (SO) stake by 7.7% in Q1 2026, buying an estimated $23.8K and bringing the position to 3,590 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #158.

May Hill Capital first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

May Hill Capital held 3,590 shares of Southern Company worth $347K as of Q1 2026.
May Hill Capital bought 257 Southern Company shares in Q1 2026, an estimated $23.8K.
Southern Company made up 0.09% of May Hill Capital's portfolio in Q1 2026, its #158 holding.
May Hill Capital first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.