MHI
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Miller Howard Investments’s Southern Company SO Stock Holding History

Miller Howard Investments’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 		$3.57M Buy
36,976
+2,822
+8% +$261K 0.1% 99
2025
Q4 		$2.98M Buy
34,154
+2,497
+8% +$228K 0.09% 96
2025
Q3 		$3M Buy
31,657
+1,322
+4% +$123K 0.09% 93
2025
Q2 		$2.79M Buy
30,335
+1,604
+6% +$144K 0.09% 95
2025
Q1 		$2.64M Buy
28,731
+2,322
+9% +$201K 0.08% 93
2024
Q4 		$2.17M Buy
26,409
+310
+1% +$27.2K 0.07% 95
2024
Q3 		$2.35M Sell
26,099
-1,243
-5% -$106K 0.07% 107
2024
Q2 		$2.12M Sell
27,342
-161
-0.6% -$12.2K 0.07% 109
2024
Q1 		$1.97M Sell
27,503
-10,962
-28% -$757K 0.06% 118
2023
Q4 		$2.7M Sell
38,465
-5,439
-12% -$373K 0.09% 112
2023
Q3 		$2.84M Buy
43,904
+7,273
+20% +$505K 0.1% 109
2023
Q2 		$2.57M Buy
36,631
+8,559
+30% +$614K 0.09% 115
2023
Q1 		$1.95M Buy
28,072
+4,853
+21% +$327K 0.07% 128
2022
Q4 		$1.66M Buy
+23,219
New +$1.55M 0.06% 132

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Miller Howard Investments's SO Position: Q1 2026 in Review

Miller Howard Investments increased its Southern Company (SO) stake by 8.3% in Q1 2026, buying an estimated $261K and bringing the position to 36,976 shares worth $3.57M. The position accounts for 0.1% of the portfolio, ranked #99.

Miller Howard Investments first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Miller Howard Investments held 36,976 shares of Southern Company worth $3.57M as of Q1 2026.
  • Miller Howard Investments bought 2,822 Southern Company shares in Q1 2026, an estimated $261K.
  • Southern Company made up 0.1% of Miller Howard Investments's portfolio in Q1 2026, its #99 holding.
  • Miller Howard Investments first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.