MHIP
SO icon

Mountain Hill Investment Partners’s Southern Company SO Stock Holding History

Mountain Hill Investment Partners’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 		$1.04K Hold
11
– – ﹤0.01% 157
2026
Q1 		$1.04K Hold
11
– – ﹤0.01% 155
2025
Q4 		$929 Hold
11
– – ﹤0.01% 183
2025
Q3 		$1K Buy
11
+1
+10% +$93 ﹤0.01% 188
2025
Q2 		$962 Hold
10
– – ﹤0.01% 151
2025
Q1 		$956 Hold
10
– – ﹤0.01% 149
2024
Q4 		$849 Buy
+10
New +$877 ﹤0.01% 156

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

Mountain Hill Investment Partners's SO Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Southern Company (SO) position steady in Q2 2026 at 11 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Mountain Hill Investment Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mountain Hill Investment Partners held 11 shares of Southern Company worth $1.04K as of Q2 2026.
  • Mountain Hill Investment Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #157 holding.
  • Mountain Hill Investment Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.