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Murphy Middleton Hinkle & Parker’s Southern Company SO Stock Holding History

Murphy Middleton Hinkle & Parker’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 		$3.03M Buy
31,624
+149
+0.5% +$14K 1.23% 20
2026
Q1 		$3.04M Sell
31,475
-1,241
-4% -$115K 1.41% 19
2025
Q4 		$815K Buy
32,716
+897
+3% +$81.9K 0.39% 71
2025
Q3 		$3.02M Sell
31,819
-231
-0.7% -$21.6K 1.47% 16
2025
Q2 		$2.95M Hold
32,050
– – 1.65% 17
2025
Q1 		$2.95M Buy
32,050
+8
+0% +$693 1.65% 17
2024
Q4 		$2.64M Sell
32,042
-2,277
-7% -$200K 1.49% 19
2024
Q3 		$3.09M Sell
34,319
-884
-3% -$75.5K 1.67% 18
2024
Q2 		$2.73M Buy
35,203
+10
+0% +$758 1.59% 19
2024
Q1 		$2.52M Sell
35,193
-1,128
-3% -$77.9K 1.47% 21
2023
Q4 		$2.55M Sell
36,321
-2,307
-6% -$158K 1.57% 18
2023
Q3 		$2.5M Buy
38,628
+611
+2% +$42.4K 1.61% 18
2023
Q2 		$2.67M Sell
38,017
-588
-2% -$42.2K 1.67% 18
2023
Q1 		$2.69M Hold
38,605
– – 1.67% 18
2022
Q4 		$2.76M Buy
38,605
+151
+0.4% +$10.1K 1.73% 17
2022
Q3 		$2.62M Sell
38,454
-704
-2% -$53.3K 1.82% 15
2022
Q2 		$2.79M Sell
39,158
-320
-0.8% -$23.5K 1.81% 15
2022
Q1 		$2.86M Sell
39,478
-287
-0.7% -$19.4K 1.54% 17
2021
Q4 		$2.73M Buy
39,765
+96
+0.2% +$6.12K 1.45% 19
2021
Q3 		$2.46M Sell
39,669
-1,117
-3% -$71.9K 1.42% 21
2021
Q2 		$2.47M Sell
40,786
-553
-1% -$35.4K 1.38% 21
2021
Q1 		$2.57M Sell
41,339
-683
-2% -$40.9K 1.5% 18
2020
Q4 		$2.58M Sell
42,022
-471
-1% -$28.3K 1.72% 16
2020
Q3 		$2.3M Sell
42,493
-1,045
-2% -$55.9K 1.68% 16
2020
Q2 		$2.26M Buy
43,538
+1,450
+3% +$80.6K 1.66% 17
2020
Q1 		$2.28M Sell
42,088
-777
-2% -$49.2K 2.01% 11
2019
Q4 		$2.73M Sell
42,865
-636
-1% -$39.4K 1.82% 13
2019
Q3 		$2.69M Buy
43,501
+20
+0% +$1.16K 1.9% 14
2019
Q2 		$2.4M Sell
43,481
-990
-2% -$53K 1.71% 14
2019
Q1 		$2.3M Sell
44,471
-276
-0.6% -$13.5K 1.58% 18
2018
Q4 		$1.97M Buy
44,747
+417
+0.9% +$19K 1.5% 21
2018
Q3 		$1.93M Sell
44,330
-789
-2% -$36.4K 1.37% 25
2018
Q2 		$2.09M Sell
45,119
-246
-0.5% -$11K 1.56% 18
2018
Q1 		$2.03M Buy
45,365
+34
+0.1% +$1.51K 1.57% 20
2017
Q4 		$2.18M Buy
+45,331
New +$2.31M 1.62% 19

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's SO Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker increased its Southern Company (SO) stake by 0.47% in Q2 2026, buying an estimated $14K and bringing the position to 31,624 shares worth $3.03M. The position accounts for 1.23% of the portfolio, ranked #20.

Murphy Middleton Hinkle & Parker first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.09M in Q3 2024. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 31,624 shares of Southern Company worth $3.03M as of Q2 2026.
  • Murphy Middleton Hinkle & Parker bought 149 Southern Company shares in Q2 2026, an estimated $14K.
  • Southern Company made up 1.23% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #20 holding.
  • Murphy Middleton Hinkle & Parker first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • Murphy Middleton Hinkle & Parker's Southern Company position peaked at $3.09M in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.