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Pekin Hardy Strauss’s Southern Company SO Stock Holding History

Pekin Hardy Strauss’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 		$394K Buy
4,080
+300
+8% +$27.8K 0.04% 331
2025
Q4 		$330K Buy
+3,780
New +$345K 0.03% 345

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

Pekin Hardy Strauss's SO Position: Q1 2026 in Review

Pekin Hardy Strauss increased its Southern Company (SO) stake by 7.9% in Q1 2026, buying an estimated $27.8K and bringing the position to 4,080 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #331.

Pekin Hardy Strauss first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Pekin Hardy Strauss held 4,080 shares of Southern Company worth $394K as of Q1 2026.
  • Pekin Hardy Strauss bought 300 Southern Company shares in Q1 2026, an estimated $27.8K.
  • Southern Company made up 0.04% of Pekin Hardy Strauss's portfolio in Q1 2026, its #331 holding.
  • Pekin Hardy Strauss first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.