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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
Q2 		$324K Sell
3,380
-700
-17% -$65.9K 0.03% 382
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 $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

Pekin Hardy Strauss's SO Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Southern Company (SO) stake by 17% in Q2 2026, selling an estimated $65.9K and leaving 3,380 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #382.

Pekin Hardy Strauss first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q1 2026. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pekin Hardy Strauss held 3,380 shares of Southern Company worth $324K as of Q2 2026.
  • Pekin Hardy Strauss sold 700 Southern Company shares in Q2 2026, an estimated $65.9K.
  • Southern Company made up 0.03% of Pekin Hardy Strauss's portfolio in Q2 2026, its #382 holding.
  • Pekin Hardy Strauss first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Pekin Hardy Strauss's Southern Company position peaked at $394K in Q1 2026.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.