Schulhoff & Co’s Southern Company SO Stock Holding History

Schulhoff & Co’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	$562K	Hold	5,875	–	–	0.23%	84
2026 Q1	$567K	Hold	5,875	–	–	0.23%	80
2025 Q4	$512K	Hold	5,875	–	–	0.22%	85
2025 Q3	$557K	Hold	5,875	–	–	0.24%	82
2025 Q2	$540K	Hold	5,875	–	–	0.24%	79
2025 Q1	$540K	Sell	5,875 -125	-2%	-$10.8K	0.24%	75
2024 Q4	$494K	Hold	6,000	–	–	0.18%	78
2024 Q3	$541K	Hold	6,000	–	–	0.23%	79
2024 Q2	$465K	Hold	6,000	–	–	0.21%	80
2024 Q1	$430K	Hold	6,000	–	–	0.19%	80
2023 Q4	$421K	Hold	6,000	–	–	0.2%	80
2023 Q3	$388K	Hold	6,000	–	–	0.2%	79
2023 Q2	$422K	Hold	6,000	–	–	0.2%	78
2023 Q1	$417K	Hold	6,000	–	–	0.19%	78
2022 Q4	$428K	Hold	6,000	–	–	0.2%	77
2022 Q3	$408K	Hold	6,000	–	–	0.21%	78
2022 Q2	$427K	Hold	6,000	–	–	0.2%	78
2022 Q1	$435K	Hold	6,000	–	–	0.18%	76
2021 Q4	$411K	Hold	6,000	–	–	0.17%	80
2021 Q3	$371K	Hold	6,000	–	–	0.17%	83
2021 Q2	$363K	Hold	6,000	–	–	0.16%	87
2021 Q1	$372K	Hold	6,000	–	–	0.17%	83
2020 Q4	$368K	Hold	6,000	–	–	0.18%	79
2020 Q3	$325K	Hold	6,000	–	–	0.17%	77
2020 Q2	$311K	Hold	6,000	–	–	0.18%	79
2020 Q1	$324K	Hold	6,000	–	–	0.2%	75
2019 Q4	$382K	Hold	6,000	–	–	0.18%	79
2019 Q3	$370K	Buy	+6,000	New	+$348K	0.18%	80

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Schulhoff & Co's SO Position: Q2 2026 in Review

Schulhoff & Co held its Southern Company (SO) position steady in Q2 2026 at 5,875 shares worth $562K. The position accounts for 0.23% of the portfolio, ranked #84.

Schulhoff & Co first reported a position in SO in Q3 2019 and has held it in 28 quarters since. The position peaked at $567K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Schulhoff & Co held 5,875 shares of Southern Company worth $562K as of Q2 2026.
Schulhoff & Co left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.23% of Schulhoff & Co's portfolio in Q2 2026, its #84 holding.
Schulhoff & Co first reported a position in Southern Company in Q3 2019 and has held it in 28 quarters since.
Schulhoff & Co's Southern Company position peaked at $567K in Q1 2026.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Schulhoff & Co's 13F filing for Q2 2026, filed 13 Aug 2026.