Taylor Hoffman Capital Management’s Southern Company SO Stock Holding History

Taylor Hoffman Capital Management’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	$211K	Hold	2,200	–	–	0.05%	120
2026 Q1	$212K	Sell	2,200 -166	-7%	-$15.4K	0.07%	111
2025 Q4	$206K	Buy	2,366 +166	+8%	+$15.2K	0.06%	114
2025 Q3	$208K	Sell	2,200 -70	-3%	-$6.54K	0.07%	114
2025 Q2	$208K	Hold	2,270	–	–	0.07%	113
2025 Q1	$208K	Buy	+2,270	New	+$197K	0.08%	112
2024 Q4	–	Sell	-2,270	Closed	-$207K	–	116
2024 Q3	$207K	Buy	+2,270	New	+$194K	0.08%	112

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 $3.37T AUM 44.26% 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

Taylor Hoffman Capital Management's SO Position: Q2 2026 in Review

Taylor Hoffman Capital Management held its Southern Company (SO) position steady in Q2 2026 at 2,200 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #120.

Taylor Hoffman Capital Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $212K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Taylor Hoffman Capital Management held 2,200 shares of Southern Company worth $211K as of Q2 2026.
Taylor Hoffman Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.05% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #120 holding.
Taylor Hoffman Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Taylor Hoffman Capital Management's Southern Company position peaked at $212K in Q1 2026.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.