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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
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
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

Taylor Hoffman Capital Management's SO Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its Southern Company (SO) stake by 7% in Q1 2026, selling an estimated $15.4K and leaving 2,200 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #111.

Taylor Hoffman Capital Management first reported a position in SO in Q3 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Taylor Hoffman Capital Management held 2,200 shares of Southern Company worth $212K as of Q1 2026.
  • Taylor Hoffman Capital Management sold 166 Southern Company shares in Q1 2026, an estimated $15.4K.
  • Southern Company made up 0.07% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #111 holding.
  • Taylor Hoffman Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.