Van Hulzen Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $595K | Buy |
6,221
+210
| +3% | +$19.8K | 0.04% | 238 |
|
|
2026
Q1 | $580K | Sell |
6,011
-600
| -9% | -$55.5K | 0.04% | 213 |
|
|
2025
Q4 | $576K | Sell |
6,611
-200
| -3% | -$18.3K | 0.04% | 210 |
|
|
2025
Q3 | $645K | Sell |
6,811
-38
| -0.6% | -$3.55K | 0.05% | 200 |
|
|
2025
Q2 | $629K | Buy |
6,849
+78
| +1% | +$7.01K | 0.05% | 196 |
|
|
2025
Q1 | $623K | Buy |
6,771
+1
| +0% | +$87 | 0.06% | 189 |
|
|
2024
Q4 | $557K | Hold |
6,770
| – | – | 0.04% | 214 |
|
|
2024
Q3 | $611K | Sell |
6,770
-94
| -1% | -$8.03K | 0.04% | 199 |
|
|
2024
Q2 | $532K | Hold |
6,864
| – | – | 0.04% | 202 |
|
|
2024
Q1 | $492K | Sell |
6,864
-296
| -4% | -$20.4K | 0.03% | 226 |
|
|
2023
Q4 | $502K | Buy |
7,160
+100
| +1% | +$6.87K | 0.04% | 222 |
|
|
2023
Q3 | $457K | Sell |
7,060
-243
| -3% | -$16.9K | 0.04% | 212 |
|
|
2023
Q2 | $513K | Buy |
7,303
+270
| +4% | +$19.4K | 0.04% | 183 |
|
|
2023
Q1 | $489K | Buy |
7,033
+375
| +6% | +$25.3K | 0.05% | 179 |
|
|
2022
Q4 | $475K | Buy |
6,658
+32
| +0.5% | +$2.14K | 0.05% | 181 |
|
|
2022
Q3 | $451K | Sell |
6,626
-44,189
| -87% | -$3.35M | 0.06% | 177 |
|
|
2022
Q2 | $3.62M | Buy |
50,815
+45,061
| +783% | +$3.31M | 0.43% | 62 |
|
|
2022
Q1 | $417K | Hold |
5,754
| – | – | 0.04% | 193 |
|
|
2021
Q4 | $395K | Buy |
5,754
+500
| +10% | +$31.9K | 0.04% | 205 |
|
|
2021
Q3 | $326K | Hold |
5,254
| – | – | 0.05% | 205 |
|
|
2021
Q2 | $318K | Sell |
5,254
-300
| -5% | -$19.2K | 0.05% | 205 |
|
|
2021
Q1 | $345K | Sell |
5,554
-480
| -8% | -$28.7K | 0.06% | 184 |
|
|
2020
Q4 | $371K | Hold |
6,034
| – | – | 0.06% | 181 |
|
|
2020
Q3 | $327K | Hold |
6,034
| – | – | 0.05% | 179 |
|
|
2020
Q2 | $313K | Sell |
6,034
-146
| -2% | -$8.12K | 0.05% | 186 |
|
|
2020
Q1 | $335K | Sell |
6,180
-2,115
| -25% | -$134K | 0.07% | 167 |
|
|
2019
Q4 | $528K | Sell |
8,295
-10,116
| -55% | -$627K | 0.1% | 138 |
|
|
2019
Q3 | $1.14M | Sell |
18,411
-125
| -0.7% | -$7.25K | 0.24% | 80 |
|
|
2019
Q2 | $1.02M | Buy |
18,536
+600
| +3% | +$32.1K | 0.22% | 79 |
|
|
2019
Q1 | $927K | Sell |
17,936
-99,460
| -85% | -$4.87M | 0.25% | 80 |
|
|
2018
Q4 | $5.16M | Buy |
117,396
+8,376
| +8% | +$381K | 1.49% | 22 |
|
|
2018
Q3 | $4.75M | Buy |
109,020
+7,083
| +7% | +$326K | 1.27% | 27 |
|
|
2018
Q2 | $4.72M | Buy |
101,937
+82
| +0.1% | +$3.67K | 1.4% | 25 |
|
|
2018
Q1 | $4.55M | Buy |
101,855
+23,171
| +29% | +$1.03M | 1.39% | 21 |
|
|
2017
Q4 | $3.78M | Sell |
78,684
-660
| -0.8% | -$33.6K | 1.15% | 25 |
|
|
2017
Q3 | $3.9M | Buy |
79,344
+2,089
| +3% | +$101K | 1.32% | 28 |
|
|
2017
Q2 | $3.7M | Buy |
77,255
+1,000
| +1% | +$50.1K | 1.47% | 28 |
|
|
2017
Q1 | $3.8M | Buy |
76,255
+2,315
| +3% | +$114K | 1.74% | 17 |
|
|
2016
Q4 | $3.64M | Buy |
73,940
+4,395
| +6% | +$216K | 1.69% | 13 |
|
|
2016
Q3 | $3.57M | Buy |
69,545
+6,505
| +10% | +$343K | 1.94% | 11 |
|
|
2016
Q2 | $3.38M | Sell |
63,040
-29,038
| -32% | -$1.46M | 1.92% | 12 |
|
|
2016
Q1 | $4.76M | Buy |
92,078
+1,914
| +2% | +$93.2K | 2.71% | 5 |
|
|
2015
Q4 | $4.22M | Buy |
90,164
+6,098
| +7% | +$276K | 2.63% | 6 |
|
|
2015
Q3 | $3.76M | Sell |
84,066
-415
| -0.5% | -$18.2K | 2.43% | 7 |
|
|
2015
Q2 | $3.54M | Buy |
84,481
+4,105
| +5% | +$179K | 1.91% | 12 |
|
|
2015
Q1 | $3.56M | Buy |
80,376
+11,327
| +16% | +$538K | 2.18% | 9 |
|
|
2014
Q4 | $3.39M | Buy |
69,049
+8,781
| +15% | +$415K | 2.35% | 12 |
|
|
2014
Q3 | $2.63M | Buy |
60,268
+5,274
| +10% | +$232K | 2.67% | 11 |
|
|
2014
Q2 | $2.5M | Buy |
54,994
+1,310
| +2% | +$57.9K | 2.14% | 16 |
|
|
2014
Q1 | $2.36M | Buy |
+53,684
| New | +$2.25M | 2.39% | 13 |
|
Other funds holding SO
Van Hulzen Asset Management's SO Position: Q2 2026 in Review
Van Hulzen Asset Management increased its Southern Company (SO) stake by 3.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,221 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #238.
Van Hulzen Asset Management first reported a position in SO in Q1 2014 and has held it in 50 quarters since. The position peaked at $5.16M in Q4 2018. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Van Hulzen Asset Management held 6,221 shares of Southern Company worth $595K as of Q2 2026.
- Van Hulzen Asset Management bought 210 Southern Company shares in Q2 2026, an estimated $19.8K.
- Southern Company made up 0.04% of Van Hulzen Asset Management's portfolio in Q2 2026, its #238 holding.
- Van Hulzen Asset Management first reported a position in Southern Company in Q1 2014 and has held it in 50 quarters since.
- Van Hulzen Asset Management's Southern Company position peaked at $5.16M in Q4 2018.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.