Wulff, Hansen & Co’s Southern Company SO Stock Holding History

Wulff, Hansen & 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	$701K	Sell	7,323 -60	-0.8%	-$5.65K	0.54%	51
2026 Q1	$713K	Sell	7,383 -265	-3%	-$24.5K	0.73%	46
2025 Q4	$667K	Sell	7,648 -1,150	-13%	-$105K	0.56%	50
2025 Q3	$834K	Hold	8,798	–	–	0.72%	47
2025 Q2	$808K	Hold	8,798	–	–	0.69%	49
2025 Q1	$809K	Buy	8,798 +1,450	+20%	+$126K	0.74%	42
2024 Q4	$605K	Sell	7,348 -15	-0.2%	-$1.32K	0.57%	49
2024 Q3	$664K	Hold	7,363	–	–	0.6%	50
2024 Q2	$571K	Hold	7,363	–	–	0.56%	51
2024 Q1	$528K	Hold	7,363	–	–	0.53%	53
2023 Q4	$516K	Hold	7,363	–	–	0.57%	48
2023 Q3	$477K	Hold	7,363	–	–	0.56%	51
2023 Q2	$517K	Hold	7,363	–	–	0.58%	50
2023 Q1	$512K	Hold	7,363	–	–	0.58%	52
2022 Q4	$526K	Hold	7,363	–	–	0.64%	46
2022 Q3	$501K	Hold	7,363	–	–	0.63%	51
2022 Q2	$825K	Hold	7,363	–	–	0.93%	37
2022 Q1	$534K	Hold	7,363	–	–	0.51%	54
2021 Q4	$505K	Buy	+7,363	New	+$469K	0.44%	62

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

Wulff, Hansen & Co's SO Position: Q2 2026 in Review

Wulff, Hansen & Co reduced its Southern Company (SO) stake by 0.81% in Q2 2026, selling an estimated $5.65K and leaving 7,323 shares worth $701K. The position accounts for 0.54% of the portfolio, ranked #51.

Wulff, Hansen & Co first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $834K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wulff, Hansen & Co held 7,323 shares of Southern Company worth $701K as of Q2 2026.
Wulff, Hansen & Co sold 60 Southern Company shares in Q2 2026, an estimated $5.65K.
Southern Company made up 0.54% of Wulff, Hansen & Co's portfolio in Q2 2026, its #51 holding.
Wulff, Hansen & Co first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Wulff, Hansen & Co's Southern Company position peaked at $834K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.