SO — SOUTHERN CO

Ownership history in Murphy, Middleton, Hinkle & Parker, Inc.  ·  34 quarters on record

AI Ownership Summary

Murphy, Middleton, Hinkle & Parker, Inc. reported SOUTHERN CO (SO) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.67% in 2024 Q3. The latest visible filing shows SO at 1.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Murphy, Middleton, Hinkle & Parker, Inc.'s position in SOUTHERN CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SO was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SO stock page Murphy, Middleton, Hinkle & Parker, Inc. fund profile Murphy, Middleton, Hinkle & Parker, Inc. full holdings
How Murphy, Middleton, Hinkle & Parker, Inc. held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31,475 -1,241 -3.8% 1.41% $3.0M 2026-04-15 $94.64
2025 Q4 ADDED 32,716 +897 +2.8% 0.39% $815K 2026-01-09 $86.33
2025 Q3 REDUCED 31,819 -231 -0.7% 1.47% $3.0M 2025-11-04 $91.26
2025 Q2 UNCHANGED 32,050 — 0% 1.65% $2.9M 2025-07-09 $89.79
2025 Q1 ADDED 32,050 +8 +0.0% 1.65% $2.9M 2025-04-15 $88.13
2024 Q4 REDUCED 32,042 -2,277 -6.6% 1.49% $2.6M 2025-01-16 $80.54
2024 Q3 REDUCED 34,319 -884 -2.5% 1.67% $3.1M 2024-10-15 $86.38
2024 Q2 ADDED 35,203 +10 +0.0% 1.59% $2.7M 2024-07-16 $76.61
2024 Q1 REDUCED 35,193 -1,128 -3.1% 1.47% $2.5M 2024-04-11 $65.11
2023 Q4 REDUCED 36,321 -2,307 -6.0% 1.57% $2.5M 2024-01-24 $63.15
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SO

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.46% Longboard Asset Management, LP 4.29% Chronos Wealth Management, LLC 3Y 4.11% Aull & Monroe Investment Management Corp 3Y 7Y 3.5% High Point Wealth Management, LLC 3.44% Welch Group, LLC 3Y 7Y 2.84% Fairvoy Private Wealth, LLC 2.65% Kentucky Trust Co 2.47% Baugh & Associates, LLC 3Y 7Y 2.34% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.13%

FAQ About Murphy, Middleton, Hinkle & Parker, Inc. and SO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Murphy, Middleton, Hinkle & Parker, Inc. reported owning SO?

Murphy, Middleton, Hinkle & Parker, Inc. reported SO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SO position in Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio?

The largest reported portfolio weight for SO was 1.67% in 2024 Q3.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when Murphy, Middleton, Hinkle & Parker, Inc. reported 31,475 shares, equal to 1.41% of portfolio, with an estimated market value of $3.0M.

What does the chart on this SO ownership page compare?

The chart compares Murphy, Middleton, Hinkle & Parker, Inc.'s quarterly SO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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