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AA Financial Advisors’s Southern Company SO Stock Holding History

AA Financial Advisors’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 		$313K Sell
3,271
-757
-19% -$71.3K 0.04% 187
2026
Q1 		$389K Buy
4,028
+211
+6% +$19.5K 0.05% 161
2025
Q4 		$333K Buy
3,817
+64
+2% +$5.84K 0.06% 160
2025
Q3 		$356K Sell
3,753
-19
-0.5% -$1.77K 0.07% 141
2025
Q2 		$346K Buy
3,772
+1,271
+51% +$114K 0.07% 137
2025
Q1 		$230K Hold
2,501
– – 0.06% 161
2024
Q4 		$206K Hold
2,501
– – 0.05% 163
2024
Q3 		$226K Buy
+2,501
New +$214K 0.07% 156

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AA Financial Advisors's SO Position: Q2 2026 in Review

AA Financial Advisors reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $71.3K and leaving 3,271 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #187.

AA Financial Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AA Financial Advisors held 3,271 shares of Southern Company worth $313K as of Q2 2026.
  • AA Financial Advisors sold 757 Southern Company shares in Q2 2026, an estimated $71.3K.
  • Southern Company made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #187 holding.
  • AA Financial Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • AA Financial Advisors's Southern Company position peaked at $389K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.