All Terrain Financial Advisors’s Southern Company SO Stock Holding History

All Terrain 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 Q1	$222K	Hold	2,300	–	–	0.05%	122
2025 Q4	$201K	Hold	2,300	–	–	0.05%	124
2025 Q3	$218K	Hold	2,300	–	–	0.05%	115
2025 Q2	$211K	Hold	2,300	–	–	0.06%	103
2025 Q1	$211K	Buy	+2,300	New	+$199K	0.07%	100
2020 Q1	–	Sell	-800	Closed	-$51K	–	223
2019 Q4	$51K	Hold	800	–	–	0.02%	198
2019 Q3	$49K	Hold	800	–	–	0.02%	199
2019 Q2	$44K	Buy	800 +600	+300%	+$32.1K	0.02%	193
2019 Q1	$10K	Buy	+200	New	+$9.8K	﹤0.01%	232
2018 Q1	–	Sell	-1,800	Closed	-$87K	–	277
2017 Q4	$87K	Buy	+1,800	New	+$91.7K	0.04%	211

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

All Terrain Financial Advisors's SO Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its Southern Company (SO) stake by 9.1% in Q1 2026, selling an estimated $342K and leaving 36,741 shares worth $3.55M. The position accounts for 0.83% of the portfolio, ranked #22.

All Terrain Financial Advisors first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.61M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

All Terrain Financial Advisors held 36,741 shares of Southern Company worth $3.55M as of Q1 2026.
All Terrain Financial Advisors sold 3,694 Southern Company shares in Q1 2026, an estimated $342K.
Southern Company made up 0.83% of All Terrain Financial Advisors's portfolio in Q1 2026, its #22 holding.
All Terrain Financial Advisors first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
All Terrain Financial Advisors's Southern Company position peaked at $4.61M in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.