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 Q2	$220K	Hold	2,300	–	–	0.04%	130
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 $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

All Terrain Financial Advisors's SO Position: Q2 2026 in Review

All Terrain Financial Advisors reduced its Southern Company (SO) stake by 0.16% in Q2 2026, selling an estimated $5.55K and leaving 36,682 shares worth $3.51M. The position accounts for 0.57% of the portfolio, ranked #28.

All Terrain Financial Advisors first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.61M in Q1 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

All Terrain Financial Advisors held 36,682 shares of Southern Company worth $3.51M as of Q2 2026.
All Terrain Financial Advisors sold 59 Southern Company shares in Q2 2026, an estimated $5.55K.
Southern Company made up 0.57% of All Terrain Financial Advisors's portfolio in Q2 2026, its #28 holding.
All Terrain Financial Advisors first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
All Terrain Financial Advisors's Southern Company position peaked at $4.61M in Q1 2025.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.