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Allen Mooney & Barnes Investment Advisors’s Southern Company SO Stock Holding History

Allen Mooney & Barnes Investment 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 		$1.88M Sell
19,624
-6,400
-25% -$603K 0.29% 58
2026
Q1 		$2.51M Buy
26,024
+284
+1% +$26.3K 0.36% 51
2025
Q4 		$2.24M Sell
25,740
-903
-3% -$82.4K 0.34% 50
2025
Q3 		$2.52M Buy
26,643
+1,006
+4% +$93.9K 0.39% 48
2025
Q2 		$2.35M Sell
25,637
-9
-0% -$808 0.39% 48
2025
Q1 		$2.36M Sell
25,646
-1,694
-6% -$147K 0.38% 52
2024
Q4 		$2.25M Buy
27,340
+287
+1% +$25.2K 0.38% 51
2024
Q3 		$2.44M Sell
27,053
-1,898
-7% -$162K 0.42% 52
2024
Q2 		$2.25M Sell
28,951
-4,496
-13% -$341K 0.4% 51
2024
Q1 		$2.33M Sell
33,447
-1,819
-5% -$126K 0.45% 52
2023
Q4 		$2.47M Buy
35,266
+1,431
+4% +$98.3K 0.47% 48
2023
Q3 		$2.19M Buy
33,835
+5,337
+19% +$370K 0.47% 48
2023
Q2 		$2M Buy
28,498
+6,167
+28% +$442K 0.44% 53
2023
Q1 		$1.55M Sell
22,331
-290
-1% -$19.5K 0.37% 55
2022
Q4 		$1.62M Sell
22,621
-240
-1% -$16K 0.39% 54
2022
Q3 		$1.55M Sell
22,861
-2,830
-11% -$214K 0.42% 53
2022
Q2 		$1.83M Sell
25,691
-135,675
-84% -$9.96M 0.47% 52
2022
Q1 		$11.7M Buy
+161,366
New +$10.9M 2.59% 6

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

Allen Mooney & Barnes Investment Advisors's SO Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Southern Company (SO) stake by 25% in Q2 2026, selling an estimated $603K and leaving 19,624 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #58.

Allen Mooney & Barnes Investment Advisors first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.7M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 19,624 shares of Southern Company worth $1.88M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 6,400 Southern Company shares in Q2 2026, an estimated $603K.
  • Southern Company made up 0.29% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Southern Company position peaked at $11.7M in Q1 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.