Altman Advisors’s Southern Company SO Stock Holding History

Altman 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	$211K	Buy	+2,200	New	+$207K	0.08%	93
2025 Q3	–	Sell	-2,200	Closed	-$203K	–	98
2025 Q2	$203K	Hold	2,200	–	–	0.08%	96
2025 Q1	$202K	Buy	+2,200	New	+$190K	0.09%	94
2022 Q4	–	Sell	-4,400	Closed	-$299K	–	91
2022 Q3	$299K	Hold	4,400	–	–	0.19%	90
2022 Q2	$334K	Hold	4,400	–	–	0.19%	84
2022 Q1	$319K	Hold	4,400	–	–	0.16%	78
2021 Q4	$298K	Hold	4,400	–	–	0.18%	72
2021 Q3	$274K	Hold	4,400	–	–	0.15%	74
2021 Q2	$285K	Hold	4,400	–	–	0.16%	75
2021 Q1	$274K	Hold	4,400	–	–	0.18%	79
2020 Q4	$270K	Hold	4,400	–	–	0.17%	78
2020 Q3	$239K	Hold	4,400	–	–	0.17%	79
2020 Q2	$228K	Hold	4,400	–	–	0.19%	68
2020 Q1	$238K	Hold	4,400	–	–	0.22%	76
2019 Q4	$280K	Hold	4,400	–	–	0.22%	62
2019 Q3	$272K	Hold	4,400	–	–	0.23%	62
2019 Q2	$243K	Hold	4,400	–	–	0.2%	64
2019 Q1	$227K	Buy	+4,400	New	+$216K	0.21%	64
2018 Q2	–	Sell	-4,473	Closed	-$200K	–	96
2018 Q1	$200K	Buy	4,473 +6	+0.1%	+$266	0.19%	67
2017 Q4	$215K	Buy	+4,467	New	+$228K	0.19%	74

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 $3.38T AUM 44.17% 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

Altman Advisors's SO Position: Q2 2026 in Review

Altman Advisors opened a new position in Southern Company (SO) in Q2 2026: 2,200 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings. This is a return to the name: Altman Advisors previously reported a position in SO as recently as Q2 2025.

Altman Advisors first reported a position in SO in Q4 2017 and has held it in 20 quarters since. The position peaked at $334K in Q2 2022. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Altman Advisors held 2,200 shares of Southern Company worth $211K as of Q2 2026.
Southern Company was a new Altman Advisors position in Q2 2026.
Southern Company made up 0.08% of Altman Advisors's portfolio in Q2 2026, its #93 holding.
Altman Advisors first reported a position in Southern Company in Q4 2017 and has held it in 20 quarters since.
Altman Advisors's Southern Company position peaked at $334K in Q2 2022.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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