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American Financial Advisors’s Southern Company SO Stock Holding History

American 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 		$395K Buy
4,128
+22
+0.5% +$2.07K 0.05% 110
2026
Q1 		$396K Buy
4,106
+20
+0.5% +$1.85K 0.05% 101
2025
Q4 		$356K Buy
4,086
+23
+0.6% +$2.1K 0.05% 111
2025
Q3 		$385K Buy
4,063
+21
+0.5% +$1.96K 0.05% 108
2025
Q2 		$371K Buy
4,042
+21
+0.5% +$1.89K 0.05% 109
2025
Q1 		$370K Sell
4,021
-603
-13% -$52.2K 0.05% 96
2024
Q4 		$381K Buy
4,624
+42
+0.9% +$3.69K 0.05% 94
2024
Q3 		$413K Sell
4,582
-1,151
-20% -$98.3K 0.06% 92
2024
Q2 		$445K Sell
5,733
-284
-5% -$21.5K 0.06% 86
2024
Q1 		$432K Buy
6,017
+46
+0.8% +$3.17K 0.06% 89
2023
Q4 		$419K Buy
5,971
+375
+7% +$25.8K 0.06% 89
2023
Q3 		$362K Buy
5,596
+51
+0.9% +$3.54K 0.06% 94
2023
Q2 		$390K Buy
5,545
+48
+0.9% +$3.44K 0.06% 91
2023
Q1 		$382K Buy
5,497
+50
+0.9% +$3.37K 0.06% 93
2022
Q4 		$389K Buy
5,447
+824
+18% +$55.1K 0.07% 89
2022
Q3 		$314K Buy
4,623
+34
+0.7% +$2.58K 0.05% 93
2022
Q2 		$327K Buy
4,589
+35
+0.8% +$2.57K 0.09% 59
2022
Q1 		$330K Buy
4,554
+37
+0.8% +$2.51K 0.05% 100
2021
Q4 		$310K Buy
4,517
+38
+0.8% +$2.42K 0.04% 107
2021
Q3 		$278K Buy
4,479
+37
+0.8% +$2.38K 0.04% 112
2021
Q2 		$269K Buy
4,442
+38
+0.9% +$2.43K 0.04% 113
2021
Q1 		$274K Buy
4,404
+40
+0.9% +$2.4K 0.04% 104
2020
Q4 		$268K Buy
4,364
+38
+0.9% +$2.29K 0.04% 99
2020
Q3 		$235K Buy
4,326
+43
+1% +$2.3K 0.04% 94
2020
Q2 		$234K Buy
4,283
+34
+0.8% +$1.89K 0.04% 92
2020
Q1 		$248K Buy
4,249
+38
+0.9% +$2.41K 0.04% 84
2019
Q4 		$260K Buy
4,211
+35
+0.8% +$2.17K 0.05% 77
2019
Q3 		$258K Sell
4,176
-722
-15% -$41.8K 0.05% 81
2019
Q2 		$270K Sell
4,898
-2,529
-34% -$135K 0.05% 84
2019
Q1 		$383K Buy
7,427
+40
+0.5% +$1.96K 0.08% 71
2018
Q4 		$324K Buy
+7,387
New +$336K 0.07% 67

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

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

American Financial Advisors increased its Southern Company (SO) stake by 0.54% in Q2 2026, buying an estimated $2.07K and bringing the position to 4,128 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #110.

American Financial Advisors first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $445K in Q2 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • American Financial Advisors held 4,128 shares of Southern Company worth $395K as of Q2 2026.
  • American Financial Advisors bought 22 Southern Company shares in Q2 2026, an estimated $2.07K.
  • Southern Company made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • American Financial Advisors first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's Southern Company position peaked at $445K in Q2 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.