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American Trust Investment Advisors’s Southern Company SO Stock Holding History

American Trust 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 		$4.92M Buy
51,434
+318
+0.6% +$29.9K 2.43% 18
2026
Q1 		$4.93M Buy
51,116
+86
+0.2% +$7.96K 2.73% 11
2025
Q4 		$4.45M Buy
51,030
+331
+0.7% +$30.2K 2.38% 18
2025
Q3 		$4.8M Sell
50,699
-2,525
-5% -$236K 2.48% 14
2025
Q2 		$4.89M Sell
53,224
-7,720
-13% -$693K 2.47% 15
2025
Q1 		$5.6M Sell
60,944
-355
-0.6% -$30.7K 2.34% 12
2024
Q4 		$5.05M Buy
61,299
+1,787
+3% +$157K 2.07% 18
2024
Q3 		$5.37M Sell
59,512
-1,270
-2% -$108K 2.2% 16
2024
Q2 		$4.71M Buy
60,782
+4,637
+8% +$351K 2.29% 15
2024
Q1 		$4.03M Buy
56,145
+3,163
+6% +$218K 1.92% 24
2023
Q4 		$3.72M Buy
52,982
+837
+2% +$57.5K 1.93% 25
2023
Q3 		$3.37M Buy
+52,145
New +$3.62M 1.86% 20
2022
Q2 		– Sell
-3,056
Closed -$222K – 87
2022
Q1 		$222K Buy
3,056
+120
+4% +$8.13K 0.11% 84
2021
Q4 		$201K Buy
+2,936
New +$187K 0.1% 87

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 Trust Investment Advisors's SO Position: Q2 2026 in Review

American Trust Investment Advisors increased its Southern Company (SO) stake by 0.62% in Q2 2026, buying an estimated $29.9K and bringing the position to 51,434 shares worth $4.92M. The position accounts for 2.43% of the portfolio, ranked #18.

American Trust Investment Advisors first reported a position in SO in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.6M in Q1 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • American Trust Investment Advisors held 51,434 shares of Southern Company worth $4.92M as of Q2 2026.
  • American Trust Investment Advisors bought 318 Southern Company shares in Q2 2026, an estimated $29.9K.
  • Southern Company made up 2.43% of American Trust Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • American Trust Investment Advisors first reported a position in Southern Company in Q4 2021 and has held it in 14 quarters since.
  • American Trust Investment Advisors's Southern Company position peaked at $5.6M in Q1 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.