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AmeriFlex Group’s Southern Company SO Stock Holding History

AmeriFlex Group’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 		$18.6K Buy
194
+86
+80% +$8.1K 0.01% 717
2026
Q1 		$10.4K Buy
108
+12
+13% +$1.11K 0.01% 720
2025
Q4 		$8.37K Sell
96
-96
-50% -$8.76K ﹤0.01% 747
2025
Q3 		$18.2K Sell
192
-108
-36% -$10.1K 0.01% 659
2025
Q2 		$27.1K Buy
300
+220
+275% +$19.8K 0.01% 503
2025
Q1 		$7.36K Sell
80
-900
-92% -$77.9K ﹤0.01% 923
2024
Q4 		$82.3K Buy
+980
New +$86K 0.04% 340

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

AmeriFlex Group's SO Position: Q2 2026 in Review

AmeriFlex Group increased its Southern Company (SO) stake by 80% in Q2 2026, buying an estimated $8.1K and bringing the position to 194 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #717.

AmeriFlex Group first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.3K in Q4 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AmeriFlex Group held 194 shares of Southern Company worth $18.6K as of Q2 2026.
  • AmeriFlex Group bought 86 Southern Company shares in Q2 2026, an estimated $8.1K.
  • Southern Company made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #717 holding.
  • AmeriFlex Group first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Southern Company position peaked at $82.3K in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.