Armstrong Advisory Group’s Southern Company SO Stock Holding History

Armstrong Advisory 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	$512K	Buy	5,351 +5	+0.1%	+$471	0.03%	143
2026 Q1	$516K	Sell	5,346 -263	-5%	-$24.3K	0.03%	138
2025 Q4	$489K	Sell	5,609 -166	-3%	-$15.2K	0.03%	142
2025 Q3	$547K	Buy	5,775 +3	+0.1%	+$280	0.04%	126
2025 Q2	$530K	Buy	5,772 +7	+0.1%	+$629	0.04%	118
2025 Q1	$475K	Hold	5,765	–	–	0.04%	115
2024 Q4	$475K	Buy	5,765 +134	+2%	+$11.8K	0.04%	115
2024 Q3	$508K	Buy	5,631 +227	+4%	+$19.4K	0.04%	103
2024 Q2	$419K	Sell	5,404 -866	-14%	-$65.6K	0.04%	107
2024 Q1	$440K	Hold	6,270	–	–	0.04%	109
2023 Q4	$440K	Sell	6,270 -116	-2%	-$7.97K	0.04%	109
2023 Q3	$413K	Sell	6,386 -300	-4%	-$20.8K	0.05%	101
2023 Q2	$470K	Sell	6,686 -417	-6%	-$29.9K	0.05%	95
2023 Q1	$494K	Buy	7,103 +300	+4%	+$20.2K	0.06%	90
2022 Q4	$486K	Buy	+6,803	New	+$455K	0.06%	93

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 $3.37T AUM 44.26% 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

Armstrong Advisory Group's SO Position: Q2 2026 in Review

Armstrong Advisory Group increased its Southern Company (SO) stake by 0.09% in Q2 2026, buying an estimated $471 and bringing the position to 5,351 shares worth $512K. The position accounts for 0.03% of the portfolio, ranked #143.

Armstrong Advisory Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Armstrong Advisory Group held 5,351 shares of Southern Company worth $512K as of Q2 2026.
Armstrong Advisory Group bought 5 Southern Company shares in Q2 2026, an estimated $471.
Southern Company made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #143 holding.
Armstrong Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Southern Company position peaked at $547K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.