Armstrong Fleming & Moore’s Southern Company SO Stock Holding History

Armstrong Fleming & Moore’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	$304K	Sell	3,179 -700	-18%	-$65.9K	0.1%	85
2026 Q1	$374K	Hold	3,879	–	–	0.16%	74
2025 Q4	$338K	Hold	3,879	–	–	0.16%	73
2025 Q3	$368K	Hold	3,879	–	–	0.18%	72
2025 Q2	$356K	Buy	+3,879	New	+$348K	0.19%	70
2025 Q1	–	Sell	-4,270	Closed	-$352K	–	143
2024 Q4	$352K	Buy	4,270 +391	+10%	+$34.3K	0.21%	69
2024 Q3	$350K	Hold	3,879	–	–	0.2%	71
2024 Q2	$301K	Hold	3,879	–	–	0.19%	73
2024 Q1	$278K	Hold	3,879	–	–	0.19%	78
2023 Q4	$272K	Hold	3,879	–	–	0.21%	78
2023 Q3	$251K	Hold	3,879	–	–	0.24%	73
2023 Q2	$273K	Buy	+3,879	New	+$278K	0.25%	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 $3.37T 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 Fleming & Moore's SO Position: Q2 2026 in Review

Armstrong Fleming & Moore reduced its Southern Company (SO) stake by 18% in Q2 2026, selling an estimated $65.9K and leaving 3,179 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #85.

Armstrong Fleming & Moore first reported a position in SO in Q2 2023 and has held it in 12 quarters since. The position peaked at $374K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Armstrong Fleming & Moore held 3,179 shares of Southern Company worth $304K as of Q2 2026.
Armstrong Fleming & Moore sold 700 Southern Company shares in Q2 2026, an estimated $65.9K.
Southern Company made up 0.1% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #85 holding.
Armstrong Fleming & Moore first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
Armstrong Fleming & Moore's Southern Company position peaked at $374K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2026, filed 28 Jul 2026.