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Ashton Thomas Private Wealth’s Southern Company SO Stock Holding History

Ashton Thomas Private Wealth’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 		$2.09M Buy
21,848
+2,199
+11% +$207K 0.04% 372
2026
Q1 		$1.9M Sell
19,649
-4,092
-17% -$379K 0.04% 376
2025
Q4 		$2.07M Buy
23,741
+192
+0.8% +$17.5K 0.05% 315
2025
Q3 		$2.23M Buy
23,549
+6,852
+41% +$640K 0.06% 305
2025
Q2 		$1.53M Sell
16,697
-1,287
-7% -$116K 0.05% 330
2025
Q1 		$1.65M Buy
17,984
+131
+0.7% +$11.3K 0.06% 285
2024
Q4 		$1.47M Sell
17,853
-1,412
-7% -$124K 0.06% 310
2024
Q3 		$1.74M Buy
19,265
+1,666
+9% +$142K 0.09% 234
2024
Q2 		$1.37M Buy
17,599
+6,500
+59% +$493K 0.07% 255
2024
Q1 		$796K Sell
11,099
-1,197
-10% -$82.6K 0.05% 341
2023
Q4 		$862K Sell
12,296
-546
-4% -$37.5K 0.05% 318
2023
Q3 		$831K Sell
12,842
-1,097
-8% -$76.1K 0.06% 318
2023
Q2 		$979K Buy
13,939
+3,580
+35% +$257K 0.07% 273
2023
Q1 		$721K Sell
10,359
-8,965
-46% -$604K 0.06% 297
2022
Q4 		$1.38M Buy
19,324
+12,278
+174% +$821K 0.14% 193
2022
Q3 		$479K Sell
7,046
-237
-3% -$18K 0.05% 327
2022
Q2 		$519K Buy
7,283
+987
+16% +$72.5K 0.06% 308
2022
Q1 		$457K Buy
6,296
+337
+6% +$22.8K 0.04% 355
2021
Q4 		$409K Buy
+5,959
New +$380K 0.04% 347
2021
Q1 		– Sell
-3,344
Closed -$205K – 327
2020
Q4 		$205K Buy
+3,344
New +$201K 0.04% 290

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

Ashton Thomas Private Wealth's SO Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $207K and bringing the position to 21,848 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #372.

Ashton Thomas Private Wealth first reported a position in SO in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.23M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ashton Thomas Private Wealth held 21,848 shares of Southern Company worth $2.09M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 2,199 Southern Company shares in Q2 2026, an estimated $207K.
  • Southern Company made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #372 holding.
  • Ashton Thomas Private Wealth first reported a position in Southern Company in Q4 2020 and has held it in 20 quarters since.
  • Ashton Thomas Private Wealth's Southern Company position peaked at $2.23M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.