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Astoria Portfolio Advisors’s Southern Company SO Stock Holding History

Astoria Portfolio 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 		$313K Buy
3,274
+554
+20% +$52.2K 0.05% 266
2026
Q1 		$255K Sell
2,720
-8
-0.3% -$740 0.05% 246
2025
Q4 		$260K Sell
2,728
-3,143
-54% -$287K 0.06% 235
2025
Q3 		$565K Sell
5,871
-393
-6% -$36.7K 0.15% 120
2025
Q2 		$595K Sell
6,264
-186
-3% -$16.7K 0.17% 112
2025
Q1 		$588K Buy
6,450
+475
+8% +$41.1K 0.2% 99
2024
Q4 		$490K Buy
5,975
+92
+2% +$8.07K 0.17% 109
2024
Q3 		$523K Buy
5,883
+471
+9% +$40.2K 0.18% 97
2024
Q2 		$420K Sell
5,412
-53
-1% -$4.02K 0.15% 97
2024
Q1 		$374K Buy
5,465
+582
+12% +$40.2K 0.14% 105
2023
Q4 		$329K Buy
+4,883
New +$335K 0.13% 114

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

Astoria Portfolio Advisors's SO Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,274 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #266.

Astoria Portfolio Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Astoria Portfolio Advisors held 3,274 shares of Southern Company worth $313K as of Q2 2026.
  • Astoria Portfolio Advisors bought 554 Southern Company shares in Q2 2026, an estimated $52.2K.
  • Southern Company made up 0.05% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #266 holding.
  • Astoria Portfolio Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Astoria Portfolio Advisors's Southern Company position peaked at $595K in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.