Atala Financial’s Southern Company SO Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-80	Closed	-$7.36K	–	396
2025 Q1	$7.36K	Hold	80	–	–	0.01%	357
2024 Q4	$6.59K	Buy	+80	New	+$7.02K	﹤0.01%	388

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atala Financial's SO Position: Q2 2025 in Review

Atala Financial sold out of Southern Company (SO) in Q2 2025, closing a stake of 80 shares — an estimated $7.36K sold.

Atala Financial first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $7.36K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Atala Financial reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 80 Southern Company shares in Q2 2025, an estimated $7.36K.
Atala Financial first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
Atala Financial's Southern Company position peaked at $7.36K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.