Athena Investment Management’s Southern Company SO Stock Holding History

Athena Investment Management’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	$211K	Sell	2,208 -250	-10%	-$23.5K	0.13%	130
2026 Q1	$237K	Hold	2,458	–	–	0.12%	142
2025 Q4	$214K	Hold	2,458	–	–	0.11%	149
2025 Q3	$233K	Sell	2,458 -500	-17%	-$46.7K	0.12%	142
2025 Q2	$272K	Hold	2,958	–	–	0.15%	127
2025 Q1	$272K	Sell	2,958 -165	-5%	-$14.3K	0.16%	121
2024 Q4	$257K	Hold	3,123	–	–	0.15%	128
2024 Q3	$282K	Sell	3,123 -100	-3%	-$8.54K	0.16%	126
2024 Q2	$250K	Sell	3,223 -440	-12%	-$33.3K	0.15%	125
2024 Q1	$263K	Hold	3,663	–	–	0.16%	128
2023 Q4	$257K	Hold	3,663	–	–	0.17%	123
2023 Q3	$237K	Hold	3,663	–	–	0.17%	122
2023 Q2	$257K	Hold	3,663	–	–	0.18%	120
2023 Q1	$255K	Hold	3,663	–	–	0.18%	119
2022 Q4	$262K	Hold	3,663	–	–	0.19%	118
2022 Q3	$249K	Hold	3,663	–	–	0.21%	111
2022 Q2	$261K	Hold	3,663	–	–	0.21%	111
2022 Q1	$270K	Buy	+3,663	New	+$248K	0.21%	100

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

Athena Investment Management's SO Position: Q2 2026 in Review

Athena Investment Management reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $23.5K and leaving 2,208 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #130.

Athena Investment Management first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $282K in Q3 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Athena Investment Management held 2,208 shares of Southern Company worth $211K as of Q2 2026.
Athena Investment Management sold 250 Southern Company shares in Q2 2026, an estimated $23.5K.
Southern Company made up 0.13% of Athena Investment Management's portfolio in Q2 2026, its #130 holding.
Athena Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Southern Company position peaked at $282K in Q3 2024.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.