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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Athena Investment Management's SO Position: Q1 2026 in Review

Athena Investment Management held its Southern Company (SO) position steady in Q1 2026 at 2,458 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #142.

Athena Investment Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $282K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Athena Investment Management held 2,458 shares of Southern Company worth $237K as of Q1 2026.
Athena Investment Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.12% of Athena Investment Management's portfolio in Q1 2026, its #142 holding.
Athena Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Southern Company position peaked at $282K in Q3 2024.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.