Atlanta Consulting Group Advisors’s Southern Company SO Stock Holding History

Atlanta Consulting Group 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	$380K	Buy	3,969 +1,603	+68%	+$151K	0.06%	133
2026 Q1	$228K	Buy	2,366 +22	+0.9%	+$2.04K	0.05%	137
2025 Q4	$204K	Buy	2,344 +95	+4%	+$8.67K	0.05%	157
2025 Q3	$213K	Sell	2,249 -130	-5%	-$12.1K	0.05%	135
2025 Q2	$218K	Sell	2,379 -16	-0.7%	-$1.44K	0.06%	121
2025 Q1	$220K	Sell	2,395 -263	-10%	-$22.8K	0.06%	112
2024 Q4	$219K	Sell	2,658 -6,129	-70%	-$538K	0.08%	119
2024 Q3	$792K	Buy	+8,787	New	+$751K	0.2%	98

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

Atlanta Consulting Group Advisors's SO Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Southern Company (SO) stake by 68% in Q2 2026, buying an estimated $151K and bringing the position to 3,969 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #133.

Atlanta Consulting Group Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $792K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Atlanta Consulting Group Advisors held 3,969 shares of Southern Company worth $380K as of Q2 2026.
Atlanta Consulting Group Advisors bought 1,603 Southern Company shares in Q2 2026, an estimated $151K.
Southern Company made up 0.06% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #133 holding.
Atlanta Consulting Group Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Atlanta Consulting Group Advisors's Southern Company position peaked at $792K in Q3 2024.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.