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Atlas Brown’s Southern Company SO Stock Holding History

Atlas Brown’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 		$521K Buy
5,443
+16
+0.3% +$1.51K 0.14% 144
2026
Q1 		$524K Buy
5,427
+31
+0.6% +$2.87K 0.16% 132
2025
Q4 		$471K Buy
5,396
+3
+0.1% +$274 0.14% 143
2025
Q3 		$511K Sell
5,393
-161
-3% -$15K 0.15% 130
2025
Q2 		$510K Sell
5,554
-623
-10% -$56K 0.16% 123
2025
Q1 		$568K Buy
6,177
+73
+1% +$6.32K 0.2% 107
2024
Q4 		$502K Buy
6,104
+18
+0.3% +$1.58K 0.17% 123
2024
Q3 		$549K Sell
6,086
-1,329
-18% -$114K 0.19% 117
2024
Q2 		$575K Buy
7,415
+56
+0.8% +$4.24K 0.21% 112
2024
Q1 		$528K Sell
7,359
-1,461
-17% -$101K 0.19% 113
2023
Q4 		$618K Buy
8,820
+251
+3% +$17.2K 0.26% 103
2023
Q3 		$555K Buy
8,569
+53
+0.6% +$3.68K 0.25% 100
2023
Q2 		$598K Buy
8,516
+50
+0.6% +$3.59K 0.26% 103
2023
Q1 		$589K Buy
8,466
+53
+0.6% +$3.57K 0.27% 105
2022
Q4 		$601K Sell
8,413
-2,488
-23% -$166K 0.3% 101
2022
Q3 		$741K Buy
10,901
+45
+0.4% +$3.41K 0.38% 84
2022
Q2 		$774K Buy
10,856
+47
+0.4% +$3.45K 0.37% 84
2022
Q1 		$784K Sell
10,809
-13
-0.1% -$880 0.32% 92
2021
Q4 		$742K Buy
10,822
+98
+0.9% +$6.25K 0.29% 106
2021
Q3 		$665K Sell
10,724
-626
-6% -$40.3K 0.29% 103
2021
Q2 		$687K Buy
11,350
+201
+2% +$12.9K 0.3% 99
2021
Q1 		$693K Buy
11,149
+779
+8% +$46.6K 0.33% 94
2020
Q4 		$637K Buy
10,370
+3
+0% +$180 0.33% 93
2020
Q3 		$562K Buy
10,367
+513
+5% +$27.4K 0.33% 87
2020
Q2 		$511K Sell
9,854
-82
-0.8% -$4.56K 0.32% 91
2020
Q1 		$538K Buy
9,936
+619
+7% +$39.2K 0.42% 70
2019
Q4 		$593K Buy
9,317
+46
+0.5% +$2.85K 0.37% 81
2019
Q3 		$573K Buy
9,271
+140
+2% +$8.12K 0.41% 76
2019
Q2 		$505K Buy
9,131
+113
+1% +$6.05K 0.35% 80
2019
Q1 		$466K Buy
9,018
+269
+3% +$13.2K 0.33% 87
2018
Q4 		$384K Buy
8,749
+358
+4% +$16.3K 0.3% 90
2018
Q3 		$366K Sell
8,391
-132
-2% -$6.08K 0.22% 107
2018
Q2 		$403K Buy
8,523
+38
+0.4% +$1.7K 0.09% 98
2018
Q1 		$379K Buy
8,485
+445
+6% +$19.8K 0.07% 101
2017
Q4 		$354K Buy
8,040
+559
+7% +$28.5K 0.06% 108
2017
Q3 		$368K Buy
7,481
+91
+1% +$4.41K 0.08% 94
2017
Q2 		$354K Sell
7,390
-233
-3% -$11.7K 0.31% 93
2017
Q1 		$379K Buy
7,623
+1,368
+22% +$67.6K 0.3% 87
2016
Q4 		$321K Hold
6,255
– – 0.13% 94
2016
Q3 		$321K Hold
6,255
– – 0.13% 94
2016
Q2 		$335K Hold
6,255
– – 0.14% 90
2016
Q1 		$324K Buy
6,255
+825
+15% +$40.2K 0.14% 91
2015
Q4 		$258K Sell
5,430
-65
-1% -$2.95K 0.16% 97
2015
Q3 		$246K Hold
5,495
– – 0.11% 105
2015
Q2 		$250K Hold
5,495
– – 0.1% 104
2015
Q1 		$243K Hold
5,495
– – 0.07% 98
2014
Q4 		$270K Buy
5,495
+700
+15% +$33.1K 0.07% 90
2014
Q3 		$209K Hold
4,795
– – 0.08% 97
2014
Q2 		$218K Buy
+4,795
New +$212K 0.11% 93

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atlas Brown's SO Position: Q2 2026 in Review

Atlas Brown increased its Southern Company (SO) stake by 0.29% in Q2 2026, buying an estimated $1.51K and bringing the position to 5,443 shares worth $521K. The position accounts for 0.14% of the portfolio, ranked #144.

Atlas Brown first reported a position in SO in Q2 2014 and has held it in 49 quarters since. The position peaked at $784K in Q1 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Atlas Brown held 5,443 shares of Southern Company worth $521K as of Q2 2026.
  • Atlas Brown bought 16 Southern Company shares in Q2 2026, an estimated $1.51K.
  • Southern Company made up 0.14% of Atlas Brown's portfolio in Q2 2026, its #144 holding.
  • Atlas Brown first reported a position in Southern Company in Q2 2014 and has held it in 49 quarters since.
  • Atlas Brown's Southern Company position peaked at $784K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.