Atlas Capital Advisors’s Southern Company SO Stock Holding History

Atlas Capital 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	$4.5K	Sell	47 -15	-24%	-$1.41K	﹤0.01%	934
2026 Q1	$5.98K	Buy	62 +15	+32%	+$1.39K	﹤0.01%	828
2025 Q4	$4.1K	Buy	+47	New	+$4.29K	﹤0.01%	811
2025 Q2	$4.32K	Hold	47	–	–	﹤0.01%	822
2025 Q1	$4.32K	Hold	47	–	–	﹤0.01%	858
2024 Q4	$3.87K	Hold	47	–	–	﹤0.01%	839
2024 Q3	$4.24K	Hold	47	–	–	﹤0.01%	789
2024 Q2	$3.65K	Hold	47	–	–	﹤0.01%	799
2024 Q1	$3.37K	Hold	47	–	–	﹤0.01%	785
2023 Q4	$3.29K	Hold	47	–	–	﹤0.01%	806
2023 Q3	$3.04K	Hold	47	–	–	﹤0.01%	787
2023 Q2	$3.3K	Hold	47	–	–	﹤0.01%	803
2023 Q1	$3.27K	Hold	47	–	–	﹤0.01%	811
2022 Q4	$3.36K	Hold	47	–	–	﹤0.01%	811
2022 Q3	$3.2K	Sell	47 -350	-88%	-$26.5K	﹤0.01%	810
2022 Q2	$28.3K	Hold	397	–	–	﹤0.01%	639
2022 Q1	$28.8K	Hold	397	–	–	﹤0.01%	596
2021 Q4	$27.2K	Hold	397	–	–	﹤0.01%	603
2021 Q3	$24.6K	Sell	397 -87	-18%	-$5.6K	﹤0.01%	615
2021 Q2	$29.3K	Buy	484 +134	+38%	+$8.57K	﹤0.01%	603
2021 Q1	$21.8K	Buy	+350	New	+$21K	﹤0.01%	593
2020 Q3	–	Sell	-920	Closed	-$47.7K	–	549
2020 Q2	$47.7K	Buy	920 +584	+174%	+$32.5K	0.01%	485
2020 Q1	$18.2K	Buy	336 +126	+60%	+$7.98K	0.01%	527
2019 Q4	$13.4K	Hold	210	–	–	﹤0.01%	569
2019 Q3	$13K	Buy	210 +95	+83%	+$5.51K	﹤0.01%	559
2019 Q2	$6.36K	Buy	+115	New	+$6.16K	﹤0.01%	614

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

Atlas Capital Advisors's SO Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Southern Company (SO) stake by 24% in Q2 2026, selling an estimated $1.41K and leaving 47 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Atlas Capital Advisors first reported a position in SO in Q2 2019 and has held it in 26 quarters since. The position peaked at $47.7K in Q2 2020. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Atlas Capital Advisors held 47 shares of Southern Company worth $4.5K as of Q2 2026.
Atlas Capital Advisors sold 15 Southern Company shares in Q2 2026, an estimated $1.41K.
Southern Company made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #934 holding.
Atlas Capital Advisors first reported a position in Southern Company in Q2 2019 and has held it in 26 quarters since.
Atlas Capital Advisors's Southern Company position peaked at $47.7K in Q2 2020.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.