Atlas Private Wealth Advisors’s Southern Company SO Stock Holding History

Atlas Private Wealth 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
2025 Q3	–	Sell	-2,255	Closed	-$207K	–	189
2025 Q2	$207K	Buy	+2,255	New	+$203K	0.03%	190
2021 Q4	–	Sell	-100	Closed	-$6K	–	611
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	547
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	557
2021 Q1	$6K	Buy	+100	New	+$5.99K	﹤0.01%	589
2020 Q3	–	Sell	-200	Closed	-$10K	–	723
2020 Q2	$10K	Buy	+200	New	+$11.1K	0.01%	407

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atlas Private Wealth Advisors's SO Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Southern Company (SO) in Q3 2025, closing a stake of 2,255 shares — an estimated $207K sold.

Atlas Private Wealth Advisors first reported a position in SO in Q2 2020 and held it in 5 quarters. The position peaked at $207K in Q2 2025. 2,220 funds tracked by Wall St. Rank hold SO as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining Southern Company position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,255 Southern Company shares in Q3 2025, an estimated $207K.
Atlas Private Wealth Advisors first reported a position in Southern Company in Q2 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's Southern Company position peaked at $207K in Q2 2025.
2,220 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.