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Atlas Wealth Partners’s Southern Company SO Stock Holding History

Atlas Wealth Partners’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 		$747K Sell
7,802
-150
-2% -$14.1K 0.82% 23
2026
Q1 		$768K Buy
7,952
+430
+6% +$39.8K 0.79% 22
2025
Q4 		$656K Buy
7,522
+100
+1% +$9.13K 0.72% 25
2025
Q3 		$703K Buy
7,422
+295
+4% +$27.5K 0.72% 23
2025
Q2 		$654K Sell
7,127
-35
-0.5% -$3.14K 0.75% 19
2025
Q1 		$659K Buy
7,162
+740
+12% +$64.1K 0.81% 20
2024
Q4 		$529K Buy
6,422
+350
+6% +$30.7K 0.67% 23
2024
Q3 		$548K Buy
+6,072
New +$519K 0.84% 21
2023
Q3 		– Sell
-3,772
Closed -$276K – 36
2023
Q2 		$276K Buy
+3,772
New +$271K 0.79% 27

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atlas Wealth Partners's SO Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Southern Company (SO) stake by 1.9% in Q2 2026, selling an estimated $14.1K and leaving 7,802 shares worth $747K. The position accounts for 0.82% of the portfolio, ranked #23.

Atlas Wealth Partners first reported a position in SO in Q2 2023 and has held it in 9 quarters since. The position peaked at $768K in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Atlas Wealth Partners held 7,802 shares of Southern Company worth $747K as of Q2 2026.
  • Atlas Wealth Partners sold 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.82% of Atlas Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Atlas Wealth Partners first reported a position in Southern Company in Q2 2023 and has held it in 9 quarters since.
  • Atlas Wealth Partners's Southern Company position peaked at $768K in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.