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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atlas Wealth Partners's SO Position: Q1 2026 in Review

Atlas Wealth Partners increased its Southern Company (SO) stake by 5.7% in Q1 2026, buying an estimated $39.8K and bringing the position to 7,952 shares worth $768K. The position accounts for 0.79% of the portfolio, ranked #22.

Atlas Wealth Partners first reported a position in SO in Q2 2023 and has held it in 8 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Atlas Wealth Partners held 7,952 shares of Southern Company worth $768K as of Q1 2026.
  • Atlas Wealth Partners bought 430 Southern Company shares in Q1 2026, an estimated $39.8K.
  • Southern Company made up 0.79% of Atlas Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Atlas Wealth Partners first reported a position in Southern Company in Q2 2023 and has held it in 8 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.