AI
SO icon

Atom Investors’s Southern Company SO Stock Holding History

Atom Investors’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 		$2.38M Buy
+24,820
New +$2.34M 0.21% 133
2024
Q1 		– Sell
-5,239
Closed -$367K – 665
2023
Q4 		$367K Sell
5,239
-370
-7% -$25.4K 0.06% 324
2023
Q3 		$363K Buy
+5,609
New +$389K 0.08% 289

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

Atom Investors's SO Position: Q2 2026 in Review

Atom Investors opened a new position in Southern Company (SO) in Q2 2026: 24,820 shares worth $2.38M. The stake represents 0.21% of the portfolio and ranks #133 among its holdings. This is a return to the name: Atom Investors previously reported a position in SO as recently as Q4 2023.

Atom Investors first reported a position in SO in Q3 2023 and has held it in 3 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Atom Investors held 24,820 shares of Southern Company worth $2.38M as of Q2 2026.
  • Southern Company was a new Atom Investors position in Q2 2026.
  • Southern Company made up 0.21% of Atom Investors's portfolio in Q2 2026, its #133 holding.
  • Atom Investors first reported a position in Southern Company in Q3 2023 and has held it in 3 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.