AFG
SO icon

Atomi Financial Group’s Southern Company SO Stock Holding History

Atomi Financial Group’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 		$2.3M Buy
23,995
+605
+3% +$57K 0.06% 236
2026
Q1 		$2.26M Sell
23,390
-163
-0.7% -$15.1K 0.07% 223
2025
Q4 		$2.05M Buy
23,553
+2,333
+11% +$213K 0.06% 236
2025
Q3 		$2.01M Sell
21,220
-29,182
-58% -$2.72M 0.07% 202
2025
Q2 		$4.63M Buy
50,402
+30,374
+152% +$2.73M 0.18% 96
2025
Q1 		$1.84M Sell
20,028
-168
-0.8% -$14.5K 0.08% 184
2024
Q4 		$1.66M Buy
20,196
+21
+0.1% +$1.84K 0.08% 173
2024
Q3 		$1.82M Buy
20,175
+1,296
+7% +$111K 0.11% 146
2024
Q2 		$1.46M Buy
18,879
+2,666
+16% +$202K 0.11% 152
2024
Q1 		$1.16M Buy
16,213
+8,128
+101% +$561K 0.11% 169
2023
Q4 		$567K Buy
8,085
+3,942
+95% +$271K 0.08% 238
2023
Q3 		$268K Sell
4,143
-125
-3% -$8.68K 0.09% 262
2023
Q2 		$300K Buy
+4,268
New +$306K 0.14% 183

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

Atomi Financial Group's SO Position: Q2 2026 in Review

Atomi Financial Group increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $57K and bringing the position to 23,995 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #236.

Atomi Financial Group first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.63M in Q2 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Atomi Financial Group held 23,995 shares of Southern Company worth $2.3M as of Q2 2026.
  • Atomi Financial Group bought 605 Southern Company shares in Q2 2026, an estimated $57K.
  • Southern Company made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #236 holding.
  • Atomi Financial Group first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Southern Company position peaked at $4.63M in Q2 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.