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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
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 $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

Atomi Financial Group's SO Position: Q1 2026 in Review

Atomi Financial Group reduced its Southern Company (SO) stake by 0.69% in Q1 2026, selling an estimated $15.1K and leaving 23,390 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #223.

Atomi Financial Group first reported a position in SO in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.63M in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Atomi Financial Group held 23,390 shares of Southern Company worth $2.26M as of Q1 2026.
  • Atomi Financial Group sold 163 Southern Company shares in Q1 2026, an estimated $15.1K.
  • Southern Company made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #223 holding.
  • Atomi Financial Group first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Southern Company position peaked at $4.63M in Q2 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.