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Atomic Invest’s Southern Company SO Stock Holding History

Atomic Invest’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 		$15.2K Sell
157
-6
-4% -$565 ﹤0.01% 238
2026
Q1 		$15.8K Buy
163
+113
+226% +$10.5K 0.01% 219
2025
Q4 		$4.41K Buy
+50
New +$4.57K ﹤0.01% 268

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 $3.38T AUM 44.17% 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

Atomic Invest's SO Position: Q2 2026 in Review

Atomic Invest reduced its Southern Company (SO) stake by 3.7% in Q2 2026, selling an estimated $565 and leaving 157 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Atomic Invest first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.8K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Atomic Invest held 157 shares of Southern Company worth $15.2K as of Q2 2026.
  • Atomic Invest sold 6 Southern Company shares in Q2 2026, an estimated $565.
  • Southern Company made up ﹤0.01% of Atomic Invest's portfolio in Q2 2026, its #238 holding.
  • Atomic Invest first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Atomic Invest's Southern Company position peaked at $15.8K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.