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Atria Investments’s Southern Company SO Stock Holding History

Atria Investments’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 		$10.1M Buy
104,367
+10,055
+11% +$930K 0.11% 196
2025
Q4 		$8.22M Buy
94,312
+5,680
+6% +$519K 0.09% 236
2025
Q3 		$8.4M Sell
88,632
-10,994
-11% -$1.03M 0.1% 236
2025
Q2 		$9.15M Sell
99,626
-19,773
-17% -$1.78M 0.11% 210
2025
Q1 		$11M Sell
119,399
-2,503
-2% -$217K 0.14% 169
2024
Q4 		$10M Sell
121,902
-3,790
-3% -$333K 0.12% 186
2024
Q3 		$11.3M Sell
125,692
-19,851
-14% -$1.7M 0.14% 159
2024
Q2 		$11.3M Buy
145,543
+190
+0.1% +$14.4K 0.15% 153
2024
Q1 		$10.4M Buy
145,353
+5,163
+4% +$356K 0.14% 165
2023
Q4 		$9.83M Buy
140,190
+10,093
+8% +$693K 0.15% 160
2023
Q3 		$8.42M Buy
130,097
+14,611
+13% +$1.01M 0.15% 159
2023
Q2 		$8.11M Sell
115,486
-7,001
-6% -$502K 0.15% 161
2023
Q1 		$8.52M Buy
122,487
+18,477
+18% +$1.24M 0.16% 156
2022
Q4 		$7.43M Buy
104,010
+4,373
+4% +$292K 0.15% 169
2022
Q3 		$6.78M Buy
99,637
+436
+0.4% +$33K 0.15% 168
2022
Q2 		$7.07M Buy
99,201
+9,867
+11% +$724K 0.15% 169
2022
Q1 		$6.48M Buy
89,334
+8,395
+10% +$569K 0.11% 212
2021
Q4 		$5.55M Buy
80,939
+5,106
+7% +$326K 0.1% 253
2021
Q3 		$4.7M Buy
75,833
+5,561
+8% +$358K 0.08% 267
2021
Q2 		$4.25M Sell
70,272
-1,901
-3% -$122K 0.08% 270
2021
Q1 		$4.49M Sell
72,173
-23
-0% -$1.38K 0.1% 238
2020
Q4 		$4.43M Buy
72,196
+8,228
+13% +$495K 0.11% 212
2020
Q3 		$3.47M Buy
63,968
+3,957
+7% +$211K 0.11% 215
2020
Q2 		$3.11M Buy
+60,011
New +$3.34M 0.11% 228
2020
Q1 		– Sell
-34,499
Closed -$2.2M – 1100
2019
Q4 		$2.2M Buy
34,499
+13,313
+63% +$825K 0.06% 280
2019
Q3 		$1.31M Sell
21,186
-6,489
-23% -$376K 0.05% 334
2019
Q2 		$1.58M Buy
27,675
+13,129
+90% +$703K 0.06% 276
2019
Q1 		$752K Buy
14,546
+3,973
+38% +$195K 0.03% 428
2018
Q4 		$464K Sell
10,573
-43,262
-80% -$1.97M 0.02% 528
2018
Q3 		$2.35M Sell
53,835
-5,537
-9% -$255K 0.09% 195
2018
Q2 		$2.75M Sell
59,372
-12,049
-17% -$539K 0.12% 162
2018
Q1 		$3.19M Buy
71,421
+1,791
+3% +$79.5K 0.15% 127
2017
Q4 		$3.35M Buy
69,630
+5,727
+9% +$292K 0.17% 126
2017
Q3 		$3.14M Buy
63,903
+4,582
+8% +$222K 0.17% 120
2017
Q2 		$2.84M Buy
59,321
+2,765
+5% +$139K 0.17% 122
2017
Q1 		$2.81M Buy
56,556
+13,177
+30% +$651K 0.18% 111
2016
Q4 		$2.13M Buy
43,379
+18,216
+72% +$895K 0.16% 115
2016
Q3 		$1.29M Buy
25,163
+7,691
+44% +$405K 0.12% 157
2016
Q2 		$929K Buy
17,472
+5,204
+42% +$262K 0.1% 174
2016
Q1 		$635K Buy
+12,268
New +$598K 0.07% 203

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

Atria Investments's SO Position: Q1 2026 in Review

Atria Investments increased its Southern Company (SO) stake by 11% in Q1 2026, buying an estimated $930K and bringing the position to 104,367 shares worth $10.1M. The position accounts for 0.11% of the portfolio, ranked #196.

Atria Investments first reported a position in SO in Q1 2016 and has held it in 40 quarters since. The position peaked at $11.3M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Atria Investments held 104,367 shares of Southern Company worth $10.1M as of Q1 2026.
  • Atria Investments bought 10,055 Southern Company shares in Q1 2026, an estimated $930K.
  • Southern Company made up 0.11% of Atria Investments's portfolio in Q1 2026, its #196 holding.
  • Atria Investments first reported a position in Southern Company in Q1 2016 and has held it in 40 quarters since.
  • Atria Investments's Southern Company position peaked at $11.3M in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.