Atria Wealth Solutions’s Southern Company SO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.17M	Sell	34,506 -69,073	-67%	-$6.2M	0.07%	303
2025 Q1	$9.52M	Sell	103,579 -9,759	-9%	-$845K	0.11%	191
2024 Q4	$9.33M	Buy	113,338 +7,390	+7%	+$648K	0.1%	204
2024 Q3	$9.55M	Buy	105,948 +2,259	+2%	+$193K	0.1%	203
2024 Q2	$8.04M	Buy	103,689 +6,737	+7%	+$511K	0.09%	229
2024 Q1	$6.96M	Buy	96,952 +8,562	+10%	+$591K	0.08%	263
2023 Q4	$6.2M	Buy	88,390 +2,059	+2%	+$141K	0.08%	254
2023 Q3	$5.59M	Buy	86,331 +7,546	+10%	+$524K	0.08%	260
2023 Q2	$5.53M	Buy	78,785 +6,528	+9%	+$468K	0.08%	259
2023 Q1	$5.03M	Buy	72,257 +3,682	+5%	+$248K	0.07%	265
2022 Q4	$4.9M	Buy	68,575 +9,956	+17%	+$666K	0.08%	257
2022 Q3	$3.99M	Buy	58,619 +26,298	+81%	+$1.99M	0.07%	282
2022 Q2	$2.31M	Sell	32,321 -15,818	-33%	-$1.16M	0.04%	394
2022 Q1	$3.49M	Buy	+48,139	New	+$3.26M	0.06%	326

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atria Wealth Solutions's SO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Southern Company (SO) stake by 67% in Q2 2025, selling an estimated $6.2M and leaving 34,506 shares worth $3.17M. The position accounts for 0.07% of the portfolio, ranked #303.

Atria Wealth Solutions first reported a position in SO in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.55M in Q3 2024. 2,182 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Atria Wealth Solutions held 34,506 shares of Southern Company worth $3.17M as of Q2 2025.
Atria Wealth Solutions sold 69,073 Southern Company shares in Q2 2025, an estimated $6.2M.
Southern Company made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #303 holding.
Atria Wealth Solutions first reported a position in Southern Company in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Southern Company position peaked at $9.55M in Q3 2024.
2,182 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.