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AXS Investments’s Southern Company SO Stock Holding History

AXS 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
Q2 		– Sell
-92
Closed -$8.88K – 203
2026
Q1 		$8.88K Buy
+92
New +$8.51K ﹤0.01% 183
2025
Q4 		– Sell
-144
Closed -$13.6K – 205
2025
Q3 		$13.6K Buy
+144
New +$13.4K ﹤0.01% 190
2024
Q1 		– Sell
-98
Closed -$6.87K – 409
2023
Q4 		$6.87K Sell
98
-19
-16% -$1.3K ﹤0.01% 385
2023
Q3 		$7.57K Sell
117
-296
-72% -$20.5K ﹤0.01% 358
2023
Q2 		$29K Sell
413
-214
-34% -$15.3K 0.01% 368
2023
Q1 		$43.6K Sell
627
-48
-7% -$3.23K 0.01% 311
2022
Q4 		$48.2K Buy
+675
New +$45.1K 0.02% 286
2021
Q4 		– Sell
-3,954
Closed -$245K – 225
2021
Q3 		$245K Buy
+3,954
New +$255K 0.09% 87

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

AXS Investments's SO Position: Q2 2026 in Review

AXS Investments sold out of Southern Company (SO) in Q2 2026, closing a stake of 92 shares — an estimated $8.88K sold.

AXS Investments first reported a position in SO in Q3 2021 and held it in 8 quarters. The position peaked at $245K in Q3 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AXS Investments reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • AXS Investments sold 92 Southern Company shares in Q2 2026, an estimated $8.88K.
  • AXS Investments first reported a position in Southern Company in Q3 2021 and held it in 8 quarters.
  • AXS Investments's Southern Company position peaked at $245K in Q3 2021.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.