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New Age Alpha Advisors’s Southern Company SO Stock Holding History

New Age Alpha Advisors’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 		$4.06M Sell
42,386
-1,731
-4% -$163K 0.17% 140
2026
Q1 		$4.26M Buy
44,117
+36,266
+462% +$3.35M 0.2% 147
2025
Q4 		$685K Sell
7,851
-4,519
-37% -$413K 0.03% 444
2025
Q3 		$1.17M Sell
12,370
-203
-2% -$19K 0.05% 398
2025
Q2 		$1.15M Sell
12,573
-2,343
-16% -$210K 0.05% 402
2025
Q1 		$1.37M Sell
14,916
-17,053
-53% -$1.48M 0.06% 381
2024
Q4 		$2.63M Buy
31,969
+31,776
+16,464% +$2.79M 0.11% 269
2024
Q3 		$17.4K Buy
+193
New +$16.5K 0.01% 110

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

New Age Alpha Advisors's SO Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Southern Company (SO) stake by 3.9% in Q2 2026, selling an estimated $163K and leaving 42,386 shares worth $4.06M. The position accounts for 0.17% of the portfolio, ranked #140.

New Age Alpha Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.26M in Q1 2026. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • New Age Alpha Advisors held 42,386 shares of Southern Company worth $4.06M as of Q2 2026.
  • New Age Alpha Advisors sold 1,731 Southern Company shares in Q2 2026, an estimated $163K.
  • Southern Company made up 0.17% of New Age Alpha Advisors's portfolio in Q2 2026, its #140 holding.
  • New Age Alpha Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Southern Company position peaked at $4.26M in Q1 2026.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.