OneAscent Family Office’s Southern Company SO Stock Holding History

OneAscent Family Office’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	$401K	Buy	4,189 +304	+8%	+$28.6K	0.2%	105
2026 Q1	$375K	Sell	3,885 -824	-17%	-$76.2K	0.26%	94
2025 Q4	$411K	Buy	4,709 +28	+0.6%	+$2.56K	0.28%	90
2025 Q3	$444K	Sell	4,681 -48	-1%	-$4.48K	0.36%	73
2025 Q2	$434K	Sell	4,729 -4,391	-48%	-$394K	0.41%	57
2025 Q1	$838K	Buy	9,120 +4,750	+109%	+$411K	0.78%	37
2024 Q4	$360K	Buy	+4,370	New	+$383K	0.65%	37

Other funds holding SO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

OneAscent Family Office's SO Position: Q2 2026 in Review

OneAscent Family Office increased its Southern Company (SO) stake by 7.8% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,189 shares worth $401K. The position accounts for 0.2% of the portfolio, ranked #105.

OneAscent Family Office first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

OneAscent Family Office held 4,189 shares of Southern Company worth $401K as of Q2 2026.
OneAscent Family Office bought 304 Southern Company shares in Q2 2026, an estimated $28.6K.
Southern Company made up 0.2% of OneAscent Family Office's portfolio in Q2 2026, its #105 holding.
OneAscent Family Office first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
OneAscent Family Office's Southern Company position peaked at $838K in Q1 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.