AIM
SO icon

Acropolis Investment Management’s Southern Company SO Stock Holding History

Acropolis Investment Management’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 		$381K Buy
3,979
+100
+3% +$9.41K 0.02% 220
2026
Q1 		$374K Sell
3,879
-178
-4% -$16.5K 0.02% 206
2025
Q4 		$354K Buy
4,057
+825
+26% +$75.3K 0.02% 217
2025
Q3 		$297K Buy
3,232
+761
+31% +$71K 0.02% 223
2025
Q2 		$227K Buy
2,471
+702
+40% +$63.1K 0.01% 228
2025
Q1 		$163K Buy
1,769
+222
+14% +$19.2K 0.01% 247
2024
Q4 		$127K Sell
1,547
-200
-11% -$17.5K 0.01% 284
2024
Q3 		$158K Buy
1,747
+350
+25% +$29.9K 0.01% 247
2024
Q2 		$108K Hold
1,397
– – 0.01% 281
2024
Q1 		$100K Buy
+1,397
New +$96.4K 0.01% 285
2023
Q4 		– Sell
-1,577
Closed -$102K – 285
2023
Q3 		$102K Sell
1,577
-423
-21% -$29.4K 0.01% 272
2023
Q2 		$141K Sell
2,000
-1,417
-41% -$102K 0.01% 228
2023
Q1 		$238K Hold
3,417
– – 0.02% 185
2022
Q4 		$244K Sell
3,417
-15
-0.4% -$1K 0.02% 180
2022
Q3 		$233K Sell
3,432
-53
-2% -$4.01K 0.02% 173
2022
Q2 		$249K Buy
3,485
+23
+0.7% +$1.69K 0.02% 170
2022
Q1 		$251K Buy
3,462
+1
+0% +$68 0.02% 167
2021
Q4 		$237K Buy
3,461
+410
+13% +$26.1K 0.02% 174
2021
Q3 		$185K Sell
3,051
-73
-2% -$4.7K 0.02% 184
2021
Q2 		$189K Hold
3,124
– – 0.02% 184
2021
Q1 		$194K Buy
3,124
+67
+2% +$4.01K 0.02% 176
2020
Q4 		$188K Hold
3,057
– – 0.02% 174
2020
Q3 		$166K Hold
3,057
– – 0.02% 172
2020
Q2 		$159K Buy
3,057
+117
+4% +$6.5K 0.02% 162
2020
Q1 		$159K Buy
2,940
+1,183
+67% +$74.9K 0.02% 153
2019
Q4 		$112K Hold
1,757
– – 0.02% 164
2019
Q3 		$109K Buy
+1,757
New +$102K 0.02% 159
2018
Q2 		– Sell
-2,493
Closed -$111K – 147
2018
Q1 		$111K Sell
2,493
-293
-11% -$13K 0.02% 136
2017
Q4 		$134K Buy
+2,786
New +$142K 0.02% 139
2017
Q1 		– Sell
-1,973
Closed -$101K – 141
2016
Q4 		$101K Hold
1,973
– – 0.02% 134
2016
Q3 		$101K Buy
+1,973
New +$104K 0.02% 134
2015
Q4 		– Sell
-2,775
Closed -$124K – 129
2015
Q3 		$124K Sell
2,775
-1,783
-39% -$78.2K 0.03% 127
2015
Q2 		$191K Sell
4,558
-6,807
-60% -$297K 0.04% 114
2015
Q1 		$503K Sell
11,365
-478
-4% -$22.7K 0.09% 83
2014
Q4 		$582K Sell
11,843
-6,930
-37% -$327K 0.11% 77
2014
Q3 		$819K Sell
18,773
-3,035
-14% -$133K 0.16% 65
2014
Q2 		$990K Sell
21,808
-3,810
-15% -$168K 0.2% 61
2014
Q1 		$1.13M Buy
25,618
+875
+4% +$36.7K 0.23% 57
2013
Q4 		$1.02M Sell
24,743
-22,176
-47% -$915K 0.22% 61
2013
Q3 		$1.93M Sell
46,919
-7,750
-14% -$334K 0.4% 39
2013
Q2 		$2.41M Buy
+54,669
New +$2.51M 0.52% 35

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

Acropolis Investment Management's SO Position: Q2 2026 in Review

Acropolis Investment Management increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $9.41K and bringing the position to 3,979 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #220.

Acropolis Investment Management first reported a position in SO in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.41M in Q2 2013. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Acropolis Investment Management held 3,979 shares of Southern Company worth $381K as of Q2 2026.
  • Acropolis Investment Management bought 100 Southern Company shares in Q2 2026, an estimated $9.41K.
  • Southern Company made up 0.02% of Acropolis Investment Management's portfolio in Q2 2026, its #220 holding.
  • Acropolis Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 41 quarters since.
  • Acropolis Investment Management's Southern Company position peaked at $2.41M in Q2 2013.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.