AIM
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Aigen Investment Management’s Southern Company SO Stock Holding History

Aigen 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
Q1 		– Sell
-15,230
Closed -$1.33M – 768
2025
Q4 		$1.33M Buy
+15,230
New +$1.39M 0.31% 83
2025
Q1 		– Sell
-23,980
Closed -$1.97M – 1011
2024
Q4 		$1.97M Buy
+23,980
New +$2.1M 0.35% 63
2024
Q3 		– Sell
-4,234
Closed -$328K – 990
2024
Q2 		$328K Sell
4,234
-14,062
-77% -$1.07M 0.06% 448
2024
Q1 		$1.31M Buy
+18,296
New +$1.26M 0.29% 98
2023
Q4 		– Sell
-12,482
Closed -$808K – 1062
2023
Q3 		$808K Buy
+12,482
New +$866K 0.15% 213
2022
Q4 		– Sell
-16,046
Closed -$1.09M – 757
2022
Q3 		$1.09M Sell
16,046
-62,158
-79% -$4.71M 0.16% 178
2022
Q2 		$5.58M Buy
+78,204
New +$5.74M 0.94% 13
2022
Q1 		– Sell
-64,008
Closed -$4.29M – 1027
2021
Q4 		$4.29M Buy
+64,008
New +$4.08M 0.26% 95
2021
Q3 		– Sell
-55,910
Closed -$3.38M – 643
2021
Q2 		$3.38M Sell
55,910
-83,659
-60% -$5.35M 0.59% 43
2021
Q1 		$8.68M Buy
+139,569
New +$8.36M 1.15% 11
2020
Q3 		– Sell
-21,743
Closed -$1.13M – 1088
2020
Q2 		$1.13M Buy
21,743
+8,415
+63% +$468K 0.14% 227
2020
Q1 		$722K Buy
+13,328
New +$844K 0.1% 306

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aigen Investment Management's SO Position: Q1 2026 in Review

Aigen Investment Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 15,230 shares — an estimated $1.33M sold.

Aigen Investment Management first reported a position in SO in Q1 2020 and held it in 12 quarters. The position peaked at $8.68M in Q1 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Aigen Investment Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 15,230 Southern Company shares in Q1 2026, an estimated $1.33M.
  • Aigen Investment Management first reported a position in Southern Company in Q1 2020 and held it in 12 quarters.
  • Aigen Investment Management's Southern Company position peaked at $8.68M in Q1 2021.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.