Apella Capital
SO icon

Apella Capital’s Southern Company SO Stock Holding History

Apella Capital’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
Q3 		$2.67M Buy
31,256
+2,288
+8% +$208K 0.03% 250
2026
Q2 		$2.82M Buy
28,968
+2,511
+9% +$236K 0.04% 229
2026
Q1 		$2.5M Buy
26,457
+7,980
+43% +$738K 0.04% 232
2025
Q4 		$1.61M Buy
18,477
+7,356
+66% +$672K 0.03% 223
2025
Q3 		$1.09M Sell
11,121
-31
-0.3% -$2.89K 0.02% 241
2025
Q2 		$1.02M Buy
11,152
+100
+0.9% +$8.98K 0.03% 217
2025
Q1 		$970K Buy
11,052
+4,961
+81% +$429K 0.03% 190
2024
Q4 		$501K Buy
6,091
+200
+3% +$17.5K 0.02% 233
2024
Q3 		$540K Buy
5,891
+69
+1% +$5.89K 0.02% 210
2024
Q2 		$455K Buy
5,822
+1,705
+41% +$129K 0.02% 219
2024
Q1 		$291K Sell
4,117
-75
-2% -$5.18K 0.01% 249
2023
Q4 		$301K Buy
+4,192
New +$288K 0.02% 241
2023
Q3 		– Sell
-2,847
Closed -$200K – 265
2023
Q2 		$200K Buy
+2,847
New +$204K 0.01% 248

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Apella Capital's SO Position: Q3 2026 in Review

Apella Capital increased its Southern Company (SO) stake by 7.9% in Q3 2026, buying an estimated $208K and bringing the position to 31,256 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #250.

Apella Capital first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.82M in Q2 2026. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Apella Capital held 31,256 shares of Southern Company worth $2.67M as of Q3 2026.
  • Apella Capital bought 2,288 Southern Company shares in Q3 2026, an estimated $208K.
  • Southern Company made up 0.03% of Apella Capital's portfolio in Q3 2026, its #250 holding.
  • Apella Capital first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
  • Apella Capital's Southern Company position peaked at $2.82M in Q2 2026.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.