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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Apella Capital's SO Position: Q2 2026 in Review

Apella Capital increased its Southern Company (SO) stake by 9.5% in Q2 2026, buying an estimated $236K and bringing the position to 28,968 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #229.

Apella Capital first reported a position in SO in Q2 2023 and has held it in 12 quarters since. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Apella Capital held 28,968 shares of Southern Company worth $2.82M as of Q2 2026.
  • Apella Capital bought 2,511 Southern Company shares in Q2 2026, an estimated $236K.
  • Southern Company made up 0.04% of Apella Capital's portfolio in Q2 2026, its #229 holding.
  • Apella Capital first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.