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Apexium Financial’s Southern Company SO Stock Holding History

Apexium Financial’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
2025
Q3 		$564K Sell
5,947
-10
-0.2% -$934 0.03% 181
2025
Q2 		$547K Buy
5,957
+334
+6% +$30K 0.03% 172
2025
Q1 		$517K Buy
5,623
+853
+18% +$73.8K 0.03% 170
2024
Q4 		$393K Buy
4,770
+300
+7% +$26.3K 0.02% 185
2024
Q3 		$403K Buy
4,470
+428
+11% +$36.6K 0.03% 160
2024
Q2 		$314K Buy
4,042
+572
+16% +$43.3K 0.02% 175
2024
Q1 		$249K Buy
3,470
+200
+6% +$13.8K 0.02% 194
2023
Q4 		$229K Hold
3,270
– – 0.02% 243
2023
Q3 		$212K Sell
3,270
-193
-6% -$13.4K 0.02% 197
2023
Q2 		$243K Sell
3,463
-378
-10% -$27.1K 0.02% 195
2023
Q1 		$267K Buy
3,841
+378
+11% +$25.5K 0.03% 181
2022
Q4 		$247K Hold
3,463
– – 0.03% 180
2022
Q3 		$235K Buy
+3,463
New +$262K 0.03% 178

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Apexium Financial's SO Position: Q3 2025 in Review

Apexium Financial reduced its Southern Company (SO) stake by 0.17% in Q3 2025, selling an estimated $934 and leaving 5,947 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #181.

Apexium Financial first reported a position in SO in Q3 2022 and has held it in 13 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Apexium Financial held 5,947 shares of Southern Company worth $564K as of Q3 2025.
  • Apexium Financial sold 10 Southern Company shares in Q3 2025, an estimated $934.
  • Southern Company made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #181 holding.
  • Apexium Financial first reported a position in Southern Company in Q3 2022 and has held it in 13 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.