Apollon Financial
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Apollon Financial’s Southern Company SO Stock Holding History

Apollon 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
2026
Q3 		$4.04M Buy
48,786
+96
+0.2% +$8.75K 0.46% 58
2026
Q2 		$4.66M Buy
48,690
+1,322
+3% +$124K 0.55% 55
2026
Q1 		$4.57M Buy
47,368
+13
+0% +$1.2K 0.63% 46
2025
Q4 		$4.13M Buy
47,355
+1,159
+3% +$106K 0.6% 44
2025
Q3 		$4.38M Buy
46,196
+184
+0.4% +$17.2K 0.73% 34
2025
Q2 		$4.23M Buy
46,012
+700
+2% +$62.9K 0.88% 29
2025
Q1 		$4.17M Sell
45,312
-505
-1% -$43.7K 0.98% 26
2024
Q4 		$3.77M Buy
+45,817
New +$4.02M 0.93% 24

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Apollon Financial's SO Position: Q3 2026 in Review

Apollon Financial increased its Southern Company (SO) stake by 0.2% in Q3 2026, buying an estimated $8.75K and bringing the position to 48,786 shares worth $4.04M. The position accounts for 0.46% of the portfolio, ranked #58.

Apollon Financial first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.66M in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Apollon Financial held 48,786 shares of Southern Company worth $4.04M as of Q3 2026.
  • Apollon Financial bought 96 Southern Company shares in Q3 2026, an estimated $8.75K.
  • Southern Company made up 0.46% of Apollon Financial's portfolio in Q3 2026, its #58 holding.
  • Apollon Financial first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
  • Apollon Financial's Southern Company position peaked at $4.66M in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.