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 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

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Financial's SO Position: Q2 2026 in Review

Apollon Financial increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $124K and bringing the position to 48,690 shares worth $4.66M. The position accounts for 0.55% of the portfolio, ranked #55.

Apollon Financial first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Apollon Financial held 48,690 shares of Southern Company worth $4.66M as of Q2 2026.
Apollon Financial bought 1,322 Southern Company shares in Q2 2026, an estimated $124K.
Southern Company made up 0.55% of Apollon Financial's portfolio in Q2 2026, its #55 holding.
Apollon Financial first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.