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Apollon Wealth Management’s Southern Company SO Stock Holding History

Apollon Wealth Management’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 		$6.29M Buy
65,680
+720
+1% +$67.8K 0.08% 213
2026
Q1 		$6.27M Sell
64,960
-4,078
-6% -$377K 0.1% 180
2025
Q4 		$6.02M Sell
69,038
-17,111
-20% -$1.56M 0.1% 173
2025
Q3 		$8.16M Buy
86,149
+1,065
+1% +$99.4K 0.15% 133
2025
Q2 		$7.81M Buy
85,084
+11,705
+16% +$1.05M 0.15% 126
2025
Q1 		$6.75M Buy
73,379
+484
+0.7% +$41.9K 0.15% 131
2024
Q4 		$6M Buy
72,895
+16,228
+29% +$1.42M 0.14% 130
2024
Q3 		$5.11M Buy
56,667
+7,588
+15% +$648K 0.14% 128
2024
Q2 		$3.81M Buy
49,079
+2,919
+6% +$221K 0.12% 158
2024
Q1 		$3.31M Sell
46,160
-2,916
-6% -$201K 0.1% 175
2023
Q4 		$3.44M Buy
49,076
+13,253
+37% +$910K 0.12% 160
2023
Q3 		$2.32M Sell
35,823
-4,082
-10% -$283K 0.12% 163
2023
Q2 		$2.8M Buy
39,905
+13,939
+54% +$1,000K 0.14% 160
2023
Q1 		$1.81M Buy
25,966
+4,141
+19% +$279K 0.11% 195
2022
Q4 		$1.56M Buy
21,825
+1,656
+8% +$111K 0.11% 196
2022
Q3 		$1.37M Buy
20,169
+1,140
+6% +$86.4K 0.11% 195
2022
Q2 		$1.36M Buy
19,029
+853
+5% +$62.6K 0.11% 199
2022
Q1 		$1.32M Sell
18,176
-6,129
-25% -$415K 0.09% 223
2021
Q4 		$1.67M Buy
24,305
+18,896
+349% +$1.2M 0.12% 183
2021
Q3 		$335K Buy
5,409
+693
+15% +$44.6K 0.05% 328
2021
Q2 		$285K Sell
4,716
-959
-17% -$61.3K 0.05% 294
2021
Q1 		$353K Buy
+5,675
New +$340K 0.07% 247
2020
Q3 		– Sell
-359
Closed -$19K – 609
2020
Q2 		$19K Buy
+359
New +$20K 0.01% 382

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Apollon Wealth Management's SO Position: Q2 2026 in Review

Apollon Wealth Management increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $67.8K and bringing the position to 65,680 shares worth $6.29M. The position accounts for 0.08% of the portfolio, ranked #213.

Apollon Wealth Management first reported a position in SO in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.16M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Apollon Wealth Management held 65,680 shares of Southern Company worth $6.29M as of Q2 2026.
  • Apollon Wealth Management bought 720 Southern Company shares in Q2 2026, an estimated $67.8K.
  • Southern Company made up 0.08% of Apollon Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Apollon Wealth Management first reported a position in Southern Company in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's Southern Company position peaked at $8.16M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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