AP
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Appleton Partners’s Southern Company SO Stock Holding History

Appleton Partners’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 		$323K Hold
3,375
– – 0.02% 239
2026
Q1 		$326K Hold
3,375
– – 0.02% 225
2025
Q4 		$294K Hold
3,375
– – 0.02% 236
2025
Q3 		$320K Sell
3,375
-48
-1% -$4.48K 0.02% 226
2025
Q2 		$314K Sell
3,423
-773
-18% -$69.4K 0.02% 220
2025
Q1 		$386K Hold
4,196
– – 0.03% 201
2024
Q4 		$345K Sell
4,196
-24
-0.6% -$2.11K 0.03% 210
2024
Q3 		$381K Hold
4,220
– – 0.03% 199
2024
Q2 		$327K Sell
4,220
-136
-3% -$10.3K 0.03% 210
2024
Q1 		$312K Sell
4,356
-1,300
-23% -$89.7K 0.02% 222
2023
Q4 		$397K Sell
5,656
-54
-0.9% -$3.71K 0.03% 211
2023
Q3 		$370K Sell
5,710
-198
-3% -$13.7K 0.03% 222
2023
Q2 		$415K Sell
5,908
-281
-5% -$20.2K 0.04% 215
2023
Q1 		$431K Buy
6,189
+502
+9% +$33.8K 0.04% 218
2022
Q4 		$406K Hold
5,687
– – 0.04% 223
2022
Q3 		$387K Buy
+5,687
New +$431K 0.04% 224
2022
Q1 		– Sell
-3,013
Closed -$207K – 316
2021
Q4 		$207K Buy
+3,013
New +$192K 0.02% 303
2021
Q2 		– Sell
-3,273
Closed -$203K – 291
2021
Q1 		$203K Sell
3,273
-528
-14% -$31.6K 0.02% 277
2020
Q4 		$233K Sell
3,801
-179
-4% -$10.8K 0.02% 256
2020
Q3 		$216K Buy
3,980
+119
+3% +$6.36K 0.02% 254
2020
Q2 		$200K Sell
3,861
-989
-20% -$55K 0.02% 251
2020
Q1 		$263K Sell
4,850
-180
-4% -$11.4K 0.04% 227
2019
Q4 		$320K Buy
5,030
+150
+3% +$9.29K 0.04% 234
2019
Q3 		$301K Sell
4,880
-225
-4% -$13K 0.04% 235
2019
Q2 		$282K Buy
5,105
+900
+21% +$48.2K 0.03% 240
2019
Q1 		$217K Sell
4,205
-1,100
-21% -$53.9K 0.03% 251
2018
Q4 		$233K Sell
5,305
-200
-4% -$9.09K 0.03% 237
2018
Q3 		$240K Sell
5,505
-490
-8% -$22.6K 0.03% 240
2018
Q2 		$278K Sell
5,995
-1,257
-17% -$56.3K 0.04% 227
2018
Q1 		$324K Sell
7,252
-2,606
-26% -$116K 0.05% 213
2017
Q4 		$474K Sell
9,858
-300
-3% -$15.3K 0.07% 181
2017
Q3 		$499K Buy
10,158
+167
+2% +$8.1K 0.08% 166
2017
Q2 		$478K Sell
9,991
-192
-2% -$9.63K 0.08% 171
2017
Q1 		$507K Sell
10,183
-965
-9% -$47.7K 0.09% 163
2016
Q4 		$548K Sell
11,148
-1,625
-13% -$79.8K 0.11% 142
2016
Q3 		$655K Buy
12,773
+125
+1% +$6.58K 0.12% 142
2016
Q2 		$678K Buy
12,648
+144
+1% +$7.24K 0.14% 121
2016
Q1 		$647K Buy
12,504
+590
+5% +$28.7K 0.13% 128
2015
Q4 		$557K Buy
11,914
+860
+8% +$39K 0.11% 139
2015
Q3 		$494K Sell
11,054
-1,545
-12% -$67.8K 0.11% 133
2015
Q2 		$528K Sell
12,599
-406
-3% -$17.7K 0.12% 119
2015
Q1 		$576K Buy
13,005
+6,840
+111% +$325K 0.13% 116
2014
Q4 		$303K Buy
6,165
+825
+15% +$39K 0.07% 150
2014
Q3 		$233K Buy
+5,340
New +$235K 0.05% 167

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
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's SO Position: Q2 2026 in Review

Appleton Partners held its Southern Company (SO) position steady in Q2 2026 at 3,375 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #239.

Appleton Partners first reported a position in SO in Q3 2014 and has held it in 44 quarters since. The position peaked at $678K in Q2 2016. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Appleton Partners held 3,375 shares of Southern Company worth $323K as of Q2 2026.
  • Appleton Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #239 holding.
  • Appleton Partners first reported a position in Southern Company in Q3 2014 and has held it in 44 quarters since.
  • Appleton Partners's Southern Company position peaked at $678K in Q2 2016.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.