AFCM
SO icon

Applied Finance Capital Management’s Southern Company SO Stock Holding History

Applied Finance Capital 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 		– Sell
-19,366
Closed -$1.87M – 259
2026
Q1 		$1.87M Sell
19,366
-1,388
-7% -$128K 0.14% 75
2025
Q4 		$1.81M Buy
20,754
+9,081
+78% +$829K 0.13% 72
2025
Q3 		$1.11M Sell
11,673
-1,023
-8% -$95.5K 0.08% 89
2025
Q2 		$1.17M Buy
+12,696
New +$1.14M 0.08% 101

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 $3.38T AUM 44.17% 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

Applied Finance Capital Management's SO Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 19,366 shares — an estimated $1.87M sold.

Applied Finance Capital Management first reported a position in SO in Q2 2025 and held it in 4 quarters. The position peaked at $1.87M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 19,366 Southern Company shares in Q2 2026, an estimated $1.87M.
  • Applied Finance Capital Management first reported a position in Southern Company in Q2 2025 and held it in 4 quarters.
  • Applied Finance Capital Management's Southern Company position peaked at $1.87M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.