Apricus Wealth
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Apricus Wealth’s Southern Company SO Stock Holding History

Apricus Wealth’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 		$2.97M Buy
35,812
+2,065
+6% +$188K 1.34% 36
2026
Q2 		$3.23M Buy
33,747
+370
+1% +$34.8K 1.54% 33
2026
Q1 		$3.22M Buy
33,377
+1,035
+3% +$95.7K 1.57% 31
2025
Q4 		$2.82M Buy
32,342
+1,632
+5% +$149K 1.44% 35
2025
Q3 		$2.91M Sell
30,710
-1,275
-4% -$119K 1.57% 30
2025
Q2 		$2.94M Sell
31,985
-70
-0.2% -$6.29K 1.71% 23
2025
Q1 		$2.95M Buy
32,055
+1,215
+4% +$105K 1.75% 23
2024
Q4 		$2.54M Sell
30,840
-450
-1% -$39.5K 1.65% 25
2024
Q3 		$2.82M Buy
31,290
+685
+2% +$58.5K 1.86% 20
2024
Q2 		$2.37M Buy
30,605
+915
+3% +$69.3K 1.7% 27
2024
Q1 		$2.13M Buy
29,690
+5,720
+24% +$395K 1.5% 31
2023
Q4 		$1.68M Buy
23,970
+16,865
+237% +$1.16M 1.28% 35
2023
Q3 		$473K Buy
7,105
+1,755
+33% +$122K 0.41% 52
2023
Q2 		$375K Buy
5,350
+25
+0.5% +$1.79K 0.33% 59
2023
Q1 		$371K Buy
5,325
+1,100
+26% +$74.1K 0.34% 58
2022
Q4 		$302K Buy
4,225
+300
+8% +$20.1K 0.27% 65
2022
Q3 		$267K Sell
3,925
-500
-11% -$37.9K 0.27% 69
2022
Q2 		$316K Buy
4,425
+100
+2% +$7.34K 0.29% 66
2022
Q1 		$331K Sell
4,325
-20
-0.5% -$1.36K 0.27% 71
2021
Q4 		$298K Buy
+4,345
New +$277K 0.27% 71

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apricus Wealth's SO Position: Q3 2026 in Review

Apricus Wealth increased its Southern Company (SO) stake by 6.1% in Q3 2026, buying an estimated $188K and bringing the position to 35,812 shares worth $2.97M. The position accounts for 1.34% of the portfolio, ranked #36.

Apricus Wealth first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.23M in Q2 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Apricus Wealth held 35,812 shares of Southern Company worth $2.97M as of Q3 2026.
  • Apricus Wealth bought 2,065 Southern Company shares in Q3 2026, an estimated $188K.
  • Southern Company made up 1.34% of Apricus Wealth's portfolio in Q3 2026, its #36 holding.
  • Apricus Wealth first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Apricus Wealth's Southern Company position peaked at $3.23M in Q2 2026.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.