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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
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% -$1.35K 0.27% 71
2021
Q4 		$298K Buy
+4,345
New +$277K 0.27% 71

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

Apricus Wealth's SO Position: Q2 2026 in Review

Apricus Wealth increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $34.8K and bringing the position to 33,747 shares worth $3.23M. The position accounts for 1.54% of the portfolio, ranked #33.

Apricus Wealth first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Apricus Wealth held 33,747 shares of Southern Company worth $3.23M as of Q2 2026.
  • Apricus Wealth bought 370 Southern Company shares in Q2 2026, an estimated $34.8K.
  • Southern Company made up 1.54% of Apricus Wealth's portfolio in Q2 2026, its #33 holding.
  • Apricus Wealth first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.