Aprio Wealth Management
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Aprio Wealth Management’s Southern Company SO Stock Holding History

Aprio 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
Q3 		$2.15M Sell
25,931
-196
-0.8% -$17.9K 0.1% 148
2026
Q2 		$2.5M Buy
26,127
+4,435
+20% +$418K 0.12% 124
2026
Q1 		$2.09M Buy
21,692
+1,194
+6% +$110K 0.11% 121
2025
Q4 		$1.82M Buy
20,498
+4,677
+30% +$427K 0.1% 133
2025
Q3 		$1.5M Buy
15,821
+1,879
+13% +$175K 0.15% 94
2025
Q2 		$1.28M Sell
13,942
-58
-0.4% -$5.21K 0.14% 93
2025
Q1 		$1.29M Buy
14,000
+2,660
+23% +$230K 0.16% 86
2024
Q4 		$933K Buy
11,340
+3,364
+42% +$295K 0.14% 89
2024
Q3 		$719K Buy
7,976
+40
+0.5% +$3.42K 0.12% 99
2024
Q2 		$616K Buy
7,936
+3,999
+102% +$303K 0.11% 100
2024
Q1 		$282K Sell
3,937
-702
-15% -$48.5K 0.06% 168
2023
Q4 		$325K Buy
4,639
+879
+23% +$60.4K 0.07% 125
2023
Q3 		$243K Buy
+3,760
New +$261K 0.07% 138
2022
Q3 		– Sell
-3,701
Closed -$264K – 122
2022
Q2 		$264K Buy
+3,701
New +$272K 0.11% 84

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Aprio Wealth Management's SO Position: Q3 2026 in Review

Aprio Wealth Management reduced its Southern Company (SO) stake by 0.75% in Q3 2026, selling an estimated $17.9K and leaving 25,931 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #148.

Aprio Wealth Management first reported a position in SO in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.5M in Q2 2026. 1,486 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Aprio Wealth Management held 25,931 shares of Southern Company worth $2.15M as of Q3 2026.
  • Aprio Wealth Management sold 196 Southern Company shares in Q3 2026, an estimated $17.9K.
  • Southern Company made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Aprio Wealth Management first reported a position in Southern Company in Q2 2022 and has held it in 14 quarters since.
  • Aprio Wealth Management's Southern Company position peaked at $2.5M in Q2 2026.
  • 1,486 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.