AWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aprio Wealth Management's SO Position: Q1 2026 in Review

Aprio Wealth Management increased its Southern Company (SO) stake by 5.8% in Q1 2026, buying an estimated $110K and bringing the position to 21,692 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #121.

Aprio Wealth Management first reported a position in SO in Q2 2022 and has held it in 12 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Aprio Wealth Management held 21,692 shares of Southern Company worth $2.09M as of Q1 2026.
  • Aprio Wealth Management bought 1,194 Southern Company shares in Q1 2026, an estimated $110K.
  • Southern Company made up 0.11% of Aprio Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Aprio Wealth Management first reported a position in Southern Company in Q2 2022 and has held it in 12 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.