Aptus Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.7M | Sell |
342,150
-38,956
| -10% | -$3.67M | 0.22% | 88 |
|
|
2026
Q1 | $36.8M | Sell |
381,106
-10,139
| -3% | -$938K | 0.29% | 66 |
|
|
2025
Q4 | $34.1M | Buy |
391,245
+9,895
| +3% | +$903K | 0.24% | 79 |
|
|
2025
Q3 | $36.1M | Buy |
381,350
+7,912
| +2% | +$739K | 0.26% | 79 |
|
|
2025
Q2 | $34.3M | Buy |
373,438
+40,245
| +12% | +$3.61M | 0.28% | 71 |
|
|
2025
Q1 | $30.6M | Buy |
333,193
+23,889
| +8% | +$2.07M | 0.32% | 67 |
|
|
2024
Q4 | $25.5M | Buy |
309,304
+41,935
| +16% | +$3.68M | 0.27% | 78 |
|
|
2024
Q3 | $24.1M | Buy |
267,369
+45,936
| +21% | +$3.92M | 0.36% | 67 |
|
|
2024
Q2 | $17.2M | Buy |
221,433
+39,294
| +22% | +$2.98M | 0.3% | 77 |
|
|
2024
Q1 | $13.1M | Buy |
182,139
+18,624
| +11% | +$1.29M | 0.24% | 87 |
|
|
2023
Q4 | $11.5M | Sell |
163,515
-11,991
| -7% | -$823K | 0.31% | 79 |
|
|
2023
Q3 | $11.4M | Buy |
175,506
+9,192
| +6% | +$638K | 0.31% | 75 |
|
|
2023
Q2 | $11.7M | Sell |
166,314
-8,946
| -5% | -$642K | 0.28% | 80 |
|
|
2023
Q1 | $12.2M | Sell |
175,260
-7,956
| -4% | -$536K | 0.33% | 66 |
|
|
2022
Q4 | $13.1M | Buy |
183,216
+129,213
| +239% | +$8.64M | 0.4% | 50 |
|
|
2022
Q3 | $3.67M | Buy |
54,003
+3,236
| +6% | +$245K | 0.09% | 135 |
|
|
2022
Q2 | $3.62M | Buy |
50,767
+2,765
| +6% | +$203K | 0.09% | 126 |
|
|
2022
Q1 | $3.48M | Buy |
48,002
+13,100
| +38% | +$887K | 0.09% | 131 |
|
|
2021
Q4 | $2.39M | Sell |
34,902
-3,252
| -9% | -$207K | 0.07% | 178 |
|
|
2021
Q3 | $2.36M | Buy |
38,154
+7,693
| +25% | +$495K | 0.06% | 146 |
|
|
2021
Q2 | $1.84M | Buy |
30,461
+5,613
| +23% | +$359K | 0.05% | 150 |
|
|
2021
Q1 | $1.54M | Buy |
24,848
+359
| +1% | +$21.5K | 0.06% | 155 |
|
|
2020
Q4 | $1.5M | Sell |
24,489
-1,996
| -8% | -$120K | 0.07% | 130 |
|
|
2020
Q3 | $1.44M | Buy |
26,485
+720
| +3% | +$38.5K | 0.08% | 128 |
|
|
2020
Q2 | $1.33M | Buy |
25,765
+28
| +0.1% | +$1.56K | 0.08% | 118 |
|
|
2020
Q1 | $1.39M | Sell |
25,737
-1,178
| -4% | -$74.6K | 0.12% | 117 |
|
|
2019
Q4 | $1.71M | Buy |
26,915
+2,880
| +12% | +$178K | 0.12% | 153 |
|
|
2019
Q3 | $1.48M | Buy |
24,035
+142
| +0.6% | +$8.23K | 0.08% | 142 |
|
|
2019
Q2 | $1.32M | Buy |
23,893
+640
| +3% | +$34.3K | 0.19% | 109 |
|
|
2019
Q1 | $1.2M | Buy |
23,253
+2,975
| +15% | +$146K | 0.21% | 104 |
|
|
2018
Q4 | $890K | Buy |
+20,278
| New | +$922K | 0.23% | 67 |
|
Other funds holding SO
Aptus Capital Advisors's SO Position: Q2 2026 in Review
Aptus Capital Advisors reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $3.67M and leaving 342,150 shares worth $32.7M. The position accounts for 0.22% of the portfolio, ranked #88.
Aptus Capital Advisors first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $36.8M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Aptus Capital Advisors held 342,150 shares of Southern Company worth $32.7M as of Q2 2026.
- Aptus Capital Advisors sold 38,956 Southern Company shares in Q2 2026, an estimated $3.67M.
- Southern Company made up 0.22% of Aptus Capital Advisors's portfolio in Q2 2026, its #88 holding.
- Aptus Capital Advisors first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
- Aptus Capital Advisors's Southern Company position peaked at $36.8M in Q1 2026.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.