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Aptus Capital Advisors’s Southern Company SO Stock Holding History

Aptus Capital Advisors’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
2023
Q3 		– Sell
-1,700,000
Closed -$119M – 929
2023
Q2 		$119M Buy
+1,700,000
New +$122M 2.86% 5
2019
Q1 		– Sell
-1,401
Closed -$302K – 325
2018
Q4 		$302K Buy
+1,401
New +$63.7K 0.08% 85

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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. 2,359 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.
  • 2,359 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.