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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 $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

Aptus Capital Advisors's SO Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Southern Company (SO) stake by 2.6% in Q1 2026, selling an estimated $938K and leaving 381,106 shares worth $36.8M. The position accounts for 0.29% of the portfolio, ranked #66.

Aptus Capital Advisors first reported a position in SO in Q4 2018 and has held it in 30 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Aptus Capital Advisors held 381,106 shares of Southern Company worth $36.8M as of Q1 2026.
  • Aptus Capital Advisors sold 10,139 Southern Company shares in Q1 2026, an estimated $938K.
  • Southern Company made up 0.29% of Aptus Capital Advisors's portfolio in Q1 2026, its #66 holding.
  • Aptus Capital Advisors first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.