Aquatic Capital Management’s Southern Company SO Stock Holding History

Aquatic Capital 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 Q2	–	Sell	-17,330	Closed	-$1.67M	–	1698
2026 Q1	$1.67M	Buy	+17,330	New	+$1.6M	0.05%	425
2025 Q4	–	Sell	-147,459	Closed	-$14M	–	1748
2025 Q3	$14M	Buy	+147,459	New	+$13.8M	0.26%	91
2025 Q2	–	Sell	-43,051	Closed	-$3.96M	–	1514
2025 Q1	$3.96M	Buy	43,051 +20,860	+94%	+$1.81M	0.1%	262
2024 Q4	$1.83M	Buy	+22,191	New	+$1.95M	0.05%	396
2022 Q4	–	Sell	-64,500	Closed	-$4.39M	–	1793
2022 Q3	$4.39M	Buy	+64,500	New	+$4.89M	0.43%	50

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aquatic Capital Management's SO Position: Q2 2026 in Review

Aquatic Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 17,330 shares — an estimated $1.67M sold.

Aquatic Capital Management first reported a position in SO in Q3 2022 and held it in 5 quarters. The position peaked at $14M in Q3 2025. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Aquatic Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 17,330 Southern Company shares in Q2 2026, an estimated $1.67M.
Aquatic Capital Management first reported a position in Southern Company in Q3 2022 and held it in 5 quarters.
Aquatic Capital Management's Southern Company position peaked at $14M in Q3 2025.
2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.