AP
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Aspect Partners’s Southern Company SO Stock Holding History

Aspect Partners’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 		$12.3K Hold
129
– – ﹤0.01% 249
2026
Q1 		$12.5K Hold
129
– – 0.01% 232
2025
Q4 		$11.2K Sell
129
-130
-50% -$11.9K ﹤0.01% 250
2025
Q3 		$24.5K Buy
259
+4
+2% +$373 0.01% 202
2025
Q2 		$23.4K Buy
255
+140
+122% +$12.6K 0.01% 198
2025
Q1 		$10.6K Hold
115
– – 0.01% 258
2024
Q4 		$9.47K Buy
115
+1
+0.9% +$88 0.01% 293
2024
Q3 		$10.3K Hold
114
– – 0.01% 267
2024
Q2 		$8.84K Hold
114
– – 0.01% 283
2024
Q1 		$8.18K Hold
114
– – 0.01% 290
2023
Q4 		$7.99K Buy
+114
New +$7.83K 0.01% 280

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

Aspect Partners's SO Position: Q2 2026 in Review

Aspect Partners held its Southern Company (SO) position steady in Q2 2026 at 129 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Aspect Partners first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.5K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Aspect Partners held 129 shares of Southern Company worth $12.3K as of Q2 2026.
  • Aspect Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #249 holding.
  • Aspect Partners first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Southern Company position peaked at $24.5K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.