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Aspen Grove Capital’s Southern Company SO Stock Holding History

Aspen Grove Capital’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 		$319K Buy
3,336
+2
+0.1% +$188 0.05% 155
2026
Q1 		$322K Buy
3,334
+174
+6% +$16.1K 0.06% 132
2025
Q4 		$276K Sell
3,160
-118
-4% -$10.8K 0.05% 152
2025
Q3 		$311K Sell
3,278
-234
-7% -$21.8K 0.05% 140
2025
Q2 		$323K Sell
3,512
-21
-0.6% -$1.89K 0.05% 157
2025
Q1 		$325K Buy
3,533
+111
+3% +$9.61K 0.06% 153
2024
Q4 		$282K Hold
3,422
– – 0.06% 154
2024
Q3 		$309K Buy
3,422
+2
+0.1% +$171 0.07% 143
2024
Q2 		$265K Buy
3,420
+2
+0.1% +$152 0.06% 160
2024
Q1 		$245K Sell
3,418
-33
-1% -$2.28K 0.07% 166
2023
Q4 		$240K Buy
3,451
+170
+5% +$11.7K 0.07% 149
2023
Q3 		$212K Sell
3,281
-1,684
-34% -$117K 0.08% 151
2023
Q2 		$349K Buy
4,965
+1,921
+63% +$138K 0.11% 132
2023
Q1 		$212K Buy
3,044
+47
+2% +$3.17K 0.09% 135
2022
Q4 		$214K Buy
+2,997
New +$200K 0.1% 140

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 $3.38T AUM 44.17% 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

Aspen Grove Capital's SO Position: Q2 2026 in Review

Aspen Grove Capital increased its Southern Company (SO) stake by 0.06% in Q2 2026, buying an estimated $188 and bringing the position to 3,336 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #155.

Aspen Grove Capital first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $349K in Q2 2023. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Aspen Grove Capital held 3,336 shares of Southern Company worth $319K as of Q2 2026.
  • Aspen Grove Capital bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.05% of Aspen Grove Capital's portfolio in Q2 2026, its #155 holding.
  • Aspen Grove Capital first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Aspen Grove Capital's Southern Company position peaked at $349K in Q2 2023.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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