Aspiriant LLC’s Southern Company SO Stock Holding History

Aspiriant LLC’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 Q3	$330K	Sell	3,978 -1,141	-22%	-$104K	0.01%	302
2026 Q2	$490K	Buy	5,119 +191	+4%	+$18K	0.01%	248
2026 Q1	$476K	Buy	4,928 +460	+10%	+$42.6K	0.01%	224
2025 Q4	$390K	Buy	+4,468	New	+$408K	0.01%	244
2018 Q3	–	Sell	-4,942	Closed	-$229K	–	257
2018 Q2	$229K	Sell	4,942 -3,046	-38%	-$136K	0.02%	229
2018 Q1	$357K	Buy	+7,988	New	+$355K	0.03%	175
2017 Q4	–	Sell	-10,797	Closed	-$531K	–	165
2017 Q3	$531K	Sell	10,797 -1,584	-13%	-$76.8K	0.04%	137
2017 Q2	$593K	Sell	12,381 -1,317	-10%	-$66K	0.05%	136
2017 Q1	$682K	Sell	13,698 -2,187	-14%	-$108K	0.06%	134
2016 Q4	$781K	Sell	15,885 -1,076	-6%	-$52.9K	0.07%	119
2016 Q3	$870K	Buy	16,961 +2,205	+15%	+$116K	0.09%	111
2016 Q2	$625K	Sell	14,756 -1,713	-10%	-$86.2K	0.06%	126
2016 Q1	$852K	Buy	+16,469	New	+$802K	0.08%	108

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Aspiriant LLC's SO Position: Q3 2026 in Review

Aspiriant LLC reduced its Southern Company (SO) stake by 22% in Q3 2026, selling an estimated $104K and leaving 3,978 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #302.

Aspiriant LLC first reported a position in SO in Q1 2016 and has held it in 13 quarters since. The position peaked at $870K in Q3 2016. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Aspiriant LLC held 3,978 shares of Southern Company worth $330K as of Q3 2026.
Aspiriant LLC sold 1,141 Southern Company shares in Q3 2026, an estimated $104K.
Southern Company made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #302 holding.
Aspiriant LLC first reported a position in Southern Company in Q1 2016 and has held it in 13 quarters since.
Aspiriant LLC's Southern Company position peaked at $870K in Q3 2016.
681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.