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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aspiriant LLC's SO Position: Q1 2026 in Review

Aspiriant LLC increased its Southern Company (SO) stake by 10% in Q1 2026, buying an estimated $42.6K and bringing the position to 4,928 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #224.

Aspiriant LLC first reported a position in SO in Q1 2016 and has held it in 11 quarters since. The position peaked at $870K in Q3 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Aspiriant LLC held 4,928 shares of Southern Company worth $476K as of Q1 2026.
Aspiriant LLC bought 460 Southern Company shares in Q1 2026, an estimated $42.6K.
Southern Company made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #224 holding.
Aspiriant LLC first reported a position in Southern Company in Q1 2016 and has held it in 11 quarters since.
Aspiriant LLC's Southern Company position peaked at $870K in Q3 2016.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.