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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Aspiriant LLC's SO Position: Q2 2026 in Review

Aspiriant LLC increased its Southern Company (SO) stake by 3.9% in Q2 2026, buying an estimated $18K and bringing the position to 5,119 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #248.

Aspiriant LLC first reported a position in SO in Q1 2016 and has held it in 12 quarters since. The position peaked at $870K in Q3 2016. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Aspiriant LLC held 5,119 shares of Southern Company worth $490K as of Q2 2026.
Aspiriant LLC bought 191 Southern Company shares in Q2 2026, an estimated $18K.
Southern Company made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #248 holding.
Aspiriant LLC first reported a position in Southern Company in Q1 2016 and has held it in 12 quarters since.
Aspiriant LLC's Southern Company position peaked at $870K in Q3 2016.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.