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Aster Capital Management’s Southern Company SO Stock Holding History

Aster Capital Management’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 		$174K Sell
1,892
-1,023
-35% -$94.6K 0.06% 254
2025
Q4 		$254K Buy
2,915
+2,542
+682% +$232K 0.11% 175
2025
Q3 		$35.3K Buy
+373
New +$34.8K 0.02% 566
2025
Q2 		– Sell
-5,139
Closed -$461K – 1533
2025
Q1 		$461K Buy
5,139
+1,909
+59% +$165K 0.09% 302
2024
Q4 		$266K Buy
+3,230
New +$283K 0.1% 242

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aster Capital Management's SO Position: Q1 2026 in Review

Aster Capital Management reduced its Southern Company (SO) stake by 35% in Q1 2026, selling an estimated $94.6K and leaving 1,892 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #254.

Aster Capital Management first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $461K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Aster Capital Management held 1,892 shares of Southern Company worth $174K as of Q1 2026.
  • Aster Capital Management sold 1,023 Southern Company shares in Q1 2026, an estimated $94.6K.
  • Southern Company made up 0.06% of Aster Capital Management's portfolio in Q1 2026, its #254 holding.
  • Aster Capital Management first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
  • Aster Capital Management's Southern Company position peaked at $461K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.