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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
Q2 		– Sell
-1,892
Closed -$174K – 1233
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 $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 $3.37T AUM 44.26% 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

Aster Capital Management's SO Position: Q2 2026 in Review

Aster Capital Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 1,892 shares — an estimated $174K sold.

Aster Capital Management first reported a position in SO in Q4 2024 and held it in 5 quarters. The position peaked at $461K in Q1 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Aster Capital Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Aster Capital Management sold 1,892 Southern Company shares in Q2 2026, an estimated $174K.
  • Aster Capital Management first reported a position in Southern Company in Q4 2024 and held it in 5 quarters.
  • Aster Capital Management's Southern Company position peaked at $461K in Q1 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aster Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.