Aurdan Capital Management’s Southern Company SO Stock Holding History

Aurdan 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	$300K	Sell	3,139 -8	-0.3%	-$753	0.08%	81
2026 Q1	$304K	Buy	3,147 +8	+0.3%	+$740	0.09%	77
2025 Q4	$274K	Hold	3,139	–	–	0.08%	80
2025 Q3	$297K	Hold	3,139	–	–	0.09%	79
2025 Q2	$288K	Hold	3,139	–	–	0.1%	79
2025 Q1	$289K	Hold	3,139	–	–	0.11%	74
2024 Q4	$258K	Buy	+3,139	New	+$275K	0.1%	77

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Aurdan Capital Management reduced its Southern Company (SO) stake by 0.25% in Q2 2026, selling an estimated $753 and leaving 3,139 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #81.

Aurdan Capital Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q1 2026. 1,154 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Aurdan Capital Management held 3,139 shares of Southern Company worth $300K as of Q2 2026.
Aurdan Capital Management sold 8 Southern Company shares in Q2 2026, an estimated $753.
Southern Company made up 0.08% of Aurdan Capital Management's portfolio in Q2 2026, its #81 holding.
Aurdan Capital Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Aurdan Capital Management's Southern Company position peaked at $304K in Q1 2026.
1,154 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.