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Aureus Asset Management’s Southern Company SO Stock Holding History

Aureus Asset 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 		$238K Sell
2,483
-1,980
-44% -$186K 0.01% 207
2026
Q1 		$431K Buy
+4,463
New +$413K 0.03% 164

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

Aureus Asset Management's SO Position: Q2 2026 in Review

Aureus Asset Management reduced its Southern Company (SO) stake by 44% in Q2 2026, selling an estimated $186K and leaving 2,483 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #207.

Aureus Asset Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $431K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Aureus Asset Management held 2,483 shares of Southern Company worth $238K as of Q2 2026.
  • Aureus Asset Management sold 1,980 Southern Company shares in Q2 2026, an estimated $186K.
  • Southern Company made up 0.01% of Aureus Asset Management's portfolio in Q2 2026, its #207 holding.
  • Aureus Asset Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Aureus Asset Management's Southern Company position peaked at $431K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.