Aurora Investment Counsel’s Southern Company SO Stock Holding History

Aurora Investment Counsel’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	$2.69M	Sell	27,890 -1,329	-5%	-$123K	1.49%	8
2025 Q4	$2.55M	Buy	29,219 +1,352	+5%	+$123K	1.34%	20
2025 Q3	$2.64M	Sell	27,867 -150	-0.5%	-$14K	1.38%	16
2025 Q2	$2.57M	Buy	28,017 +513	+2%	+$46.1K	1.36%	14
2025 Q1	$2.53M	Buy	+27,504	New	+$2.38M	1.4%	15
2014 Q4	–	Sell	-6,358	Closed	-$278K	–	106
2014 Q3	$278K	Hold	6,358	–	–	0.18%	105
2014 Q2	$289K	Hold	6,358	–	–	0.18%	99
2014 Q1	$279K	Sell	6,358 -500	-7%	-$21K	0.18%	100
2013 Q4	$282K	Sell	6,858 -2,610	-28%	-$108K	0.19%	99
2013 Q3	$390K	Hold	9,468	–	–	0.28%	91
2013 Q2	$408K	Buy	+9,468	New	+$435K	0.32%	90

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aurora Investment Counsel's SO Position: Q1 2026 in Review

Aurora Investment Counsel reduced its Southern Company (SO) stake by 4.5% in Q1 2026, selling an estimated $123K and leaving 27,890 shares worth $2.69M. The position accounts for 1.49% of the portfolio, ranked #8.

Aurora Investment Counsel first reported a position in SO in Q2 2013 and has held it in 11 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Aurora Investment Counsel held 27,890 shares of Southern Company worth $2.69M as of Q1 2026.
Aurora Investment Counsel sold 1,329 Southern Company shares in Q1 2026, an estimated $123K.
Southern Company made up 1.49% of Aurora Investment Counsel's portfolio in Q1 2026, its #8 holding.
Aurora Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 11 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aurora Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.