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 Q2	$2.57M	Sell	26,807 -1,083	-4%	-$102K	1.32%	14
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aurora Investment Counsel's SO Position: Q2 2026 in Review

Aurora Investment Counsel reduced its Southern Company (SO) stake by 3.9% in Q2 2026, selling an estimated $102K and leaving 26,807 shares worth $2.57M. The position accounts for 1.32% of the portfolio, ranked #14.

Aurora Investment Counsel first reported a position in SO in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.69M in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Aurora Investment Counsel held 26,807 shares of Southern Company worth $2.57M as of Q2 2026.
Aurora Investment Counsel sold 1,083 Southern Company shares in Q2 2026, an estimated $102K.
Southern Company made up 1.32% of Aurora Investment Counsel's portfolio in Q2 2026, its #14 holding.
Aurora Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 12 quarters since.
Aurora Investment Counsel's Southern Company position peaked at $2.69M in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aurora Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.