ACG
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Aventail Capital Group’s Southern Company SO Stock Holding History

Aventail Capital Group’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 		$30.8M Sell
319,217
-264,456
-45% -$24.5M 1.49% 12
2025
Q4 		$50.9M Sell
583,673
-105,092
-15% -$9.59M 2.93% 10
2025
Q3 		$65.3M Hold
688,765
– – 3.1% 5
2025
Q2 		$63.2M Buy
688,765
+571,073
+485% +$51.3M 2.81% 8
2025
Q1 		$10.8M Hold
117,692
– – 0.54% 48
2024
Q4 		$9.69M Buy
117,692
+67,692
+135% +$5.94M 0.51% 53
2024
Q3 		$4.51M Sell
50,000
-14,292
-22% -$1.22M 0.27% 60
2024
Q2 		$4.99M Buy
+64,292
New +$4.87M 0.35% 62
2023
Q4 		– Sell
-181,799
Closed -$11.8M – 88
2023
Q3 		$11.8M Buy
+181,799
New +$12.6M 0.82% 35

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