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SOSO
Showing 8 of 30 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in SOUTHERN CO/THE

Aptus Capital Advisors, LLC holds 342,150 shares of SO (SOUTHERN CO/THE), worth $32.7M as of 2026-Q2. The position was decreased (-10.2% shares). SO represents 0.2% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$32.7M

Current Shares

342,150

Total Value Change

+$8.6M

Total Shares Change

+74,781

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
342,150
-10.2%
$32.7M0.2%$95.71
0
2026-Q1
Decreased
381,106
-2.6%
$36.8M0.3%$96.79
0
2025-Q4
Increased
391,245
+2.6%
$34.1M0.2%$87.57
35
2025-Q3
Increased
381,350
+2.1%
$36.1M0.3%$93.14
35
2025-Q2
Increased
373,438
+12.1%
$34.3M0.3%$89.45
39
2025-Q1
Increased
333,193
+7.7%
$30.6M0.3%$88.93
37
2024-Q4
Increased
309,304
+15.7%
$25.5M0.3%$79.71
39
2024-Q3
Increased
267,369
+20.7%
$24.1M0.4%$86.47
41

Other major holders of SO: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, VANGUARD GROUP INC

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