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BW Gestao de Investimentos’s Southern Company SO Stock Holding History

BW Gestao de Investimentos’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 		$18.5M Sell
193,731
-15,561
-7% -$1.47M 0.37% 39
2026
Q1 		$20.2M Buy
+209,292
New +$19.4M 0.67% 24
2024
Q2 		– Sell
-60,000
Closed -$4.3M – 109
2024
Q1 		$4.3M Buy
+60,000
New +$4.14M 0.13% 74

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

BW Gestao de Investimentos's SO Position: Q2 2026 in Review

BW Gestao de Investimentos reduced its Southern Company (SO) stake by 7.4% in Q2 2026, selling an estimated $1.47M and leaving 193,731 shares worth $18.5M. The position accounts for 0.37% of the portfolio, ranked #39.

BW Gestao de Investimentos first reported a position in SO in Q1 2024 and has held it in 3 quarters since. The position peaked at $20.2M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BW Gestao de Investimentos held 193,731 shares of Southern Company worth $18.5M as of Q2 2026.
  • BW Gestao de Investimentos sold 15,561 Southern Company shares in Q2 2026, an estimated $1.47M.
  • Southern Company made up 0.37% of BW Gestao de Investimentos's portfolio in Q2 2026, its #39 holding.
  • BW Gestao de Investimentos first reported a position in Southern Company in Q1 2024 and has held it in 3 quarters since.
  • BW Gestao de Investimentos's Southern Company position peaked at $20.2M in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.