Gabelli Funds’s Southern Company SO Stock Holding History

Gabelli Funds’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	$40M	Buy	417,952 +20,350	+5%	+$1.92M	0.26%	101
2026 Q1	$38.4M	Sell	397,602 -600	-0.2%	-$55.5K	0.26%	99
2025 Q4	$34.7M	Sell	398,202 -3,298	-0.8%	-$301K	0.24%	108
2025 Q3	$38.1M	Sell	401,500 -3,050	-0.8%	-$285K	0.26%	98
2025 Q2	$37.1M	Sell	404,550 -6,409	-2%	-$576K	0.26%	93
2025 Q1	$37.8M	Sell	410,959 -8,491	-2%	-$735K	0.29%	86
2024 Q4	$34.5M	Sell	419,450 -3,050	-0.7%	-$268K	0.26%	100
2024 Q3	$38.1M	Sell	422,500 -8,350	-2%	-$713K	0.27%	96
2024 Q2	$33.4M	Sell	430,850 -2,000	-0.5%	-$152K	0.25%	104
2024 Q1	$31.1M	Sell	432,850 -10,100	-2%	-$697K	0.23%	112
2023 Q4	$31.1M	Sell	442,950 -16,050	-3%	-$1.1M	0.24%	115
2023 Q3	$29.7M	Buy	459,000 +2,300	+0.5%	+$160K	0.24%	113
2023 Q2	$32.1M	Sell	456,700 -800	-0.2%	-$57.4K	0.24%	107
2023 Q1	$31.8M	Buy	457,500 +4,200	+0.9%	+$283K	0.24%	110
2022 Q4	$32.4M	Hold	453,300	–	–	0.25%	105
2022 Q3	$30.8M	Hold	453,300	–	–	0.25%	103
2022 Q2	$32.3M	Hold	453,300	–	–	0.25%	109
2022 Q1	$32.9M	Hold	453,300	–	–	0.22%	125
2021 Q4	$31.1M	Buy	453,300 +1,400	+0.3%	+$89.3K	0.2%	139
2021 Q3	$28M	Hold	451,900	–	–	0.19%	148
2021 Q2	$27.3M	Hold	451,900	–	–	0.17%	155
2021 Q1	$28.1M	Hold	451,900	–	–	0.19%	140
2020 Q4	$27.8M	Hold	451,900	–	–	0.2%	131
2020 Q3	$24.5M	Hold	451,900	–	–	0.19%	141
2020 Q2	$23.4M	Hold	451,900	–	–	0.19%	140
2020 Q1	$24.5M	Buy	451,900 +3,900	+0.9%	+$247K	0.22%	128
2019 Q4	$28.5M	Sell	448,000 -2,000	-0.4%	-$124K	0.18%	156
2019 Q3	$27.8M	Hold	450,000	–	–	0.18%	165
2019 Q2	$24.9M	Hold	450,000	–	–	0.16%	181
2019 Q1	$23.3M	Hold	450,000	–	–	0.15%	201
2018 Q4	$19.8M	Hold	450,000	–	–	0.14%	213
2018 Q3	$19.6M	Hold	450,000	–	–	0.11%	256
2018 Q2	$20.8M	Sell	450,000 -7,000	-2%	-$313K	0.12%	245
2018 Q1	$20.4M	Hold	457,000	–	–	0.12%	245
2017 Q4	$22M	Hold	457,000	–	–	0.13%	237
2017 Q3	$22.5M	Sell	457,000 -11,900	-3%	-$577K	0.13%	222
2017 Q2	$22.5M	Sell	468,900 -54,100	-10%	-$2.71M	0.13%	224
2017 Q1	$26M	Hold	523,000	–	–	0.15%	201
2016 Q4	$25.7M	Hold	523,000	–	–	0.15%	205
2016 Q3	$26.8M	Hold	523,000	–	–	0.16%	187
2016 Q2	$28M	Hold	523,000	–	–	0.17%	189
2016 Q1	$27.1M	Sell	523,000 -2,000	-0.4%	-$97.4K	0.16%	181
2015 Q4	$24.6M	Sell	525,000 -40,000	-7%	-$1.81M	0.15%	194
2015 Q3	$25.3M	Sell	565,000 -10,000	-2%	-$439K	0.15%	189
2015 Q2	$24.1M	Sell	575,000 -5,000	-0.9%	-$218K	0.13%	227
2015 Q1	$25.7M	Sell	580,000 -20,000	-3%	-$950K	0.13%	224
2014 Q4	$29.5M	Hold	600,000	–	–	0.14%	218
2014 Q3	$26.2M	Hold	600,000	–	–	0.13%	227
2014 Q2	$27.2M	Buy	600,000 +7,000	+1%	+$310K	0.13%	221
2014 Q1	$26.1M	Sell	593,000 -25,000	-4%	-$1.05M	0.14%	221
2013 Q4	$25.4M	Hold	618,000	–	–	0.14%	224
2013 Q3	$25.4M	Hold	618,000	–	–	0.14%	212
2013 Q2	$27.3M	Buy	+618,000	New	+$28.4M	0.17%	188

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

Gabelli Funds's SO Position: Q2 2026 in Review

Gabelli Funds increased its Southern Company (SO) stake by 5.1% in Q2 2026, buying an estimated $1.92M and bringing the position to 417,952 shares worth $40M. The position accounts for 0.26% of the portfolio, ranked #101.

Gabelli Funds first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Gabelli Funds held 417,952 shares of Southern Company worth $40M as of Q2 2026.
Gabelli Funds bought 20,350 Southern Company shares in Q2 2026, an estimated $1.92M.
Southern Company made up 0.26% of Gabelli Funds's portfolio in Q2 2026, its #101 holding.
Gabelli Funds first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gabelli Funds's 13F filing for Q2 2026, filed 12 Aug 2026.