Gables Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $784K | Buy |
8,192
+100
| +1% | +$9.41K | 0.28% | 72 |
|
|
2026
Q1 | $781K | Sell |
8,092
-500
| -6% | -$46.3K | 0.33% | 62 |
|
|
2025
Q4 | $749K | Hold |
8,592
| – | – | 0.32% | 66 |
|
|
2025
Q3 | $814K | Buy |
8,592
+50
| +0.6% | +$4.67K | 0.35% | 64 |
|
|
2025
Q2 | $784K | Sell |
8,542
-354
| -4% | -$31.8K | 0.37% | 60 |
|
|
2025
Q1 | $818K | Hold |
8,896
| – | – | 0.4% | 54 |
|
|
2024
Q4 | $732K | Buy |
8,896
+100
| +1% | +$8.77K | 0.35% | 59 |
|
|
2024
Q3 | $793K | Hold |
8,796
| – | – | 0.4% | 52 |
|
|
2024
Q2 | $682K | Hold |
8,796
| – | – | 0.36% | 58 |
|
|
2024
Q1 | $631K | Buy |
8,796
+425
| +5% | +$29.3K | 0.35% | 61 |
|
|
2023
Q4 | $587K | Sell |
8,371
-25
| -0.3% | -$1.72K | 0.36% | 61 |
|
|
2023
Q3 | $543K | Buy |
8,396
+265
| +3% | +$18.4K | 0.38% | 60 |
|
|
2023
Q2 | $571K | Buy |
8,131
+100
| +1% | +$7.17K | 0.37% | 60 |
|
|
2023
Q1 | $559K | Hold |
8,031
| – | – | 0.39% | 60 |
|
|
2022
Q4 | $573K | Sell |
8,031
-200
| -2% | -$13.4K | 0.42% | 57 |
|
|
2022
Q3 | $560K | Hold |
8,231
| – | – | 0.45% | 51 |
|
|
2022
Q2 | $587K | Hold |
8,231
| – | – | 0.44% | 54 |
|
|
2022
Q1 | $597K | Hold |
8,231
| – | – | 0.37% | 61 |
|
|
2021
Q4 | $564K | Hold |
8,231
| – | – | 0.34% | 70 |
|
|
2021
Q3 | $510K | Hold |
8,231
| – | – | 0.33% | 71 |
|
|
2021
Q2 | $498K | Sell |
8,231
-1,865
| -18% | -$119K | 0.34% | 71 |
|
|
2021
Q1 | $628K | Buy |
10,096
+200
| +2% | +$12K | 0.34% | 72 |
|
|
2020
Q4 | $608K | Hold |
9,896
| – | – | 0.35% | 69 |
|
|
2020
Q3 | $537K | Buy |
9,896
+100
| +1% | +$5.34K | 0.35% | 68 |
|
|
2020
Q2 | $508K | Buy |
9,796
+525
| +6% | +$29.2K | 0.35% | 68 |
|
|
2020
Q1 | $501K | Buy |
9,271
+3,165
| +52% | +$201K | 0.41% | 60 |
|
|
2019
Q4 | $390K | Buy |
6,106
+550
| +10% | +$34.1K | 0.26% | 85 |
|
|
2019
Q3 | $343K | Hold |
5,556
| – | – | 0.24% | 90 |
|
|
2019
Q2 | $308K | Sell |
5,556
-100
| -2% | -$5.35K | 0.25% | 81 |
|
|
2019
Q1 | $292K | Buy |
5,656
+100
| +2% | +$4.9K | 0.23% | 84 |
|
|
2018
Q4 | $244K | Sell |
5,556
-550
| -9% | -$25K | 0.21% | 92 |
|
|
2018
Q3 | $266K | Hold |
6,106
| – | – | 0.2% | 94 |
|
|
2018
Q2 | $276K | Hold |
6,106
| – | – | 0.22% | 82 |
|
|
2018
Q1 | $273K | Buy |
+6,106
| New | +$271K | 0.24% | 84 |
|
Other funds holding SO
Gables Capital Management's SO Position: Q2 2026 in Review
Gables Capital Management increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $9.41K and bringing the position to 8,192 shares worth $784K. The position accounts for 0.28% of the portfolio, ranked #72.
Gables Capital Management first reported a position in SO in Q1 2018 and has held it in 34 quarters since. The position peaked at $818K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Gables Capital Management held 8,192 shares of Southern Company worth $784K as of Q2 2026.
- Gables Capital Management bought 100 Southern Company shares in Q2 2026, an estimated $9.41K.
- Southern Company made up 0.28% of Gables Capital Management's portfolio in Q2 2026, its #72 holding.
- Gables Capital Management first reported a position in Southern Company in Q1 2018 and has held it in 34 quarters since.
- Gables Capital Management's Southern Company position peaked at $818K in Q1 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.