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GAMMA Investing’s Southern Company SO Stock Holding History

GAMMA Investing’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
Q3 		$2.41M Sell
29,066
-1,639
-5% -$149K 0.08% 182
2026
Q2 		$2.94M Buy
30,705
+3,676
+14% +$346K 0.11% 147
2026
Q1 		$2.61M Buy
27,029
+2,560
+10% +$237K 0.12% 147
2025
Q4 		$2.13M Sell
24,469
-3,477
-12% -$317K 0.11% 156
2025
Q3 		$2.65M Buy
27,946
+2,467
+10% +$230K 0.15% 107
2025
Q2 		$2.34M Buy
25,479
+4,226
+20% +$380K 0.15% 114
2025
Q1 		$1.95M Buy
21,253
+4,005
+23% +$347K 0.15% 124
2024
Q4 		$1.42M Sell
17,248
-132
-0.8% -$11.6K 0.12% 149
2024
Q3 		$1.57M Buy
17,380
+4,172
+32% +$356K 0.16% 120
2024
Q2 		$1.02M Buy
13,208
+5,389
+69% +$408K 0.14% 126
2024
Q1 		$561K Buy
7,819
+1,877
+32% +$130K 0.11% 159
2023
Q4 		$413K Buy
+5,942
New +$408K 0.11% 156

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

GAMMA Investing's SO Position: Q3 2026 in Review

GAMMA Investing reduced its Southern Company (SO) stake by 5.3% in Q3 2026, selling an estimated $149K and leaving 29,066 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #182.

GAMMA Investing first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.94M in Q2 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • GAMMA Investing held 29,066 shares of Southern Company worth $2.41M as of Q3 2026.
  • GAMMA Investing sold 1,639 Southern Company shares in Q3 2026, an estimated $149K.
  • Southern Company made up 0.08% of GAMMA Investing's portfolio in Q3 2026, its #182 holding.
  • GAMMA Investing first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Southern Company position peaked at $2.94M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.