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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
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

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

GAMMA Investing's SO Position: Q2 2026 in Review

GAMMA Investing increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $346K and bringing the position to 30,705 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #147.

GAMMA Investing first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • GAMMA Investing held 30,705 shares of Southern Company worth $2.94M as of Q2 2026.
  • GAMMA Investing bought 3,676 Southern Company shares in Q2 2026, an estimated $346K.
  • Southern Company made up 0.11% of GAMMA Investing's portfolio in Q2 2026, its #147 holding.
  • GAMMA Investing first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.