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Gateway Investment Advisers’s Southern Company SO Stock Holding History

Gateway Investment Advisers’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 		$411K Sell
4,299
-1,411
-25% -$133K ﹤0.01% 636
2026
Q1 		$551K Buy
5,710
+2,670
+88% +$247K 0.01% 463
2025
Q4 		$265K Buy
3,040
+272
+10% +$24.8K ﹤0.01% 537
2025
Q3 		$262K Buy
2,768
+109
+4% +$10.2K ﹤0.01% 493
2025
Q2 		$244K Sell
2,659
-247
-8% -$22.2K ﹤0.01% 447
2025
Q1 		$267K Buy
2,906
+7
+0.2% +$606 ﹤0.01% 457
2024
Q4 		$239K Sell
2,899
-490
-14% -$43K ﹤0.01% 454
2024
Q3 		$306K Sell
3,389
-188
-5% -$16.1K ﹤0.01% 448
2024
Q2 		$277K Sell
3,577
-23
-0.6% -$1.74K ﹤0.01% 453
2024
Q1 		$258K Sell
3,600
-252
-7% -$17.4K ﹤0.01% 462
2023
Q4 		$270K Sell
3,852
-278
-7% -$19.1K ﹤0.01% 447
2023
Q3 		$267K Sell
4,130
-423
-9% -$29.4K ﹤0.01% 441
2023
Q2 		$320K Sell
4,553
-225
-5% -$16.1K ﹤0.01% 423
2023
Q1 		$332K Sell
4,778
-18,663
-80% -$1.26M ﹤0.01% 429
2022
Q4 		$1.67M Buy
23,441
+69
+0.3% +$4.61K 0.02% 318
2022
Q3 		$1.59M Buy
23,372
+2,528
+12% +$191K 0.02% 327
2022
Q2 		$1.49M Buy
20,844
+2,613
+14% +$192K 0.02% 342
2022
Q1 		$1.32M Buy
18,231
+4,517
+33% +$306K 0.01% 354
2021
Q4 		$941K Sell
13,714
-801
-6% -$51.1K 0.01% 348
2021
Q3 		$899K Buy
14,515
+1,981
+16% +$128K 0.01% 358
2021
Q2 		$758K Buy
12,534
+606
+5% +$38.8K 0.01% 383
2021
Q1 		$741K Buy
11,928
+628
+6% +$37.6K 0.01% 377
2020
Q4 		$694K Sell
11,300
-880
-7% -$52.9K 0.01% 379
2020
Q3 		$660K Sell
12,180
-285
-2% -$15.2K 0.01% 373
2020
Q2 		$646K Sell
12,465
-3,064
-20% -$170K 0.01% 396
2020
Q1 		$841K Sell
15,529
-78,845
-84% -$4.99M 0.01% 370
2019
Q4 		$6.01M Sell
94,374
-766
-0.8% -$47.5K 0.06% 234
2019
Q3 		$5.88M Sell
95,140
-27,797
-23% -$1.61M 0.06% 247
2019
Q2 		$6.8M Sell
122,937
-254
-0.2% -$13.6K 0.06% 229
2019
Q1 		$6.37M Sell
123,191
-1,497
-1% -$73.4K 0.06% 239
2018
Q4 		$5.48M Sell
124,688
-3,652
-3% -$166K 0.05% 257
2018
Q3 		$5.6M Sell
128,340
-1,833
-1% -$84.5K 0.05% 263
2018
Q2 		$6.03M Sell
130,173
-5,962
-4% -$267K 0.05% 249
2018
Q1 		$6.08M Sell
136,135
-41,537
-23% -$1.84M 0.05% 250
2017
Q4 		$8.54M Sell
177,672
-7,919
-4% -$403K 0.07% 220
2017
Q3 		$9.12M Sell
185,591
-3,079
-2% -$149K 0.08% 207
2017
Q2 		$9.03M Sell
188,670
-1,271
-0.7% -$63.7K 0.08% 201
2017
Q1 		$9.46M Sell
189,941
-4,003
-2% -$198K 0.09% 200
2016
Q4 		$9.54M Buy
193,944
+449
+0.2% +$22.1K 0.09% 196
2016
Q3 		$9.93M Sell
193,495
-389
-0.2% -$20.5K 0.09% 205
2016
Q2 		$10.4M Sell
193,884
-2,901
-1% -$146K 0.09% 201
2016
Q1 		$10.2M Sell
196,785
-46,306
-19% -$2.26M 0.09% 206
2015
Q4 		$11.4M Sell
243,091
-24,034
-9% -$1.09M 0.1% 195
2015
Q3 		$11.9M Sell
267,125
-6,198
-2% -$272K 0.11% 185
2015
Q2 		$11.5M Sell
273,323
-712
-0.3% -$31K 0.1% 192
2015
Q1 		$12.1M Buy
274,035
+404
+0.1% +$19.2K 0.1% 192
2014
Q4 		$13.4M Buy
273,631
+149,473
+120% +$7.06M 0.11% 182
2014
Q3 		$5.42M Buy
124,158
+140
+0.1% +$6.15K 0.04% 283
2014
Q2 		$5.63M Buy
124,018
+15,115
+14% +$668K 0.04% 274
2014
Q1 		$4.79M Sell
108,903
-2,456
-2% -$103K 0.04% 282
2013
Q4 		$4.58M Sell
111,359
-5,169
-4% -$213K 0.04% 281
2013
Q3 		$4.8M Buy
116,528
+2,003
+2% +$86.3K 0.04% 272
2013
Q2 		$5.05M Buy
+114,525
New +$5.27M 0.04% 249

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gateway Investment Advisers's SO Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Southern Company (SO) stake by 25% in Q2 2026, selling an estimated $133K and leaving 4,299 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Gateway Investment Advisers first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.4M in Q4 2014. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gateway Investment Advisers held 4,299 shares of Southern Company worth $411K as of Q2 2026.
  • Gateway Investment Advisers sold 1,411 Southern Company shares in Q2 2026, an estimated $133K.
  • Southern Company made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #636 holding.
  • Gateway Investment Advisers first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Gateway Investment Advisers's Southern Company position peaked at $13.4M in Q4 2014.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.