Gateway Wealth Partners’s Southern Company SO Stock Holding History

Gateway Wealth Partners’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	$1.84M	Sell	19,206 -16,358	-46%	-$1.54M	0.11%	204
2026 Q1	$3.43M	Buy	35,564 +20,471	+136%	+$1.89M	0.13%	179
2025 Q4	$1.32M	Buy	15,093 +2,275	+18%	+$208K	0.15%	153
2025 Q3	$1.21M	Buy	12,818 +7,757	+153%	+$724K	0.16%	139
2025 Q2	$465K	Buy	5,061 +632	+14%	+$56.8K	0.09%	208
2025 Q1	$407K	Buy	+4,429	New	+$383K	0.09%	208
2023 Q4	–	Sell	-4,945	Closed	-$320K	–	270
2023 Q3	$320K	Sell	4,945 -516	-9%	-$35.8K	0.06%	181
2023 Q2	$384K	Sell	5,461 -137	-2%	-$9.82K	0.07%	153
2023 Q1	$389K	Sell	5,598 -496	-8%	-$33.4K	0.06%	144
2022 Q4	$435K	Buy	+6,094	New	+$407K	0.07%	119

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

Gateway Wealth Partners's SO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Southern Company (SO) stake by 46% in Q2 2026, selling an estimated $1.54M and leaving 19,206 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #204.

Gateway Wealth Partners first reported a position in SO in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.43M in Q1 2026. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Gateway Wealth Partners held 19,206 shares of Southern Company worth $1.84M as of Q2 2026.
Gateway Wealth Partners sold 16,358 Southern Company shares in Q2 2026, an estimated $1.54M.
Southern Company made up 0.11% of Gateway Wealth Partners's portfolio in Q2 2026, its #204 holding.
Gateway Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 10 quarters since.
Gateway Wealth Partners's Southern Company position peaked at $3.43M in Q1 2026.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.